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
2026 Q1	$1.27M	Buy	3,900 +3,000	+333%	+$963K	﹤0.01%	870
2025 Q4	$281K	Hold	900	–	–	﹤0.01%	1597
2025 Q3	$254K	Buy	+900	New	+$248K	﹤0.01%	1570
2025 Q2	–	Sell	-1,100	Closed	-$332K	–	1670
2025 Q1	$332K	Hold	1,100	–	–	﹤0.01%	1168
2024 Q4	$304K	Hold	1,100	–	–	﹤0.01%	1205
2024 Q3	$317K	Buy	+1,100	New	+$302K	﹤0.01%	1144
2019 Q4	–	Sell	-1,400	Closed	-$226K	–	659
2019 Q3	$226K	Hold	1,400	–	–	0.01%	522
2019 Q2	$206K	Sell	1,400 -200	-13%	-$28.9K	0.01%	511
2019 Q1	$224K	Hold	1,600	–	–	0.01%	466
2018 Q4	$206K	Sell	1,600 -100	-6%	-$12.9K	0.02%	395
2018 Q3	$227K	Buy	+1,700	New	+$230K	0.02%	399

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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.