Coastal Bridge Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
7,906
-878
-10% -$254K 0.19% 125
2025
Q1
$2.65M Buy
+8,784
New +$2.65M 0.65% 40