Lido Advisors
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Lido Advisors’s Chubb CB Stock Holding History

Lido 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
2024
Q4 		– Sell
-300
Closed -$86.5K – 1507
2024
Q3 		$86.5K Hold
300
– – ﹤0.01% 1405
2024
Q2 		$76.5K Hold
300
– – ﹤0.01% 1359
2024
Q1 		$77.7K Hold
300
– – ﹤0.01% 1332
2023
Q4 		$67.8K Hold
300
– – ﹤0.01% 1304
2023
Q3 		$62.5K Buy
+300
New +$60.6K ﹤0.01% 1160

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

Lido Advisors's CB Position: Q1 2026 in Review

Lido Advisors increased its Chubb (CB) stake by 4.4% in Q1 2026, buying an estimated $944K and bringing the position to 69,248 shares worth $22.6M. The position accounts for 0.07% of the portfolio, ranked #185.

Lido Advisors first reported a position in CB in Q1 2016 and has held it in 33 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Lido Advisors held 69,248 shares of Chubb worth $22.6M as of Q1 2026.
  • Lido Advisors bought 2,941 Chubb shares in Q1 2026, an estimated $944K.
  • Chubb made up 0.07% of Lido Advisors's portfolio in Q1 2026, its #185 holding.
  • Lido Advisors first reported a position in Chubb in Q1 2016 and has held it in 33 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.