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Kennebec Savings Bank’s Chubb CB Stock Holding History

Kennebec 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 		$1.03M Buy
3,021
+37
+1% +$12.1K 0.83% 33
2026
Q1 		$973K Sell
2,984
-18
-0.6% -$5.78K 0.87% 33
2025
Q4 		$937K Buy
3,002
+54
+2% +$15.8K 0.81% 37
2025
Q3 		$832K Buy
2,948
+69
+2% +$19K 0.76% 38
2025
Q2 		$834K Buy
2,879
+107
+4% +$30.8K 0.82% 39
2025
Q1 		$837K Buy
2,772
+64
+2% +$17.8K 0.89% 35
2024
Q4 		$709K Sell
2,708
-40
-1% -$11.4K 0.71% 43
2024
Q3 		$792K Buy
+2,748
New +$753K 0.78% 41

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Kennebec Savings Bank increased its Chubb (CB) stake by 1.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,021 shares worth $1.03M. The position accounts for 0.83% of the portfolio, ranked #33.

Kennebec Savings Bank first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 739 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kennebec Savings Bank held 3,021 shares of Chubb worth $1.03M as of Q2 2026.
  • Kennebec Savings Bank bought 37 Chubb shares in Q2 2026, an estimated $12.1K.
  • Chubb made up 0.83% of Kennebec Savings Bank's portfolio in Q2 2026, its #33 holding.
  • Kennebec Savings Bank first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 739 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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