Travelers Companies (TRV) Invested Capital (2009 - 2026)

Travelers Companies (TRV) recorded quarterly Invested Capital of $41.3 billion in Q1 2026, down 2.15% quarter-over-quarter from $42.2 billion in Q4 2025, and up 13.89% on a YoY basis from $36.2 billion in Q1 2025.

Travelers Companies (TRV) Invested Capital (2009 - 2026) Analysis & Trends

Travelers Companies' Invested Capital history runs 18 years deep, the most recent figure standing at $41.3 billion for Q1 2026.

  • In Q1 2026, Invested Capital rose 13.89% year-over-year to $41.3 billion; the TTM figure through Mar 2026 stood at $41.3 billion (up 13.89% YoY), while the FY2025 annual figure was $42.2 billion, down 26.88% from the prior year.
  • Invested Capital was $41.3 billion for Q1 2026 at Travelers Companies, down from $42.2 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $57.7 billion in Q4 2024 to a low of -$35.1 billion in Q2 2025.
  • Historically, Invested Capital has averaged $24.3 billion across 5 years, with a median of $33.0 billion in 2023.
  • The sharpest annual moves came in 2022 and 2024: Invested Capital soared 645.31% in 2022, then slumped 1855.56% in 2024.
  • A 5-year view of Invested Capital shows it stood at $50.8 billion in 2022, then tumbled by 35.14% to $33.0 billion in 2023, then surged by 74.99% to $57.7 billion in 2024, then retreated by 26.88% to $42.2 billion in 2025, then dropped by 2.15% to $41.3 billion in 2026.
  • The last three Invested Capital figures came in at $41.3 billion (Q1 2026), $42.2 billion (Q4 2025), and $40.9 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 89.76 Bn
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 40.43 Bn
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 41.25 Bn
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 39.08 Bn
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 9.74 Bn
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 16.51 Bn
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 22.51 Bn
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 18.71 Bn
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 5.87 Bn
10 Cna Financial 11.84 Bn 4.05 Bn 2.33 Bn 10.86 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 41.25 Bn
Dec 31, 2025 42.16 Bn
Sep 30, 2025 40.88 Bn
Jun 30, 2025 -35.13 Bn
Mar 31, 2025 36.22 Bn
Dec 31, 2024 57.66 Bn
Sep 30, 2024 35.73 Bn
Jun 30, 2024 54.81 Bn
Mar 31, 2024 -33.46 Bn
Dec 31, 2023 32.95 Bn
Sep 30, 2023 28.01 Bn
Jun 30, 2023 32.81 Bn
Mar 31, 2023 1.91 Bn
Dec 31, 2022 50.81 Bn
Sep 30, 2022 27.20 Bn
Jun 30, 2022 -31.78 Bn
Mar 31, 2022 31.64 Bn
Dec 31, 2021 6.82 Bn
Sep 30, 2021 35.76 Bn
Jun 30, 2021 -29.32 Bn