Position in AIZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$424,545
+$157,075 QoQ
Shares Held
1,581
+28.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#345
of 605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. AIZ ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
7,130 | $2,353,755 | |
| 2 | CB |
Chubb Ltd
|
6,254 | $2,130,987 | |
| 3 | WRB |
Berkley W R Corp
|
24,854 | $1,752,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,294 | $1,593,374 | |
| 5 | ALL |
Allstate Corp
|
5,024 | $1,195,410 | |
| 6 | MKL |
Markel Group Inc.
|
488 | $953,068 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
1,581 | $424,545 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,976 | $423,101 |
All Filings in AIZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,545 | 1,581 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $267,470 | 1,228 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $295,522 | 1,227 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $246,057 | 1,136 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $107,237 | 543 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $88,304 | 421 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $41,151 | 193 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $6,363 | 32 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $5,818 | 35 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,423 | 66 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $11,625 | 69 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $9,619 | 67 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $30,298 | 241 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $27,135 | 226 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $30,139 | 241 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $10,459 | 72 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $17,976 | 104 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $24,547 | 135 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $19,950 | 128 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $20,507 | 130 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $19,053 | 122 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $17,012 | 120 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $16,346 | 120 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $12,980 | 107 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $11,052 | 107 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $13,531 | 130 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||