APPLETON PARTNERS INC/MA

Position in TRV — Travelers Companies, Inc.

CIK 1055290 BOSTON, MA

Position in TRV

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

Position Value

$590,584

+$35,226 QoQ

Shares Held

1,789

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#998

of 1,829 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. TRV ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,908	$650,131
2	TRV	Travelers Companies, Inc. This page	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	$590,584	1,789	-6.0%	Shares	Sole	2026-07-21
2026-03-31	$555,358	1,904	-9.6%	Shares	Sole	2026-04-28
2025-12-31	$611,156	2,107	+25.3%	Shares	Sole	2026-01-09
2025-09-30	$469,648	1,682	0.0%	Shares	Sole	2025-11-05
2025-06-30	$450,002	1,682	-5.3%	Shares	Sole	2025-07-22
2025-03-31	$469,680	1,776	-14.1%	Shares	Sole	2025-04-22
2024-12-31	$497,919	2,067	-4.5%	Shares	Sole	2025-01-28
2024-09-30	$506,635	2,164	0.0%	Shares	Sole	2024-10-01
2024-06-30	$440,027	2,164	-4.4%	Shares	Sole	2024-07-02
2024-03-31	$521,036	2,264	-2.2%	Shares	Sole	2024-04-01
2023-12-31	$440,793	2,314	+8.5%	Shares	Sole	2024-01-02
2023-09-30	$348,340	2,133	0.0%	Shares	Sole	2023-10-03
2023-06-30	$370,416	2,133	-0.4%	Shares	Sole	2023-07-10
2023-03-31	$366,988	2,141	0.0%	Shares	Sole	2023-04-10
2022-12-31	$401,416	2,141	-5.0%	Shares	Sole	2023-01-19
2022-09-30	$345,159	2,253	-0.4%	Shares	Sole	2022-10-27
2022-06-30	$382,572	2,262	+3.2%	Shares	Sole	2022-07-08
2022-03-31	$400,361	2,191	0.0%	Shares	Sole	2022-04-05
2021-12-31	$342,738	2,191	-15.4%	Shares	Sole	2022-02-03
2021-09-30	$393,857	2,591	0.0%	Shares	Sole	2021-10-14
2021-06-30	$387,898	2,591	+14.3%	Shares	Sole	2021-07-07
2021-03-31	$340,806	2,266	0.0%	Shares	Sole	2021-04-19
2020-12-31	$318,078	2,266	-7.6%	Shares	Sole	2021-01-19
2020-09-30	$265,390	2,453	-9.0%	Shares	Sole	2020-10-14
2020-06-30	$307,364	2,695	-4.9%	Shares	Sole	2020-08-14
2020-03-31	$281,557	2,834	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.