Position in AIZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$97,207
New position
Shares Held
362
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#450
of 596 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, 2026USA FINANCIAL FORMULAS holds $622,846 across 7 Insurance - Property & Casualty names. AIZ ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
539 | $183,658 | |
| 2 | L |
Loews Corp
|
945 | $106,983 | |
| 3 | ALL |
Allstate Corp
|
415 | $98,745 | |
| 4 | AIZ |
Assurant, Inc.
This page
|
362 | $97,207 | |
| 5 | UFCS |
United Fire Group Inc
|
1,196 | $62,718 | |
| 6 | CINF |
Cincinnati Financial Corp
|
333 | $61,651 | |
| 7 | TRV |
Travelers Companies, Inc.
|
36 | $11,884 |
All Filings in AIZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,207 | 362 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||