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Livermore
Livermore
ZHEN

Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

CB holding history

Chubb Ltd in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
1,908
Value
$650.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CB by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,908$650.0K<0.1%−16−0.8%ReducedHolders
Q1 20261,924$627.0K<0.1%−16−0.8%ReducedHolders
Q4 20251,940$606.0K<0.1%−20−1.0%ReducedHolders
Q3 20251,960$553.0K<0.1%−674−25.6%ReducedHolders
Q2 20252,634$763.0K0.1%−25−0.9%ReducedHolders
Q1 20252,659$803.0K0.1%+1,475+124.6%AddedHolders
Q4 20241,184$327.0K<0.1%−78−6.2%ReducedHolders
Q3 20241,262$364.0K<0.1%−15−1.2%ReducedHolders
Q2 20241,277$326.0K<0.1%−450−26.1%ReducedHolders
Q1 20241,727$448.0K<0.1%−178−9.3%ReducedHolders
Q4 20231,905$431.0K<0.1%−35−1.8%ReducedHolders
Q3 20231,940$404.0K<0.1%−185−8.7%ReducedHolders
Q2 20232,125$409.0K<0.1%00.0%UnchangedHolders
Q1 20232,125$413.0K<0.1%+1,040+95.9%AddedHolders
Q4 20221,085$239.0K<0.1%−55−4.8%ReducedHolders
Q3 20221,140$207.0K<0.1%00.0%UnchangedHolders
Q2 20221,140$224.0K<0.1%−54−4.5%ReducedHolders
Q1 20221,194$255.0K<0.1%−330−21.7%ReducedHolders
Q4 20211,524$295.0K<0.1%−120−7.3%ReducedHolders
Q3 20211,644$285.0K<0.1%−195−10.6%ReducedHolders
Q2 20211,839$292.0K<0.1%−341−15.6%ReducedHolders
Q1 20212,180$344.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.