Edgestream Partners, L.P.

Position in AIZ — Assurant, Inc.

CIK 1535061 Princeton, NJ

Position in AIZ

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,175,915

+$3,854,910 QoQ

Shares Held

19,275

+206.0% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#145

of 610 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $42,081,862 across 12 Insurance - Property & Casualty names. AIZ ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTM	White Mountains Insurance Group Ltd	6,578	$13,638,758
2	PGR	Progressive Corp/Oh/	26,143	$5,710,938
3	CNA	Cna Financial Corp	112,227	$5,455,354
4	AIZ	Assurant, Inc. This page	19,275	$5,175,915
5	CINF	Cincinnati Financial Corp	27,405	$5,073,761
6	HMN	Horace Mann Educators Corp /De/	60,480	$3,123,792
7	WRB	Berkley W R Corp	12,700	$895,731
8	TRV	Travelers Companies, Inc.	2,491	$822,328

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,175,915	19,275	+206.0%	Shares	Sole	2026-08-11
2025-03-31	$1,321,005	6,298	-75.4%	Shares	Sole	2025-05-02
2024-09-30	$5,100,162	25,647	+108.1%	Shares	Sole	2024-11-14
2024-03-31	$2,319,493	12,322	+102.5%	Shares	Sole	2024-05-10
2023-09-30	$873,684	6,085	-55.4%	Shares	Sole	2023-11-15
2022-12-31	$1,706,693	13,647	+259.6%	Shares	Sole	2023-02-13
2022-06-30	$655,965	3,795	-79.7%	Shares	Sole	2022-08-12
2022-03-31	$3,404,766	18,725	+93.3%	Shares	Sole	2022-05-13
2021-06-30	$1,512,603	9,685	-78.9%	Shares	Sole	2021-08-10
2021-03-31	$6,514,898	45,954	-54.5%	Shares	Sole	2021-05-06
2020-12-31	$13,748,003	100,925	-9.7%	Shares	Sole	2021-02-11
2020-09-30	$13,560,031	111,780	+28.3%	Shares	Sole	2020-11-10
2020-06-30	$8,997,385	87,108	+80.1%	Shares	Sole	2020-08-11
2020-03-31	$5,035,249	48,374	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.