APPLETON PARTNERS INC/MA

Position in CB — Chubb Ltd

CIK 1055290 BOSTON, MA

Position in CB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$650,131

+$23,042 QoQ

Shares Held

1,908

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,264

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $1,660,575 across 3 Insurance - Property & Casualty names. CB ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	1,908	$650,131
2	TRV	Travelers Companies, Inc.	1,789	$590,584
3	PGR	Progressive Corp/Oh/	1,922	$419,860

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$650,131	1,908	-0.8%	Shares	Sole	2026-07-21
2026-03-31	$627,089	1,924	-0.8%	Shares	Sole	2026-04-28
2025-12-31	$605,512	1,940	-1.0%	Shares	Sole	2026-01-09
2025-09-30	$553,210	1,960	-25.6%	Shares	Sole	2025-11-05
2025-06-30	$763,122	2,634	-0.9%	Shares	Sole	2025-07-22
2025-03-31	$802,991	2,659	+124.6%	Shares	Sole	2025-04-22
2024-12-31	$327,139	1,184	-6.2%	Shares	Sole	2025-01-28
2024-09-30	$363,948	1,262	-1.2%	Shares	Sole	2024-10-01
2024-06-30	$325,737	1,277	-26.1%	Shares	Sole	2024-07-02
2024-03-31	$447,517	1,727	-9.3%	Shares	Sole	2024-04-01
2023-12-31	$430,530	1,905	-1.8%	Shares	Sole	2024-01-02
2023-09-30	$403,869	1,940	-8.7%	Shares	Sole	2023-10-03
2023-06-30	$409,190	2,125	0.0%	Shares	Sole	2023-07-10
2023-03-31	$412,632	2,125	+95.9%	Shares	Sole	2023-04-10
2022-12-31	$239,351	1,085	-4.8%	Shares	Sole	2023-01-19
2022-09-30	$207,343	1,140	0.0%	Shares	Sole	2022-10-27
2022-06-30	$224,101	1,140	-4.5%	Shares	Sole	2022-07-08
2022-03-31	$255,396	1,194	-21.7%	Shares	Sole	2022-04-05
2021-12-31	$294,604	1,524	-7.3%	Shares	Sole	2022-02-03
2021-09-30	$285,201	1,644	-10.6%	Shares	Sole	2021-10-14
2021-06-30	$292,290	1,839	-15.6%	Shares	Sole	2021-07-07
2021-03-31	$344,374	2,180	-15.7%	Shares	Sole	2021-04-19
2020-12-31	$397,883	2,585	-69.0%	Shares	Sole	2021-01-19
2020-09-30	$969,369	8,348	-15.8%	Shares	Sole	2020-10-14
2020-06-30	$1,254,804	9,910	-4.0%	Shares	Sole	2020-08-14
2020-03-31	$1,153,199	10,325	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.