Annex Advisory Services, LLC

Position in AIZ — Assurant, Inc.

CIK 1542287 BROOKFIELD, WI

Position in AIZ

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,634,816

+$496,140 QoQ

Shares Held

9,812

-0.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#191

of 605 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $6,911,753 across 3 Insurance - Property & Casualty names. AIZ ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	11,765	$3,883,861
2	AIZ	Assurant, Inc. This page	9,812	$2,634,816
3	ALL	Allstate Corp	1,652	$393,076

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,634,816	9,812	-0.1%	Shares	Sole	2026-07-10
2026-03-31	$2,138,676	9,819	+0.0%	Shares	Sole	2026-04-16
2025-12-31	$2,364,665	9,818	+28.7%	Shares	Sole	2026-01-26
2025-09-30	$1,651,791	7,626	+0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,505,861	7,625	-5.7%	Shares	Sole	2025-07-11
2025-03-31	$1,695,828	8,085	-0.3%	Shares	Sole	2025-04-11
2024-12-31	$1,729,000	8,109	-0.1%	Shares	Sole	2025-01-16
2024-09-30	$1,614,345	8,118	-0.4%	Shares	Sole	2024-10-10
2024-06-30	$1,354,771	8,149	-0.6%	Shares	Sole	2024-07-12
2024-03-31	$1,543,003	8,197	+0.0%	Shares	Sole	2024-04-12
2023-12-31	$1,380,775	8,195	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$1,188,555	8,278	0.0%	Shares	Sole	2023-11-01
2023-06-30	$1,040,710	8,278	+0.0%	Shares	Sole	2023-07-24
2023-03-31	$993,819	8,277	+0.0%	Shares	Sole	2023-04-27
2022-12-31	$1,034,871	8,275	0.0%	Shares	Sole	2023-01-30
2022-09-30	$1,202,109	8,275	+0.0%	Shares	Sole	2022-10-24
2022-06-30	$1,429,988	8,273	-13.9%	Shares	Sole	2022-07-27
2022-03-31	$1,746,477	9,605	-12.1%	Shares	Sole	2022-04-13
2021-09-30	$1,724,680	10,933	-19.7%	Shares	Sole	2021-10-18
2021-06-30	$2,125,765	13,611	-11.2%	Shares	Sole	2021-07-29
2021-03-31	$2,173,050	15,328	+0.0%	Shares	Sole	2021-04-22
2020-12-31	$2,087,843	15,327	-19.6%	Shares	Sole	2021-01-28
2020-09-30	$2,312,047	19,059	0.0%	Shares	Sole	2020-10-23
2020-06-30	$1,968,604	19,059	-7.4%	Shares	Sole	2020-07-21
2020-03-31	$2,141,443	20,573	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.