Position in AIZ
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,809,244
-$171,534 QoQ
Shares Held
22,080
+6.8% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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 Mar 31, 2026Hillsdale Investment Management Inc. holds $24,413,219 across 8 Insurance - Property & Casualty names. AIZ ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UFCS |
United Fire Group Inc
|
211,768 | $7,848,122 | |
| 2 | LMND |
Lemonade, Inc.
|
80,800 | $5,064,544 | |
| 3 | AIZ |
Assurant, Inc.
This page
|
22,080 | $4,809,244 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
16,300 | $2,825,605 | |
| 5 | HMN |
Horace Mann Educators Corp /De/
|
57,600 | $2,458,368 | |
| 6 | ALL |
Allstate Corp
|
5,285 | $1,095,791 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
2,460 | $293,970 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
8 | $17,575 |
All Filings in AIZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,809,244 | 22,080 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,980,778 | 20,680 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $905,388 | 4,180 | Shares | Sole | 2025-11-10 | |
| 2024-06-30 | $596,006 | 3,585 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $617,427 | 3,280 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||