We recently published a list of Jim Cramer Highlighted 12 Stocks and Tariff Panic. In this article, we are going to take a look at where The Travelers Companies, Inc. (NYSE:TRV) stands against other stocks that Jim Cramer highlighted.
On Monday, Jim Cramer, the host of Mad Money, discussed the current market and he identified opportunities for investors amid the volatility.
“Alright, there’s always a bull market somewhere. I end the show with that tagline every night. I say it because it’s true. Look at today, the market looked hideous this morning, right on the heels of some horrific overnight futures action. But after the S&P 500 reached a level where it was down 10% from its highs. where it held last time, we started snapping back.”
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Cramer suggested that the market’s swift recovery might be a result of an overly negative sentiment among investors. He theorized that the S&P 500’s brief drop to the 10% mark could have triggered some buying activity as traders took advantage of the lower prices, possibly fueled by end-of-quarter retirement contributions. The selling pressure, he pointed out, seemed to dissipate, which could have allowed for a bounce in the market. However, Cramer cautioned that the movement was not just coincidental. It appeared to challenge the narrative that the economy was heading toward a stagflation scenario due to tariff-induced inflation.
Cramer suggested that investor exhaustion over the current administration’s unpredictability is a significant factor in the market’s volatility. Cramer remarked that many investors are uncertain about what actions the president might take next, which has created a climate of fear and hesitation in the market. He noted that the bears had dominated the quarter, with a gloomy outlook prevailing throughout, which leaves little room for optimism. Yet, Cramer hinted that it might be shifting. He wondered if the negativity had simply reached a tipping point, which resulted in a shift in market dynamics.
Cramer highlighted the mixed economic signals contributing to the market’s turbulence. While inflation was on the decline, the president’s tariffs were adding inflationary pressure. Unemployment was at historically low levels, yet certain policies from the administration had caused uncertainty and disruption. Cramer noted how the market had been performing well last year before political instability introduced a level of uncertainty that he had not seen since the Carter administration.
“Bottom line: Maybe Wednesday is the liberation day. It’s just the day when American investors may be finally liberated from the president’s not-so-pro-business attitude once he gets the tariffs out of the way.”
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 31. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
The Travelers Companies, Inc. (NYSE:TRV)
Number of Hedge Fund Holders: 52
Coming to insurance companies, Cramer took The Travelers Companies, Inc.’s (NYSE:TRV) name as he said:
“The health insurers are all roaring too. Why? Because they’re domestic, very hard to tariff and they can go much higher… When you look at the regular insurance companies, think AIG, Travelers, and Chubb, they’re all winning and Chubb just hit a new all-time high. Now I think premiums can go higher and the insurers seem like a target poor environment for the President’s tariffs. The insurers, by the way, they’re not anybody’s friends that I know of. The White House doesn’t seem to mind though, so maybe they’re a buy.”
Travelers (NYSE:TRV) offers property and casualty insurance products and services for both commercial and personal needs. Back in 2013, Cramer was bullish on the company as he said, “I would buy more. They’re the best. ” Since then, TRV stock gained over 153%.
Overall, TRV ranks 5th on our list of stocks that Jim Cramer highlighted. While we acknowledge the potential of TRV, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TRV but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.