Position in AIZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$268,530
+$50,720 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#408
of 605 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WBH ADVISORY INC holds $3,150,816 across 3 Insurance - Property & Casualty names. AIZ ranks #3 (8.5% of the industry book) .
All Filings in AIZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,530 | 1,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $217,810 | 1,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $240,850 | 1,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $216,600 | 1,000 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $209,750 | 1,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $213,220 | 1,000 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||