On the flip side of Infinity is giant insurer Travelers ( TRV). This $25 billion market cap company is a behemoth in the insurance industry and likely well prepared to ride out any storm including record tornados and hurricane season. Shares moved only slightly lower in May. The stock moved in lock step with the market, losing a modest 1.9% of its value during the month of May and avoiding a knee-jerk reaction to the storm activity. We will have to find opportunity based on valuation and earnings growth. Over the last three quarters, Travelers has blown away earnings estimates, beating them by 38 cents per share in the last quarter. For the full year, Travelers is expected to earn $6.30 per share. At current prices the, stock trades for less than 10 times that number. With a dividend yield of more than 2%, investors might find the stock attractive. Given its size, Travelers is well-prepared for even the biggest natural disaster. I just don't think investors can get hurt here, and we can expect the company to continue beating estimates. Travelers would seem to be a good stock to own on such basis. Travelers, one of TheStreet Ratings' top-rated insurance stocks, shows up in David Einhorn's Greenlight Capital portfolio; Greenlight boosted its position size by 97% in the first quarter, to 4.2 million shares.