HCMG
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Howard Capital Management Group’s Travelers Companies TRV Stock Holding History

Howard Capital Management Group’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Hold
692
– – 0.01% 130
2026
Q1 		$202K Hold
692
– – 0.01% 132
2025
Q4 		$201K Buy
+692
New +$195K 0.01% 130

Other funds holding TRV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Howard Capital Management Group's TRV Position: Q2 2026 in Review

Howard Capital Management Group held its Travelers Companies (TRV) position steady in Q2 2026 at 692 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #130.

Howard Capital Management Group first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Howard Capital Management Group held 692 shares of Travelers Companies worth $228K as of Q2 2026.
  • Howard Capital Management Group left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.01% of Howard Capital Management Group's portfolio in Q2 2026, its #130 holding.
  • Howard Capital Management Group first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.