Coastal Bridge Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1665976 WESTPORT, CT

Position in TRV

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

Position Value

$1,406,971

+$90,620 QoQ

Shares Held

4,262

-5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#714

of 1,829 holders

Holding Since

Mar 2021

22 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. TRV ranks #3 (14.7% of the industry book) .

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

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,406,971	4,262	-5.6%	Shares	Sole	2026-08-17
2026-03-31	$1,316,351	4,513	+6.0%	Shares	Sole	2026-05-14
2025-12-31	$1,235,075	4,258	-0.7%	Shares	Sole	2026-02-18
2025-09-30	$1,197,016	4,287	-1.7%	Shares	Sole	2025-11-03
2025-06-30	$1,166,206	4,359	+5.0%	Shares	Sole	2025-08-14
2025-03-31	$1,097,509	4,150	+54.3%	Shares	Sole	2025-08-25
2024-12-31	$647,994	2,690	-10.7%	Shares	Sole	2025-02-14
2024-09-30	$705,637	3,014	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$612,053	3,010	+0.3%	Shares	Sole	2024-08-16
2024-03-31	$690,880	3,002	0.0%	Shares	Sole	2024-05-15
2023-12-31	$571,850	3,002	+0.2%	Shares	Sole	2024-02-15
2023-09-30	$489,440	2,997	+7.4%	Shares	Sole	2023-11-14
2023-06-30	$484,685	2,791	+9.7%	Shares	Sole	2023-08-17
2023-03-31	$436,238	2,545	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$476,224	2,540	+0.2%	Shares	Sole	2023-02-08
2022-09-30	$388,515	2,536	+19.0%	Shares	Sole	2022-11-15
2022-06-30	$360,416	2,131	+0.1%	Shares	Sole	2022-11-15
2022-03-31	$388,849	2,128	-33.0%	Shares	Sole	2022-05-13
2021-12-31	$497,134	3,178	+49.8%	Shares	Sole	2022-05-20
2021-09-30	$322,565	2,122	+0.1%	Shares	Sole	2022-05-20
2021-06-30	$317,235	2,119	+8.4%	Shares	Sole	2021-08-10
2021-03-31	$294,032	1,955	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.