Position in L
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$236,835
-$40,048 QoQ
Shares Held
2,092
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 781 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in L 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. L ranks #15 (0.4% 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 L
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,835 | 2,092 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $276,883 | 2,594 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $262,959 | 2,497 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $249,971 | 2,490 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||