BEACON FINANCIAL GROUP

Position in TRV — Travelers Companies, Inc.

CIK 1591379 DALLAS, TX

Position in TRV

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,785,949

+$111,706 QoQ

Shares Held

5,410

-5.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#653

of 1,829 holders

Holding Since

Jun 2020

14 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $8,188,679 across 6 Insurance - Property & Casualty names. TRV ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	9,794	$3,337,207
2	TRV	Travelers Companies, Inc. This page	5,410	$1,785,949
3	L	Loews Corp	14,552	$1,647,431
4	PGR	Progressive Corp/Oh/	3,747	$818,532
5	WRB	Berkley W R Corp	5,261	$371,058
6	MKL	Markel Group Inc.	117	$228,502

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,785,949	5,410	-5.7%	Shares	Sole	2026-07-16
2026-03-31	$1,674,243	5,740	-9.1%	Shares	Sole	2026-04-30
2025-12-31	$1,832,018	6,316	-6.3%	Shares	Sole	2026-04-01
2025-09-30	$1,882,222	6,741	-0.8%	Shares	Sole	2025-10-08
2025-06-30	$1,818,736	6,798	+0.2%	Shares	Sole	2025-07-09
2025-03-31	$1,794,096	6,784	-2.7%	Shares	Sole	2025-04-10
2024-12-31	$1,679,485	6,972	-5.3%	Shares	Sole	2025-01-29
2024-09-30	$1,723,357	7,361	-5.5%	Shares	Sole	2024-11-12
2024-06-30	$1,583,205	7,786	-3.9%	Shares	Sole	2024-08-06
2024-03-31	$1,863,673	8,098	-3.7%	Shares	Sole	2024-05-07
2023-12-31	$1,601,639	8,408	-9.9%	Shares	Sole	2024-02-23
2020-12-31	$1,310,073	9,333	-1.6%	Shares	Sole	2021-01-15
2020-09-30	$1,025,749	9,481	+31.7%	Shares	Sole	2020-10-13
2020-06-30	$821,160	7,200	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.