Position in AIZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,111,742
+$1,302,498 QoQ
Shares Held
22,760
+3.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#130
of 611 holders
Holding Since
Mar 2024
6 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, 2026Hillsdale Investment Management Inc. holds $31,370,327 across 6 Insurance - Property & Casualty names. AIZ ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UFCS |
United Fire Group Inc
|
241,568 | $12,667,825 | |
| 2 | AIZ |
Assurant, Inc.
This page
|
22,760 | $6,111,742 | |
| 3 | LMND |
Lemonade, Inc.
|
85,700 | $5,574,785 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
16,300 | $3,490,156 | |
| 5 | HMN |
Horace Mann Educators Corp /De/
|
40,600 | $2,096,990 | |
| 6 | ALL |
Allstate Corp
|
6,005 | $1,428,829 |
All Filings in AIZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,111,742 | 22,760 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||