Position in AIZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,325,567
+$3,960,161 QoQ
Shares Held
71,968
+2.0% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#78
of 596 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $64,229,723 across 9 Insurance - Property & Casualty names. AIZ ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
333,691 | $23,535,226 | |
| 2 | AIZ |
Assurant, Inc.
This page
|
71,968 | $19,325,567 | |
| 3 | ALL |
Allstate Corp
|
34,358 | $8,175,142 | |
| 4 | UFCS |
United Fire Group Inc
|
103,681 | $5,437,031 | |
| 5 | MCY |
Mercury General Corp
|
30,351 | $3,236,023 | |
| 6 | LMND |
Lemonade, Inc.
|
47,477 | $3,088,378 | |
| 7 | ORI |
Old Republic International Corp
|
15,341 | $627,753 | |
| 8 | CB |
Chubb Ltd
|
1,284 | $437,510 |
All Filings in AIZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,325,567 | 71,968 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,365,406 | 70,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,816,628 | 69,822 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,886,268 | 68,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,526,287 | 68,491 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,359,904 | 68,462 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,153,756 | 66,381 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,447,112 | 67,621 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,627,543 | 51,895 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,961,353 | 47,606 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,505,892 | 44,548 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $12,150,963 | 83,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,723,881 | 85,183 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,639,860 | 80,514 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $11,736,757 | 74,401 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,823,327 | 37,286 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,279,514 | 37,240 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,009,490 | 36,775 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,514,066 | 37,211 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,842,388 | 37,200 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,802,511 | 36,531 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||