Coastal Bridge Advisors, LLC

Position in CB — Chubb Ltd

CIK 1665976 WESTPORT, CT

Position in CB

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,741,253

+$59,501 QoQ

Shares Held

8,045

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#761

of 2,131 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $9,599,892 across 5 Insurance - Property & Casualty names. CB ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	17,851	$4,247,466
2	CB	Chubb Ltd This page	8,045	$2,741,253
3	TRV	Travelers Companies, Inc.	4,262	$1,406,971
4	WRB	Berkley W R Corp	9,188	$648,029
5	PGR	Progressive Corp/Oh/	2,546	$556,173

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,741,253	8,045	-2.2%	Shares	Sole	2026-08-17
2026-03-31	$2,681,752	8,228	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$2,550,956	8,173	+0.6%	Shares	Sole	2026-02-18
2025-09-30	$2,292,152	8,121	+2.7%	Shares	Sole	2025-11-03
2025-06-30	$2,290,526	7,906	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.