Position in L
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,017,062
+$87,950 QoQ
Shares Held
17,817
-1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#250
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L 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. L ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
62,140 | $21,173,583 | |
| 2 | MKL |
Markel Group Inc.
|
1,371 | $2,677,576 | |
| 3 | L |
Loews Corp
This page
|
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 L
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,062 | 17,817 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,929,112 | 18,073 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,969,191 | 18,699 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,947,064 | 19,395 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,777,745 | 19,395 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,782,594 | 19,395 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,642,562 | 19,395 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,533,174 | 19,395 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,449,582 | 19,395 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $1,518,434 | 19,395 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,349,698 | 19,395 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,227,897 | 19,395 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,151,675 | 19,395 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,125,297 | 19,395 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,131,310 | 19,395 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $966,646 | 19,395 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,149,347 | 19,395 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,257,183 | 19,395 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,120,255 | 19,395 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,045,972 | 19,395 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,059,936 | 19,395 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $994,575 | 19,395 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $873,162 | 19,395 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $673,976 | 19,395 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $665,054 | 19,395 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $710,357 | 20,395 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||