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Dec 31, 2024

Travelers Q4 2024 Earnings Report

Travelers reported exceptional fourth quarter and full year results, with record core income driven by strong growth in earned premiums and excellent profitability.

Key Takeaways

Travelers Companies reported a strong fourth quarter in 2024, with net income of $2.082 billion and core income of $2.126 billion. The consolidated combined ratio improved to 83.2%, and net written premiums increased by 7% to $10.742 billion. The company's full-year core income was up 64% to more than $5 billion.

Excellent fourth quarter net income of $2.082 billion and core income of $2.126 billion.

Consolidated combined ratio improved 2.6 points from the prior year quarter to an excellent 83.2%.

Underlying underwriting income of $1.700 billion pre-tax, reflecting an underlying combined ratio that improved 1.9 points to an excellent 84.0%; very strong underlying results in all three segments.

Net written premiums of $10.742 billion, up 7%, with growth in all three segments; record full year net written premiums of $43.356 billion, up 8%, with growth in all three segments.

Total Revenue
$12B
Previous year: $10.9B
+9.9%
EPS
$9.15
Previous year: $7.01
+30.5%
Combined Ratio
83.2%
Previous year: 85.8%
-3.0%
Underlying Combined Ratio
84%
Previous year: 85.9%
-2.2%
Cash and Equivalents
$27.7B
Previous year: $650M
+4163.8%
Total Assets
$124B
Previous year: $117B
+6.3%

Travelers

Travelers

Travelers Revenue by Segment

Forward Guidance

Travelers is very confident in the outlook for 2025 and beyond, expecting continued marketplace execution, underwriting excellence, and growth in net investment income.

Positive Outlook

  • Strong growth in earned premiums.
  • Excellent profitability.
  • High-quality investment portfolio performance.
  • Strong balance sheet.
  • Continued marketplace execution across all three segments.