Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,173,583
+$1,269,690 QoQ
Shares Held
62,140
+1.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#305
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,797,529 across 7 Insurance - Property & Casualty names. CB ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
62,140 | $21,173,583 | |
| 2 | MKL |
Markel Group Inc.
|
1,371 | $2,677,576 | |
| 3 | L |
Loews Corp
|
17,817 | $2,017,062 | |
| 4 | KMPR |
KEMPER Corp
|
28,177 | $759,651 | |
| 5 | CINF |
Cincinnati Financial Corp
|
2,675 | $495,249 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,407 | $464,478 | |
| 7 | PGR |
Progressive Corp/Oh/
|
961 | $209,930 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,173,583 | 62,140 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,903,893 | 61,068 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $37,785,247 | 121,060 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,602,227 | 58,821 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,778,844 | 57,914 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,551,356 | 58,119 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $15,901,341 | 57,551 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $16,478,027 | 57,138 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $14,542,876 | 57,013 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $14,506,874 | 55,983 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $12,664,814 | 56,039 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $11,629,975 | 55,865 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10,604,086 | 55,069 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $10,574,654 | 54,458 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $11,952,328 | 54,181 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $9,675,106 | 53,195 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $10,039,537 | 51,071 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $10,902,269 | 50,969 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $9,731,032 | 50,339 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $8,443,445 | 48,671 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $7,549,014 | 47,496 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $7,424,432 | 46,999 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $7,266,101 | 47,207 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,592,106 | 48,158 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $6,105,616 | 48,220 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,280,368 | 47,277 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||