CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in TRV — Travelers Companies, Inc.

CIK 1074266 CANANDAIGUA, NY

Position in TRV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,652,184

+$231,054 QoQ

Shares Held

8,034

-3.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#546

of 1,829 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $7,639,965 across 4 Insurance - Property & Casualty names. TRV ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	8,034	$2,652,184
2	ALL	Allstate Corp	10,260	$2,441,264
3	CB	Chubb Ltd	4,518	$1,539,463
4	PGR	Progressive Corp/Oh/	4,610	$1,007,054

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,652,184	8,034	-3.7%	Shares	Sole	2026-07-07
2025-12-31	$2,421,130	8,347	-3.1%	Shares	Sole	2026-01-30
2025-09-30	$2,404,084	8,610	-9.3%	Shares	Sole	2025-10-07
2025-06-30	$2,540,827	9,497	+8.3%	Shares	Sole	2025-07-08
2025-03-31	$2,318,520	8,767	-12.2%	Shares	Sole	2025-04-25
2024-12-31	$2,404,563	9,982	-10.2%	Shares	Sole	2025-01-06
2024-09-30	$2,602,712	11,117	-9.2%	Shares	Sole	2024-10-03
2024-06-30	$2,490,101	12,246	-3.7%	Shares	Sole	2024-07-11
2024-03-31	$2,926,230	12,715	-2.4%	Shares	Sole	2024-04-01
2023-12-31	$2,481,132	13,025	+1.0%	Shares	Sole	2024-01-04
2023-09-30	$2,106,209	12,897	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$2,256,364	12,993	-0.5%	Shares	Sole	2023-07-03
2023-03-31	$2,239,128	13,063	-47.4%	Shares	Sole	2023-04-11
2020-03-31	$2,469,145	24,853	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.