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Essex Savings Bank’s Chubb CB Stock Holding History

Essex Savings Bank’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$644K Sell
1,891
-26
-1% -$8.48K 0.14% 154
2026
Q1 		$625K Sell
1,917
-478
-20% -$153K 0.14% 141
2025
Q4 		$747K Sell
2,395
-84
-3% -$24.6K 0.16% 120
2025
Q3 		$700K Sell
2,479
-58
-2% -$16K 0.16% 127
2025
Q2 		$735K Buy
2,537
+311
+14% +$89.5K 0.18% 115
2025
Q1 		$672K Sell
2,226
-38
-2% -$10.6K 0.17% 120
2024
Q4 		$626K Sell
2,264
-26
-1% -$7.38K 0.15% 128
2024
Q3 		$660K Sell
2,290
-7
-0.3% -$1.92K 0.16% 125
2024
Q2 		$586K Buy
2,297
+203
+10% +$52.1K 0.16% 126
2024
Q1 		$473K Hold
2,094
– – 0.14% 140
2023
Q4 		$473K Buy
2,094
+394
+23% +$86.2K 0.14% 140
2023
Q3 		$354K Sell
1,700
-4
-0.2% -$809 0.12% 147
2023
Q2 		$328K Buy
1,704
+14
+0.8% +$2.74K 0.11% 160
2023
Q1 		$328K Sell
1,690
-112
-6% -$23.5K 0.11% 160
2022
Q4 		$398K Sell
1,802
-2
-0.1% -$416 0.14% 142
2022
Q3 		$328K Buy
1,804
+774
+75% +$147K 0.13% 148
2022
Q2 		$202K Sell
1,030
-1
-0.1% -$206 0.08% 209
2022
Q1 		$220K Sell
1,031
-2
-0.2% -$406 0.07% 208
2021
Q4 		$200K Buy
+1,033
New +$194K 0.07% 223
2020
Q1 		– Sell
-1,624
Closed -$253K – 149
2019
Q4 		$253K Sell
1,624
-35
-2% -$5.36K 0.13% 154
2019
Q3 		$268K Sell
1,659
-673
-29% -$104K 0.14% 140
2019
Q2 		$344K Buy
2,332
+978
+72% +$141K 0.12% 154
2019
Q1 		$190K Sell
1,354
-2
-0.1% -$266 0.11% 146
2018
Q4 		$175K Buy
+1,356
New +$175K 0.11% 146

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Essex Savings Bank's CB Position: Q2 2026 in Review

Essex Savings Bank reduced its Chubb (CB) stake by 1.4% in Q2 2026, selling an estimated $8.48K and leaving 1,891 shares worth $644K. The position accounts for 0.14% of the portfolio, ranked #154.

Essex Savings Bank first reported a position in CB in Q4 2018 and has held it in 24 quarters since. The position peaked at $747K in Q4 2025. 1,238 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Essex Savings Bank held 1,891 shares of Chubb worth $644K as of Q2 2026.
  • Essex Savings Bank sold 26 Chubb shares in Q2 2026, an estimated $8.48K.
  • Chubb made up 0.14% of Essex Savings Bank's portfolio in Q2 2026, its #154 holding.
  • Essex Savings Bank first reported a position in Chubb in Q4 2018 and has held it in 24 quarters since.
  • Essex Savings Bank's Chubb position peaked at $747K in Q4 2025.
  • 1,238 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.