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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
Q2 		$465K Buy
1,410
+666
+90% +$202K 0.01% 325
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Howard Capital Management increased its Travelers Companies (TRV) stake by 90% in Q2 2026, buying an estimated $202K and bringing the position to 1,410 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #325.

Howard Capital Management first reported a position in TRV in Q3 2024 and has held it in 8 quarters since. 1,858 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Howard Capital Management held 1,410 shares of Travelers Companies worth $465K as of Q2 2026.
  • Howard Capital Management bought 666 Travelers Companies shares in Q2 2026, an estimated $202K.
  • Travelers Companies made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #325 holding.
  • Howard Capital Management first reported a position in Travelers Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.