Daniel S. Frey

TRV CFO Daniel S. Frey sells 14,037 shares for $5,169,002.17; retains 27,534 non-derivative shares plus 22,205 derivative options.

Daniel S. Frey, EVP & Chief Financial Officer, executed 2 separate sales totaling 14,037 shares for $5,169,002.17 at blended average price $368.24 on 2026-07-21. His non-derivative holdings decreased from 41,571 shares to 27,534 shares (a -33.8% reduction in non-derivative position), though he retains 22,205 shares in derivative securities (stock options). The sale occurred near the 52-week high of $378.66 (current price $376.37 is -0.6% from that peak), and follows a 30-day price movement of +18.7% and 90-day movement of +24.3%. Reviewing his prior 5 sales at TRV, 2 of 5 achieved negative 90-day returns (well-timed by sell metrics), while his cross-ticker track record across all open-market history shows a 40.00% well-timed rate on 5 prior sells. The company's fundamentals remain solid with $12.2B quarterly revenue, $2.2B net income, +5.2% annual revenue growth, and a P/E of 9.45.

CFO Frey sells 8,000 TRV shares at $299.50; stock now at $305.39 after +10.0% 30-day run.

Daniel S. Frey, EVP & Chief Financial Officer, sold 8,000 shares of Travelers Companies at $299.50 on 2026-02-20, reducing his holdings by 22.5% from 35,534 to 27,534 shares. The sale occurred near the 52-week peak ($305.39 is the current price, matching the 52-week high), and the stock has appreciated 10.0% in the 30 days since the transaction. His prior trades at TRV show mixed outcomes: 3 of 5 prior sells were well-timed at the 90-day mark, suggesting some discrimination in exit timing, though the most recent sale on 2025-11-06 was followed by +1.0% and +6.1% returns at 30 and 90 days respectively. The company's fundamentals remain solid with $12.5B revenue, net income of $1.9B, annual revenue growth of +5.2%, and a P/E of 9.22, providing no obvious distress signal. The sale's positioning near the stock's all-time high, combined with a substantial reduction in holdings, warrants observation of whether the CFO sees limited upside or is executing a scheduled plan.

CFO Daniel Frey sells 25,000 TRV shares for $6,956,255, reducing stake by -48.1%; prior TRV sales 80% well-timed

Daniel Frey, EVP and CFO of Travelers, sold 25,000 shares at $278.25 on 2025-11-06 for $6,956,255, cutting his holdings from 51,931 to 26,931 shares—a -48.1% reduction. This is a substantial single liquidation by a financial officer at the company. His prior 5 trades at TRV show 4 of 5 sells were well-timed at the 90-day mark, with timing success suggesting pattern recognition, though the current stock price of $279.81 is -1.8% from the 52-week high at $284.97. The magnitude of this position reduction—selling nearly half his holdings—combined with his demonstrated accuracy on timing TRV sales warrants attention to whether forward guidance or financial conditions may inform his decision, particularly given the company's strong fundamentals (revenue $12.5B, net income $1.9B, P/E 10.63).

CFO Frey sells 20,286 TRV shares for $5.5M at $273.48; reduces stake by 43% to 26.9K shares held.

Daniel S. Frey, EVP & Chief Financial Officer, executed a substantial open-market sale of 20,286 shares at $273.48 on 2025-05-29, reducing his holdings by 43.0% from 47,217 to 26.9K shares. The sale occurred at a price -0.1% from the 52-week high of $275.88, near the peak of the stock's trading range. His prior sales at TRV show mixed timing outcomes: 4 of 5 earlier sales resulted in negative 90-day returns (well-timed), but his cross-ticker track record averaged -2.2% over 90 days with an 83.33% well-timed rate. The stock has appreciated 4.4% in the prior 30 days and 6.7% over 90 days, suggesting the CFO sold into strength; subsequent price movement will determine whether this positioning proves prescient or represents a missed opportunity in a fundamentally sound company trading at a reasonable 14.63 P/E.