Howard Financial Services
TRV icon

Howard Financial Services’s Travelers Companies TRV Stock Holding History

Howard Financial Services’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
Q3 		$283K Buy
793
+12
+2% +$4.39K 0.03% 190
2026
Q2 		$258K Sell
781
-81
-9% -$24.5K 0.03% 190
2026
Q1 		$251K Buy
862
+114
+15% +$33.4K 0.03% 194
2025
Q4 		$217K Buy
+748
New +$211K 0.03% 190

Other funds holding TRV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Howard Financial Services's TRV Position: Q3 2026 in Review

Howard Financial Services increased its Travelers Companies (TRV) stake by 1.5% in Q3 2026, buying an estimated $4.39K and bringing the position to 793 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #190.

Howard Financial Services first reported a position in TRV in Q4 2025 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Howard Financial Services held 793 shares of Travelers Companies worth $283K as of Q3 2026.
  • Howard Financial Services bought 12 Travelers Companies shares in Q3 2026, an estimated $4.39K.
  • Travelers Companies made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #190 holding.
  • Howard Financial Services first reported a position in Travelers Companies in Q4 2025 and has held it in 4 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.