Position in AIZ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$39,473
+$15,950 QoQ
Shares Held
147
+36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 604 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $2,506,624 across 19 Insurance - Property & Casualty names. AIZ ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,687 | $915,568 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,367 | $735,521 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,284 | $423,874 | |
| 4 | WRB |
Berkley W R Corp
|
1,819 | $128,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
548 | $101,456 | |
| 6 | HCI |
HCI Group, Inc.
|
543 | $95,160 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
147 | $39,473 | |
| 8 | ALL |
Allstate Corp
|
132 | $31,408 |
All Filings in AIZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,473 | 147 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $23,523 | 108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,524 | 52 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,880 | 41 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||