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
2026
Q2 		$1.29M Sell
3,800
-100
-3% -$32.6K ﹤0.01% 972
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
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.