Position in ORI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$372,085
-$34,895 QoQ
Shares Held
9,093
-10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#374
of 651 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in ORI 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. ORI ranks #14 (0.6% 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 ORI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,085 | 9,093 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $406,980 | 10,200 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $374,932 | 8,215 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $345,450 | 8,134 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $282,534 | 7,350 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $312,583 | 7,970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $245,838 | 6,793 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,518 | 6,734 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,007,525 | 32,606 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $220,231 | 7,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $273,802 | 9,313 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,256,413 | 83,757 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $871,592 | 38,980 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||