Position in AIZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$80,559
New position
Shares Held
300
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#464
of 610 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,968,225 across 13 Insurance - Property & Casualty names. AIZ ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
5,017 | $1,656,212 | |
| 2 | ALL |
Allstate Corp
|
2,624 | $624,354 | |
| 3 | PGR |
Progressive Corp/Oh/
|
633 | $138,278 | |
| 4 | ORI |
Old Republic International Corp
|
2,187 | $89,492 | |
| 5 | L |
Loews Corp
|
787 | $89,096 | |
| 6 | AIZ |
Assurant, Inc.
This page
|
300 | $80,559 | |
| 7 | MCY |
Mercury General Corp
|
641 | $68,343 | |
| 8 | RLI |
Rli Corp
|
1,042 | $61,550 |
All Filings in AIZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,559 | 300 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||