Position in AIZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,336,565
+$2,768,998 QoQ
Shares Held
64,561
-3.5% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 611 holders
Holding Since
Mar 2020
25 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,830,505,028 across 26 Insurance - Property & Casualty names. AIZ ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
307,791 | $601,118,899 | |
| 2 | CB |
Chubb Ltd
|
1,359,475 | $463,227,510 | |
| 3 | PGR |
Progressive Corp/Oh/
|
738,117 | $161,241,657 | |
| 4 | WRB |
Berkley W R Corp
|
1,461,348 | $103,068,872 | |
| 5 | TRV |
Travelers Companies, Inc.
|
279,248 | $92,185,349 | |
| 6 | ALL |
Allstate Corp
|
322,304 | $76,689,013 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
284,718 | $60,963,817 | |
| 8 | CINF |
Cincinnati Financial Corp
|
181,074 | $33,524,039 |
All Filings in AIZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,336,565 | 64,561 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $14,567,567 | 66,882 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $13,623,680 | 56,565 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $13,044,734 | 60,225 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $12,645,876 | 64,033 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $16,630,867 | 79,289 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,098,320 | 70,811 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $14,369,622 | 72,260 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $11,295,523 | 67,943 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $12,942,064 | 68,753 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $11,524,547 | 68,399 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $9,270,960 | 64,570 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $8,386,906 | 66,711 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $8,437,438 | 70,271 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,805,599 | 70,411 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $10,974,422 | 75,545 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $17,591,980 | 101,776 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,932,112 | 71,122 | Shares | Defined | 2022-05-09 | |
| 2021-09-30 | $12,092,325 | 76,655 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $16,174,000 | 103,560 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,089,623 | 92,330 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $10,557,321 | 77,502 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $10,182,882 | 83,941 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $10,093,291 | 97,718 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,731,061 | 93,487 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||