Every material Form 8-K Travelers Companies (The) has filed with the SEC since July 19, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Travelers increased its Board from nine to ten directors and elected Lesley Goldwasser, Vice Chairman of GreensLedge Capital Markets, effective November 4, 2026. She also joined the Compensation, Investment and Capital Markets and Nominating and Governance Committees, and will receive standard non-employee director compensation. The filing describes a routine board addition with no financial results or changes to company operations.
Board expanded from nine to ten directors effective November 4, 2026
Lesley Goldwasser elected director, serving until the next annual shareholder election
Goldwasser appointed to the Compensation, Investment and Capital Markets and Nominating and Governance Committees
Goldwasser was a Managing Partner of GreensLedge from 2013 until Raymond James acquired it in March 2026
Travelers reported third quarter 2026 net income of $1.917 billion, or $9.04 per diluted share, up from $8.24 a year earlier, and core income of $1.947 billion, or $9.18 per diluted share, up from $8.14. The combined ratio improved to 86.8% from 87.3%, while net written premiums were flat at $11.480 billion. For shareholders, the company also repurchased $1.508 billion of its stock during the quarter.
Net income $1.917 billion vs. $1.888 billion a year earlier; core income $1.947 billion vs. $1.867 billion.
Combined ratio 86.8% vs. 87.3%; catastrophe losses were $538 million pre-tax, up from $402 million.
Net favorable prior year reserve development totaled $234 million pre-tax, including a $295 million addition to asbestos reserves.
Repurchased 4.0 million shares for $1.508 billion; declared a regular quarterly dividend of $1.25 per share, payable December 31, 2026.
Effective August 5, 2026, Travelers increased its board from eight to nine members and elected Anthony Jabbour as a director. He was also named to the Audit and Risk Committees, and he will receive compensation under the company's existing non-employee director program.
Board size increased from eight to nine directors effective August 5, 2026
Anthony Jabbour elected as a director and appointed to the Audit and Risk Committees
Jabbour is former CEO of Dun & Bradstreet Holdings, Inc. and former Executive Chairman and CEO of Black Knight, Inc.
Compensation follows the Current Director Compensation Program described in a Form 10-Q filed July 17, 2025
Travelers reported second-quarter 2026 net income of $2.208 billion, or $10.26 per diluted share, up from $1.509 billion, or $6.53 per share, a year earlier. Core income was $2.160 billion, or $10.04 per diluted share, and the combined ratio improved to 83.6% from 90.3%, mainly because catastrophe losses fell to $518 million pre-tax from $927 million. For shareholders, the results also reflected $1.311 billion of share repurchases and a regular quarterly dividend of $1.25 per share.
Net income of $2.208 billion ($10.26 per diluted share) vs. $1.509 billion ($6.53) in Q2 2025; core income of $2.160 billion ($10.04 per share)
Total revenues of $12.153 billion vs. $12.116 billion; net written premiums of $11.529 billion, flat year over year
Catastrophe losses of $518 million pre-tax vs. $927 million; net favorable prior year reserve development of $578 million pre-tax
Repurchased $1.311 billion of shares in the quarter; quarterly dividend of $1.25 per share payable September 30, 2026
At its May 20, 2026 annual meeting, Travelers shareholders approved an amendment adding 5,000,000 shares to the 2023 Stock Incentive Plan. Two shareholder proposals, on climate-related pricing and coverage and on an independent board chairman, did not pass.
Plan amendment received 124,148,482 votes for, 45,264,986 against and 784,759 abstentions
Each of the eight director nominees received more votes for than against, including Russell G. Golden with 168,238,679 for
Climate-related shareholder proposal received 24,894,789 for and 143,415,990 against
Independent board chairman proposal received 36,359,133 for and 132,910,022 against
Travelers reported first quarter 2026 net income of $1.711 billion, or $7.78 per diluted share, up from $395 million, or $1.70 per share, a year earlier. Core income rose to $1.696 billion, mainly because catastrophe losses fell to $761 million from $2.266 billion, and the board raised the regular quarterly dividend 14% to $1.25 per share.
