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Coastal Bridge Advisors’s Chubb CB Stock Holding History

Coastal Bridge Advisors’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
Q1 		$2.68M Buy
8,228
+55
+0.7% +$17.6K 0.19% 122
2025
Q4 		$2.55M Buy
8,173
+52
+0.6% +$15.2K 0.19% 128
2025
Q3 		$2.29M Buy
8,121
+215
+3% +$59.2K 0.17% 133
2025
Q2 		$2.29M Sell
7,906
-878
-10% -$253K 0.19% 126
2025
Q1 		$2.65M Buy
+8,784
New +$2.44M 0.65% 40

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coastal Bridge Advisors's CB Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Chubb (CB) stake by 0.67% in Q1 2026, buying an estimated $17.6K and bringing the position to 8,228 shares worth $2.68M. The position accounts for 0.19% of the portfolio, ranked #122.

Coastal Bridge Advisors first reported a position in CB in Q1 2025 and has held it in 5 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Coastal Bridge Advisors held 8,228 shares of Chubb worth $2.68M as of Q1 2026.
  • Coastal Bridge Advisors bought 55 Chubb shares in Q1 2026, an estimated $17.6K.
  • Chubb made up 0.19% of Coastal Bridge Advisors's portfolio in Q1 2026, its #122 holding.
  • Coastal Bridge Advisors first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.