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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lido Advisors's CB Position: Q2 2026 in Review

Lido Advisors increased its Chubb (CB) stake by 7.3% in Q2 2026, buying an estimated $1.66M and bringing the position to 74,326 shares worth $25.4M. The position accounts for 0.07% of the portfolio, ranked #187.

Lido Advisors first reported a position in CB in Q1 2016 and has held it in 34 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Lido Advisors held 74,326 shares of Chubb worth $25.4M as of Q2 2026.
  • Lido Advisors bought 5,078 Chubb shares in Q2 2026, an estimated $1.66M.
  • Chubb made up 0.07% of Lido Advisors's portfolio in Q2 2026, its #187 holding.
  • Lido Advisors first reported a position in Chubb in Q1 2016 and has held it in 34 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.