Position in AIZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,536,003
+$707,087 QoQ
Shares Held
13,168
+1.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#173
of 605 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $56,058,488 across 11 Insurance - Property & Casualty names. AIZ ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
87,078 | $19,022,189 | |
| 2 | TRV |
Travelers Companies, Inc.
|
31,701 | $10,465,134 | |
| 3 | ALL |
Allstate Corp
|
38,342 | $9,123,095 | |
| 4 | CINF |
Cincinnati Financial Corp
|
22,998 | $4,257,849 | |
| 5 | AIZ |
Assurant, Inc.
This page
|
13,168 | $3,536,003 | |
| 6 | WRB |
Berkley W R Corp
|
43,816 | $3,090,342 | |
| 7 | L |
Loews Corp
|
25,096 | $2,841,118 | |
| 8 | AFG |
American Financial Group Inc
|
9,095 | $1,272,754 |
All Filings in AIZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,536,003 | 13,168 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,828,916 | 12,988 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,731,720 | 11,342 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,578,623 | 11,905 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,394,566 | 12,125 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,590,622 | 12,351 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,636,038 | 12,363 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,560,521 | 12,876 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,240,218 | 13,475 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,442,225 | 12,974 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,245,297 | 13,326 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,875,585 | 13,063 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,264,491 | 10,058 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $900,764 | 7,502 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $937,324 | 7,495 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,070,058 | 7,366 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,290,152 | 7,464 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||