Union Savings Bank Portfolio Holdings

Union Savings Bank has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 389 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $23.3B, Berkshire Hathaway Inc with a value of $22.1B, Ishares Core S&P Mid Cap ETF with a value of $10.7B, Spdr S&P 500 ETF Trust with a value of $10.5B, and Microsoft Corp with a value of $7.35B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $190B to 204B.

Union Savings Bank is based out at Litchfield, CT

Below you can find more details about Union Savings Bank portfolio as well as his latest detailed transactions.