HCM
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Howard Capital Management’s Travelers Companies TRV Stock Holding History

Howard Capital Management’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
Q1 		$217K Sell
744
-728
-49% -$213K ﹤0.01% 319
2025
Q4 		$427K Buy
1,472
+7
+0.5% +$1.97K 0.01% 332
2025
Q3 		$409K Buy
1,465
+42
+3% +$11.2K 0.01% 329
2025
Q2 		$382K Buy
1,423
+94
+7% +$24.8K 0.01% 327
2025
Q1 		$352K Sell
1,329
-172
-11% -$42.9K 0.01% 303
2024
Q4 		$362K Buy
1,501
+72
+5% +$18K 0.01% 325
2024
Q3 		$335K Buy
+1,429
New +$315K 0.01% 319

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Howard Capital Management's TRV Position: Q1 2026 in Review

Howard Capital Management reduced its Travelers Companies (TRV) stake by 49% in Q1 2026, selling an estimated $213K and leaving 744 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Howard Capital Management first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. The position peaked at $427K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Howard Capital Management held 744 shares of Travelers Companies worth $217K as of Q1 2026.
  • Howard Capital Management sold 728 Travelers Companies shares in Q1 2026, an estimated $213K.
  • Travelers Companies made up ﹤0.01% of Howard Capital Management's portfolio in Q1 2026, its #319 holding.
  • Howard Capital Management first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • Howard Capital Management's Travelers Companies position peaked at $427K in Q4 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.