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 Q2	$2.74M	Sell	8,045 -183	-2%	-$59.7K	0.17%	136
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	0.24%	102

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Coastal Bridge Advisors's CB Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Chubb (CB) stake by 2.2% in Q2 2026, selling an estimated $59.7K and leaving 8,045 shares worth $2.74M. The position accounts for 0.17% of the portfolio, ranked #136.

Coastal Bridge Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Coastal Bridge Advisors held 8,045 shares of Chubb worth $2.74M as of Q2 2026.
Coastal Bridge Advisors sold 183 Chubb shares in Q2 2026, an estimated $59.7K.
Chubb made up 0.17% of Coastal Bridge Advisors's portfolio in Q2 2026, its #136 holding.
Coastal Bridge Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.