KELLEHER FINANCIAL ADVISORS

Position in AIZ — Assurant, Inc.

CIK 1507971 NEW YORK, NY

Position in AIZ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,222

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#557

of 605 holders

Holding Since

Jun 2026

1 quarter on record

Financial Services · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $453,169 across 7 Insurance - Property & Casualty names. AIZ ranks #7 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	1,127	$246,193
2	MKL	Markel Group Inc.	40	$78,120
3	TRUP	Trupanion, Inc.	1,700	$42,109
4	CB	Chubb Ltd	101	$34,414
5	ALL	Allstate Corp	119	$28,314
6	TRV	Travelers Companies, Inc.	63	$20,797
7	AIZ	Assurant, Inc. This page	12	$3,222

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,222	12	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.