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Jason Brown (@brownreport) turns to insurance, AI, and retail for today's Big 3 as markets sell off over uncertainty on the U.S.-Iran War. He considers Travelers (TRV) a resilient stock in time of turbulence, doesn't see the rally in Arm Holdings (ARM) lasting, and calls Ross Stores (ROST) as a "necessity" trade with strong technical trends.

TRV trades at 2.05x book as pricing momentum, rising investment income and more than $1B annual tech spending support growth despite a slight 2026 EPS decline.

NEW YORK--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) will review its first quarter 2026 results at 9:30 a.m. ET on Thursday, April 16, following the release of results earlier that morning. Investors can access the call via webcast at investor.travelers.com and by dialing 888-440-6281 within the United States or 646-960-0218 outside the United States. A slide presentation, statistical supplement and live audio broadcast will be available on the same website. Following the event,.

Travelers (TRV) reported earnings 30 days ago. What's next for the stock?

HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) today announced the launch of AI Claim Assistant, an industry-leading solution developed using OpenAI model capabilities and APIs. The fully agentic intelligent voice service uses advanced language and speech recognition technologies to handle customer claim calls. This capability is initially being used with customers who are calling to file an auto damage claim and will expand to additional lines of business and a bro.

Trade rotation has been the big stock market story so far in 2026. AI hyperscalers are still allocating significant capital toward their goals, but these ambitions aren't being rewarded as they were in previous years.

Travelers' momentum in moderating auto premiums, resilient investment income and strong capital is likely to sustain its earnings growth.