HARBOR INVESTMENT ADVISORY, LLC

Position in AIZ — Assurant, Inc.

CIK 1468792 LUTHERVILLE, MD

Position in AIZ

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$161,118

+$30,432 QoQ

Shares Held

600

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#442

of 596 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $6,242,233 across 11 Insurance - Property & Casualty names. AIZ ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	2,198	$4,292,715
2	CB	Chubb Ltd	1,810	$616,739
3	ALL	Allstate Corp	1,511	$359,527
4	PLMR	Palomar Holdings, Inc.	1,817	$229,650
5	TRV	Travelers Companies, Inc.	668	$220,520
6	AIZ	Assurant, Inc. This page	600	$161,118
7	KNSL	Kinsale Capital Group, Inc.	469	$154,680
8	WRB	Berkley W R Corp	1,390	$98,036

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,118	600	0.0%	Shares	Sole	2026-07-07
2026-03-31	$130,686	600	-17.0%	Shares	Sole	2026-04-23
2025-12-31	$174,134	723	0.0%	Shares	Sole	2026-01-07
2025-09-30	$156,601	723	-25.7%	Shares	Sole	2025-10-27
2025-06-30	$192,157	973	+34.6%	Shares	Sole	2025-07-01
2025-03-31	$151,649	723	0.0%	Shares	Sole	2025-04-09
2024-12-31	$154,158	723	0.0%	Shares	Sole	2025-01-16
2024-09-30	$143,775	723	0.0%	Shares	Sole	2024-10-04
2024-06-30	$120,198	723	0.0%	Shares	Sole	2024-07-19
2024-03-31	$136,097	723	0.0%	Shares	Sole	2024-04-12
2023-12-31	$121,818	723	+38.2%	Shares	Sole	2024-01-26
2023-09-30	$75,092	523	+2173.9%	Shares	Sole	2023-10-13
2023-06-30	$2,891	23	0.0%	Shares	Sole	2023-07-14
2023-03-31	$2,761	23	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.