WBI INVESTMENTS, LLC

Position in AIZ — Assurant, Inc.

CIK 1397424 RED BANK, NJ

Position in AIZ

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$773,366

+$122,986 QoQ

Shares Held

2,880

-3.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#281

of 605 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 52% Shared 48% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $4,348,639 across 5 Insurance - Property & Casualty names. AIZ ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KNSL	Kinsale Capital Group, Inc.	5,356	$1,766,461
2	AIZ	Assurant, Inc. This page	2,880	$773,366
3	SIGI	Selective Insurance Group Inc	7,090	$687,800
4	PGR	Progressive Corp/Oh/	3,130	$683,748
5	KMPR	KEMPER Corp	16,219	$437,264

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$773,366	2,880	-3.5%	Shares	Defined	2026-08-11
2026-03-31	$650,380	2,986	-42.4%	Shares	Defined	2026-05-11
2025-12-31	$1,248,084	5,182	+106.5%	Shares	Defined	2026-02-13
2025-09-30	$543,665	2,510	+120.4%	Shares	Defined	2025-11-20
2025-06-30	$224,940	1,139	-59.2%	Shares	Defined	2025-08-11
2025-03-31	$585,202	2,790	-77.4%	Shares	Defined	2025-05-22
2023-09-30	$1,769,910	12,327	-26.6%	Shares	Defined	2023-11-09
2020-12-31	$2,287,133	16,790	-83.2%	Shares	Defined	2021-02-04
2020-09-30	$12,126,754	99,965	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.