BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in TRV — Travelers Companies, Inc.
CIK 911274
CANTON, OH
Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$464,478
+$111,546 QoQ
Shares Held
1,407
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,091
of 1,829 holders
Holding Since
Jun 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV 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. TRV ranks #6 (1.7% 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
|
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.
This page
|
1,407 | $464,478 | |
| 7 | PGR |
Progressive Corp/Oh/
|
961 | $209,930 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,478 | 1,407 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $352,932 | 1,210 | Shares | Sole | 2026-04-16 | |
| 2020-06-30 | $7,413 | 65 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||