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Independence Bank of Kentucky’s Chubb CB Stock Holding History

Independence Bank of Kentucky’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 		$468K Sell
1,373
-214
-13% -$69.8K 0.05% 221
2026
Q1 		$517K Sell
1,587
-75
-5% -$24.1K 0.07% 205
2025
Q4 		$519K Sell
1,662
-15
-0.9% -$4.39K 0.06% 203
2025
Q3 		$473K Sell
1,677
-40
-2% -$11K 0.06% 211
2025
Q2 		$497K Sell
1,717
-244
-12% -$70.2K 0.07% 196
2025
Q1 		$592K Sell
1,961
-196
-9% -$54.5K 0.09% 183
2024
Q4 		$596K Sell
2,157
-75
-3% -$21.3K 0.09% 179
2024
Q3 		$644K Buy
2,232
+263
+13% +$72.1K 0.14% 150
2024
Q2 		$502K Sell
1,969
-25
-1% -$6.42K 0.13% 157
2024
Q1 		$517K Sell
1,994
-165
-8% -$40.6K 0.15% 148
2023
Q4 		$488K Sell
2,159
-505
-19% -$110K 0.17% 139
2023
Q3 		$555K Buy
2,664
+233
+10% +$47.1K 0.23% 102
2023
Q2 		$468K Sell
2,431
-103
-4% -$20.2K 0.19% 116
2023
Q1 		$492K Sell
2,534
-80
-3% -$16.8K 0.21% 109
2022
Q4 		$577K Buy
2,614
+149
+6% +$31K 0.26% 101
2022
Q3 		$448K Buy
2,465
+215
+10% +$40.8K 0.22% 108
2022
Q2 		$442K Sell
2,250
-180
-7% -$37.1K 0.2% 108
2022
Q1 		$520K Buy
2,430
+765
+46% +$155K 0.21% 111
2021
Q4 		$322K Hold
1,665
– – 0.13% 124
2021
Q3 		$289K Buy
1,665
+95
+6% +$16.7K 0.13% 132
2021
Q2 		$250K Buy
1,570
+445
+40% +$73.8K 0.11% 142
2021
Q1 		$178K Buy
1,125
+275
+32% +$44.3K 0.09% 151
2020
Q4 		$131K Buy
850
+125
+17% +$17.5K 0.07% 166
2020
Q3 		$84K Buy
725
+200
+38% +$25.1K 0.05% 182
2020
Q2 		$66K Buy
525
+475
+950% +$55K 0.04% 182
2020
Q1 		$6K Buy
+50
New +$7.17K ﹤0.01% 304

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Independence Bank of Kentucky's CB Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Chubb (CB) stake by 13% in Q2 2026, selling an estimated $69.8K and leaving 1,373 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #221.

Independence Bank of Kentucky first reported a position in CB in Q1 2020 and has held it in 26 quarters since. The position peaked at $644K in Q3 2024. 1,135 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Independence Bank of Kentucky held 1,373 shares of Chubb worth $468K as of Q2 2026.
  • Independence Bank of Kentucky sold 214 Chubb shares in Q2 2026, an estimated $69.8K.
  • Chubb made up 0.05% of Independence Bank of Kentucky's portfolio in Q2 2026, its #221 holding.
  • Independence Bank of Kentucky first reported a position in Chubb in Q1 2020 and has held it in 26 quarters since.
  • Independence Bank of Kentucky's Chubb position peaked at $644K in Q3 2024.
  • 1,135 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.