Position in AIZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,842,184
+$6,419,873 QoQ
Shares Held
51,548
+51.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 611 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. AIZ ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
576,647 | $196,486,698 | |
| 2 | TRV |
Travelers Companies, Inc.
|
409,993 | $135,346,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
444,022 | $96,996,605 | |
| 4 | ALL |
Allstate Corp
|
374,144 | $89,023,823 | |
| 5 | CINF |
Cincinnati Financial Corp
|
150,719 | $27,904,115 | |
| 6 | ORI |
Old Republic International Corp
|
426,745 | $17,462,405 | |
| 7 | MKL |
Markel Group Inc.
|
8,779 | $17,145,474 | |
| 8 | WRB |
Berkley W R Corp
|
231,781 | $16,347,513 |
All Filings in AIZ
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,842,184 | 51,548 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,422,311 | 34,077 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,201,442 | 42,356 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,837,454 | 36,184 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,902,581 | 29,888 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,642,572 | 31,669 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,971,863 | 23,318 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,895,334 | 9,531 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,405,145 | 8,452 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,256,621 | 11,988 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,195,099 | 7,093 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $211,083 | 1,679 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $201,721 | 1,613 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $280,080 | 1,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $510,598 | 2,954 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $210,740 | 1,159 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $360,804 | 2,545 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $505,784 | 3,713 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||