Travelers Publishes Transcript of Third-Quarter 2026 Results Call

By Public Technologies
  • Travelers’ third-quarter 2026 earnings call on October 16 featured CEO Alan Schnitzer, CFO Dan Frey and the three segment presidents.
  • Core income reached $1.95 billion, or $9.18 per diluted share.
  • Frey projected after-tax fixed-income net investment income above $3.6 billion for 2027, versus $3.3 billion for 2026.
  • Increased cyber quota-share reinsurance will reduce net written premiums by $165 million in fourth-quarter 2026 and $230 million in 2027.
  • Management reaffirmed underlying underwriting earnings’ durability but declined to forecast whether 2027 income would rise, fall or remain flat.


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