Position in AIZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$502,419
+$162,200 QoQ
Shares Held
1,871
+19.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#328
of 605 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $49,530,821 across 13 Insurance - Property & Casualty names. AIZ ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
80,669 | $14,935,058 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
68,424 | $8,648,109 | |
| 3 | CB |
Chubb Ltd
|
23,531 | $8,017,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
32,006 | $6,991,710 | |
| 5 | ALL |
Allstate Corp
|
18,443 | $4,388,327 | |
| 6 | TRV |
Travelers Companies, Inc.
|
7,777 | $2,567,343 | |
| 7 | MKL |
Markel Group Inc.
|
855 | $1,669,823 | |
| 8 | AIZ |
Assurant, Inc.
This page
|
1,871 | $502,419 |
All Filings in AIZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,419 | 1,871 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $340,219 | 1,562 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||