Position in AIZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,804,790
+$262,696 QoQ
Shares Held
6,721
-5.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#215
of 610 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $45,057,995 across 8 Insurance - Property & Casualty names. AIZ ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
106,757 | $25,401,760 | |
| 2 | SIGI |
Selective Insurance Group Inc
|
88,108 | $8,547,357 | |
| 3 | CB |
Chubb Ltd
|
21,190 | $7,220,280 | |
| 4 | AIZ |
Assurant, Inc.
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|
6,721 | $1,804,790 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
4,042 | $865,473 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,194 | $479,279 | |
| 7 | TRV |
Travelers Companies, Inc.
|
1,446 | $477,353 | |
| 8 | MKL |
Markel Group Inc.
|
134 | $261,703 |
All Filings in AIZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,804,790 | 6,721 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,542,094 | 7,080 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,705,218 | 7,080 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,436,058 | 6,630 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,309,358 | 6,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,411,617 | 6,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,445,631 | 6,780 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,412,900 | 7,105 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,217,448 | 7,323 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,378,481 | 7,323 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,233,852 | 7,323 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,081,875 | 7,535 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $979,987 | 7,795 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $980,971 | 8,170 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,051,129 | 8,405 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,230,436 | 8,470 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,997,800 | 11,558 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||