Net income of $1.711 billion ($7.78 per diluted share) vs. $395 million ($1.70) in Q1 2025
Core income of $1.696 billion ($7.71 per diluted share) vs. $443 million ($1.91) in Q1 2025
Catastrophe losses of $761 million pre-tax vs. $2.266 billion in Q1 2025; combined ratio 88.6% vs. 102.5%
Dividend of $1.25 per share payable June 30, 2026, to holders of record June 10, 2026; company repurchased $1.800 billion of shares in the quarter
Travelers director Rafael Santana notified the company on February 13, 2026, that he will not stand for re-election to the board at the 2026 Annual Meeting of Shareholders, and he will serve out his current term until then. The company said his decision was not due to any disagreement with management or the board, and his letter cites the time and travel demands of his current opportunities at Wabtec.
Notice given February 13, 2026; disclosed in an 8-K dated February 17, 2026
Santana will serve the remainder of his term, ending at the 2026 Annual Meeting of Shareholders
Company states the decision was not due to any disagreement with management or the board
Letter cites demands from his current role at Wabtec as the reason
Travelers said director Laurie J. Thomsen notified the company on February 3, 2026 that she will not seek re-election to its Board at the 2026 Annual Meeting of Shareholders. She will serve out her current term, which ends at that meeting, and the company said her decision was not due to any disagreement with management or the Board.
Notice given February 3, 2026, disclosed in an 8-K dated February 6, 2026
Laurie J. Thomsen will not stand for re-election at the 2026 Annual Meeting of Shareholders
Her term runs until that meeting; the filing states no disagreement with management or the Board
Travelers reported fourth quarter 2025 net income of $2.496 billion, or $11.06 per diluted share, up from $2.082 billion, or $8.96, a year earlier. Core income was $2.511 billion, and the combined ratio improved 3.0 points to 80.2%. The board also authorized an additional $5.0 billion of share repurchases, adding to $2.015 billion remaining under earlier authorizations.
Q4 2025 net income of $2.496 billion, or $11.06 per diluted share, vs. $2.082 billion, or $8.96, in Q4 2024
Full-year 2025 net income of $6.288 billion, or $27.43 per diluted share, vs. $4.999 billion, or $21.47, in 2024
Combined ratio of 80.2% improved 3.0 points; catastrophe losses, net of reinsurance, were $95 million pre-tax vs. $175 million a year earlier
Board authorized $5.0 billion in additional share repurchases and declared a $1.10 per share dividend payable March 31, 2026
Travelers reported third-quarter 2025 net income of $1.888 billion, or $8.24 per diluted share, up from $1.260 billion, or $5.42 per share, a year earlier. The company said lower catastrophe losses and higher net investment income drove the increase, and it returned $878 million to shareholders during the quarter, including $628 million in share repurchases.
Net income of $1.888 billion versus $1.260 billion a year earlier; core income of $1.867 billion, or $8.14 per diluted share
Combined ratio improved to 87.3% from 93.2%, with catastrophe losses of $402 million pre-tax versus $939 million
Net investment income rose 15% after tax to $850 million
Board declared a regular quarterly dividend of $1.10 per share, payable December 31, 2025 to holders of record on December 10, 2025
Travelers reported second quarter 2025 net income of $1.509 billion, or $6.53 per diluted share, up from $534 million, or $2.29 per share, a year earlier. Core income rose to $1.504 billion, or $6.51 per diluted share, mainly due to lower catastrophe losses and higher underwriting and investment income. Results were strong across the board for shareholders, and the company returned $809 million to shareholders in the quarter.
Net income of $1.509 billion ($6.53 per diluted share) vs. $534 million ($2.29) in Q2 2024
Consolidated combined ratio improved 9.9 points to 90.3%; catastrophe losses fell to $927 million pre-tax from $1.509 billion
Record net written premiums of $11.543 billion, up 4%; capital returned of $809 million, including $557 million of share repurchases
Quarterly dividend of $1.10 per share declared, payable September 30, 2025
At its May 21, 2025 annual meeting, Travelers shareholders elected all 10 director nominees, ratified the independent auditor, and approved an amendment adding 2,100,000 shares to the 2023 Stock Incentive Plan. Two shareholder proposals were defeated, and the board named Russell G. Golden Audit Committee chair after director Kane retired.
