Position in AIZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,833
+$2,220 QoQ
Shares Held
18
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#542
of 605 holders
Holding Since
Dec 2025
3 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, 2026IMA Advisory Services, Inc. holds $1,105,129 across 9 Insurance - Property & Casualty names. AIZ ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,843 | $914,403 | |
| 2 | TRV |
Travelers Companies, Inc.
|
311 | $102,667 | |
| 3 | CB |
Chubb Ltd
|
117 | $39,866 | |
| 4 | L |
Loews Corp
|
145 | $16,415 | |
| 5 | TKOMY |
Tokio Marine Holdings, Inc.
|
285 | $12,628 | |
| 6 | ORI |
Old Republic International Corp
|
175 | $7,161 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28 | $6,116 | |
| 8 | AIZ |
Assurant, Inc.
This page
|
18 | $4,833 |
All Filings in AIZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,833 | 18 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,613 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,890 | 12 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||