APPLETON PARTNERS INC/MA

Position in PGR — Progressive Corp/Oh/

CIK 1055290 BOSTON, MA

Position in PGR

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

Position Value

$419,860

+$25,165 QoQ

Shares Held

1,922

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,228

of 1,812 holders

Holding Since

Dec 2025

3 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $1,660,575 across 3 Insurance - Property & Casualty names. PGR ranks #3 (25.3% of the industry book) .

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

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,860	1,922	-3.5%	Shares	Sole	2026-07-21
2026-03-31	$394,695	1,991	-0.3%	Shares	Sole	2026-04-28
2025-12-31	$454,756	1,997	—	Shares	Sole	2026-01-09
No filing history on record for this holder in this stock.