HFS
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
Q2 		$290K Buy
879
+17
+2% +$5.15K 0.03% 196
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Howard Financial Services's TRV Position: Q2 2026 in Review

Howard Financial Services increased its Travelers Companies (TRV) stake by 2% in Q2 2026, buying an estimated $5.15K and bringing the position to 879 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #196.

Howard Financial Services first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Howard Financial Services held 879 shares of Travelers Companies worth $290K as of Q2 2026.
  • Howard Financial Services bought 17 Travelers Companies shares in Q2 2026, an estimated $5.15K.
  • Travelers Companies made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #196 holding.
  • Howard Financial Services first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.