COLDSTREAM CAPITAL MANAGEMENT INC

Position in AIZ — Assurant, Inc.

CIK 1082339 BELLEVUE, WA

Position in AIZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$639,369

+$156,920 QoQ

Shares Held

2,381

+7.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#299

of 605 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $20,447,593 across 17 Insurance - Property & Casualty names. AIZ ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	16,075	$3,511,583
2	CB	Chubb Ltd	9,741	$3,319,147
3	ALL	Allstate Corp	10,933	$2,601,398
4	TRV	Travelers Companies, Inc.	7,600	$2,508,912
5	RLI	Rli Corp	36,478	$2,154,755
6	SIGI	Selective Insurance Group Inc	6,788	$658,503
7	AIZ	Assurant, Inc. This page	2,381	$639,369
8	WRB	Berkley W R Corp	9,039	$637,520

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,369	2,381	+7.5%	Shares	Sole	2026-08-14
2026-03-31	$482,449	2,215	-9.3%	Shares	Sole	2026-05-08
2025-12-31	$588,155	2,442	-0.4%	Shares	Sole	2026-02-09
2025-09-30	$531,103	2,452	+12.4%	Shares	Sole	2025-11-19
2025-06-30	$430,923	2,182	+3.0%	Shares	Sole	2025-08-12
2025-03-31	$444,250	2,118	+10.8%	Shares	Sole	2025-05-13
2024-12-31	$407,676	1,912	+18.6%	Shares	Sole	2025-02-14
2024-09-30	$320,562	1,612	-1.9%	Shares	Sole	2024-11-18
2024-06-30	$273,148	1,643	-0.8%	Shares	Sole	2024-08-07
2024-03-31	$311,913	1,657	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$284,411	1,688	+9.0%	Shares	Sole	2024-02-09
2023-09-30	$222,261	1,548	—	Shares	Sole	2023-11-02
No filing history on record for this holder in this stock.