PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in AIZ — Assurant, Inc.

CIK 12600 DES MOINES, IA

Position in AIZ

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,996,520

+$1,208,702 QoQ

Shares Held

7,435

+105.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#210

of 604 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $18,157,486 across 13 Insurance - Property & Casualty names. AIZ ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	20,512	$6,989,258
2	PGR	Progressive Corp/Oh/	11,888	$2,596,933
3	AIZ	Assurant, Inc. This page	7,435	$1,996,520
4	ALL	Allstate Corp	6,571	$1,563,503
5	TRV	Travelers Companies, Inc.	3,593	$1,186,121
6	MKL	Markel Group Inc.	511	$997,988
7	WRB	Berkley W R Corp	8,613	$607,474
8	L	Loews Corp	4,382	$496,086

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,996,520	7,435	+105.6%	Shares	Sole	2026-08-04
2026-03-31	$787,818	3,617	-36.0%	Shares	Sole	2026-05-13
2025-12-31	$1,361,765	5,654	+13.2%	Shares	Sole	2026-02-12
2025-09-30	$1,081,483	4,993	+7.9%	Shares	Sole	2025-11-12
2025-06-30	$914,181	4,629	-19.1%	Shares	Sole	2025-08-11
2025-03-31	$1,199,560	5,719	0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,219,405	5,719	+10.2%	Shares	Sole	2025-01-30
2024-09-30	$1,032,282	5,191	+47.4%	Shares	Sole	2024-10-28
2024-06-30	$585,366	3,521	+63.8%	Shares	Sole	2024-07-31
2024-03-31	$404,716	2,150	+160.3%	Shares	Sole	2024-05-10
2023-12-31	$139,172	826	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.