GHP Investment Advisors, Inc.

Position in AIZ — Assurant, Inc.

CIK 1401561 Denver, CO

Position in AIZ

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,090,791

+$1,063,921 QoQ

Shares Held

18,958

+2.5% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#145

of 605 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

GHP Investment Advisors, Inc. holds $55,302,154 across 19 Insurance - Property & Casualty names. AIZ ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	53,361	$17,615,532
2	WRB	Berkley W R Corp	179,803	$12,681,505
3	PGR	Progressive Corp/Oh/	54,213	$11,842,829
4	MKL	Markel Group Inc.	3,741	$7,306,210
5	AIZ	Assurant, Inc. This page	18,958	$5,090,791
6	CB	Chubb Ltd	1,605	$546,887
7	CINF	Cincinnati Financial Corp	674	$124,784
8	L	Loews Corp	378	$42,793

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,090,791	18,958	+2.5%	Shares	Sole	2026-07-20
2026-03-31	$4,026,870	18,488	-1.4%	Shares	Sole	2026-04-21
2025-12-31	$4,516,178	18,751	+2.3%	Shares	Sole	2026-01-27
2025-09-30	$3,970,061	18,329	+0.9%	Shares	Sole	2025-10-31
2025-06-30	$3,588,787	18,172	+0.9%	Shares	Sole	2025-08-05
2025-03-31	$3,777,597	18,010	+1.1%	Shares	Sole	2025-04-23
2024-12-31	$3,798,727	17,816	-3.5%	Shares	Sole	2025-01-27
2024-09-30	$3,669,961	18,455	-0.7%	Shares	Sole	2024-10-24
2024-06-30	$3,090,753	18,591	-0.9%	Shares	Sole	2024-08-08
2024-03-31	$3,531,947	18,763	-0.4%	Shares	Sole	2024-04-25
2023-12-31	$3,175,531	18,847	-1.5%	Shares	Sole	2024-01-26
2023-09-30	$2,747,259	19,134	+0.5%	Shares	Sole	2023-10-17
2023-06-30	$2,392,451	19,030	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$2,255,875	18,788	+0.4%	Shares	Sole	2023-04-21
2022-12-31	$2,341,248	18,721	-4.0%	Shares	Sole	2023-02-16
2022-09-30	$2,833,636	19,506	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$3,336,350	19,302	+1.7%	Shares	Sole	2022-08-11
2022-03-31	$3,449,496	18,971	+4.8%	Shares	Sole	2022-04-28
2021-09-30	$2,856,063	18,105	+1.4%	Shares	Sole	2021-11-12
2021-06-30	$2,788,750	17,856	+3.5%	Shares	Sole	2021-08-13
2021-03-31	$2,445,107	17,247	+6.1%	Shares	Sole	2021-05-14
2020-12-31	$2,215,209	16,262	+6.3%	Shares	Sole	2021-02-12
2020-09-30	$1,855,679	15,297	+3.9%	Shares	Sole	2020-11-16
2020-06-30	$1,520,841	14,724	+21.6%	Shares	Sole	2020-08-06
2020-03-31	$1,260,321	12,108	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.