All 10 director nominees were elected, including Russell G. Golden with 179,012,942 votes for and 1,110,035 against.
The 2023 Stock Incentive Plan amendment received 172,652,713 votes for and 7,110,073 against, adding 2,100,000 authorized shares.
A climate-related pricing and coverage shareholder proposal received 22,459,146 votes for and 156,405,642 against.
Golden replaced Mr. Kane as Audit Committee chair after Kane retired from the board effective at the annual meeting.
Travelers reported first-quarter 2025 net income of $395 million, or $1.70 per diluted share, down from $1.123 billion, or $4.80, a year earlier. Core income fell to $443 million, or $1.91 per share, mainly because of $2.266 billion in pre-tax catastrophe losses, primarily from the January 2025 California wildfires, even as underlying underwriting income rose 32% and total revenues increased 5%. The Board also raised the quarterly dividend 5% to $1.10 per share.
Net income was $395 million, or $1.70 per diluted share, versus $1.123 billion, or $4.80, in the first quarter of 2024.
Catastrophe losses were $2.266 billion pre-tax, pushing the consolidated combined ratio to 102.5%, compared with 93.9% a year earlier.
The underlying combined ratio improved 2.9 points to 84.8%, and total revenues rose 5% to $11.81 billion.
The quarterly dividend rose 5% to $1.10 per share, payable June 30, 2025; the company repurchased $358 million of shares in the quarter.
Travelers reported fourth quarter 2024 net income of $2.082 billion, or $8.96 per diluted share, up from $1.626 billion, or $6.99 per share, a year earlier. Core income rose 30% to $2.126 billion, and the combined ratio improved 2.6 points to 83.2%, with full year net income of $4.999 billion. Results were strong for shareholders, though the filing notes $211 million of one-time tax benefits in the prior year and $252 million of share repurchases in the quarter.
Q4 2024 net income $2.082 billion, or $8.96 per diluted share, versus $6.99 a year earlier; core income $2.126 billion, or $9.15 per share
Combined ratio improved 2.6 points to 83.2%; net written premiums rose 7% to $10.742 billion
Full year 2024 net income $4.999 billion, or $21.47 per diluted share; book value per share $122.97, up 13% from year-end 2023
Board declared a regular quarterly dividend of $1.05 per share, payable March 31, 2025
Travelers reported third quarter 2024 net income of $1.260 billion, or $5.42 per diluted share, versus $404 million, or $1.74 per share, a year earlier. Core income rose to $1.218 billion, or $5.24 per share, driven by a lower combined ratio and higher investment income, partly offset by higher catastrophe losses.
Net income of $1.260 billion, or $5.42 per diluted share, versus $404 million, or $1.74, in Q3 2023
Combined ratio improved 7.8 points to 93.2%; underlying combined ratio improved 5.0 points to 85.6%
Catastrophe losses of $939 million pre-tax, compared with $850 million a year earlier
Repurchased 1.1 million shares for $253 million in the quarter; quarterly dividend of $1.05 per share payable December 31, 2024
Travelers reported second quarter 2024 net income of $534 million, or $2.29 per diluted share, compared with a net loss of $14 million, or $0.07 per share, a year earlier. Core income was $585 million, or $2.51 per diluted share, helped by a higher underlying underwriting gain, favorable prior year reserve development and higher investment income, despite $1.509 billion in pre-tax catastrophe losses.
Net income $534 million ($2.29 per diluted share) vs. net loss of $14 million ($0.07 per share) in Q2 2023
Core income $585 million ($2.51 per diluted share) vs. $15 million ($0.06 per share) a year earlier
Consolidated combined ratio improved 6.3 points to 100.2%; underlying combined ratio improved 3.4 points to 87.7%
Board declared a regular quarterly dividend of $1.05 per share, payable September 30, 2024; company repurchased $253 million of shares in the quarter
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