Position in AIZ
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$818,094
-$123,870 QoQ
Shares Held
3,756
-4.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026SIGNATUREFD, LLC holds $12,186,517 across 33 Insurance - Property & Casualty names. AIZ ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
13,039 | $2,584,851 | |
| 2 | CB |
Chubb Ltd
|
7,645 | $2,491,734 | |
| 3 | TRV |
Travelers Companies, Inc.
|
6,881 | $2,007,050 | |
| 4 | ALL |
Allstate Corp
|
5,063 | $1,049,762 | |
| 5 | AIZ |
Assurant, Inc.
This page
|
3,756 | $818,094 | |
| 6 | L |
Loews Corp
|
4,794 | $511,711 | |
| 7 | WRB |
Berkley W R Corp
|
5,634 | $373,421 | |
| 8 | MKL |
Markel Group Inc.
|
187 | $357,931 |
All Filings in AIZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $818,094 | 3,756 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $941,964 | 3,911 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $926,831 | 4,279 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $699,904 | 3,544 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $720,071 | 3,433 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $728,785 | 3,418 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $677,317 | 3,406 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $557,935 | 3,356 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $675,969 | 3,591 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $580,279 | 3,444 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $614,522 | 4,280 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $545,247 | 4,337 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $520,143 | 4,332 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $539,633 | 4,315 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $627,130 | 4,317 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $742,736 | 4,297 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $764,776 | 4,206 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $663,812 | 4,208 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $646,272 | 4,138 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $585,368 | 4,129 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $562,861 | 4,132 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $505,741 | 4,169 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $364,200 | 3,526 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $361,088 | 3,469 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||