Position in ACIC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$985,324
-$32,159 QoQ
Shares Held
88,768
-1.9% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 134 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACIC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $57,906,647 across 16 Insurance - Property & Casualty names. ACIC ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
74,326 | $25,325,840 | |
| 2 | ALL |
Allstate Corp
|
36,412 | $8,663,870 | |
| 3 | PGR |
Progressive Corp/Oh/
|
34,530 | $7,543,077 | |
| 4 | TRV |
Travelers Companies, Inc.
|
17,677 | $5,835,530 | |
| 5 | WRB |
Berkley W R Corp
|
30,007 | $2,116,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
8,415 | $1,557,952 | |
| 7 | LMND |
Lemonade, Inc.
|
20,857 | $1,356,747 | |
| 8 | MKL |
Markel Group Inc.
|
613 | $1,197,195 |
All Filings in ACIC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,324 | 88,768 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,017,483 | 90,443 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,144,745 | 90,637 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,032,355 | 90,637 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,008,005 | 90,648 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,048,797 | 90,648 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,173,039 | 87,150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,003,030 | 89,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $938,950 | 89,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $962,100 | 90,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,156,570 | 122,259 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $904,242 | 122,859 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $760,202 | 170,449 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $692,214 | 245,466 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $276,092 | 260,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $137,665 | 215,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $273,159 | 175,102 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $579,587 | 175,102 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $747,256 | 172,179 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $617,198 | 170,027 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $955,143 | 167,569 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,195,634 | 165,830 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $940,276 | 164,384 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $984,156 | 162,402 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,260,912 | 161,242 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,478,566 | 160,018 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||