CANANDAIGUA NATIONAL CORP

Position in TRV — Travelers Companies, Inc.

CIK 759458 CANANDAIGUA, NY

Position in TRV

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$2,390,609

-$72,259 QoQ

Shares Held

8,196

-37.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $7,471,790 across 4 Insurance - Property & Casualty names. TRV ranks #1 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	8,196	$2,390,609
2	ALL	Allstate Corp	11,158	$2,313,499
3	CB	Chubb Ltd	4,408	$1,436,699
4	PGR	Progressive Corp/Oh/	6,714	$1,330,983

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,390,609	8,196	-37.6%	Shares	Sole	2026-04-08
2022-12-31	$2,462,868	13,136	-2.0%	Shares	Sole	2023-01-25
2022-09-30	$2,053,339	13,403	-2.8%	Shares	Sole	2022-10-05
2022-06-30	$2,332,133	13,789	-1.1%	Shares	Sole	2022-07-05
2022-03-31	$2,548,718	13,948	-1.1%	Shares	Sole	2022-05-09
2021-12-31	$2,206,132	14,103	-0.2%	Shares	Sole	2022-01-04
2021-09-30	$2,148,509	14,134	-5.4%	Shares	Sole	2021-10-04
2021-06-30	$2,236,817	14,941	-9.3%	Shares	Sole	2021-07-06
2021-03-31	$2,478,291	16,478	-23.1%	Shares	Sole	2021-04-05
2020-12-31	$3,007,848	21,428	-3.0%	Shares	Sole	2021-02-11
2020-09-30	$2,390,890	22,099	+0.1%	Shares	Sole	2020-10-19
2020-06-30	$2,516,741	22,067	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.