Position in AIZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$54,405,788
+$24,288,983 QoQ
Shares Held
202,606
+46.5% QoQ
Ownership
0.411%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 611 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,572,637,404 across 43 Insurance - Property & Casualty names. AIZ ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,756,908 | $939,388,829 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,946,122 | $642,453,792 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,366,933 | $517,056,512 | |
| 4 | ALL |
Allstate Corp
|
1,538,436 | $366,055,460 | |
| 5 | WRB |
Berkley W R Corp
|
2,835,322 | $199,975,258 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,050,678 | $194,522,522 | |
| 7 | L |
Loews Corp
|
1,093,446 | $123,789,020 | |
| 8 | MKL |
Markel Group Inc.
|
44,268 | $86,455,845 |
All Filings in AIZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,405,788 | 202,606 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,116,805 | 138,271 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $28,003,628 | 116,270 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $35,241,684 | 162,704 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $31,213,489 | 158,051 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $46,828,992 | 223,261 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,254,010 | 174,721 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $27,931,078 | 140,456 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,548,351 | 105,554 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,881,431 | 84,368 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,801,399 | 58,172 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,625,463 | 39,180 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,158,691 | 33,079 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,835,091 | 23,612 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,512,583 | 68,068 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,565,399 | 31,427 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $11,448,545 | 66,234 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,129,267 | 61,207 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $14,023,816 | 88,899 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,104,261 | 77,502 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,110,179 | 92,475 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,526,444 | 40,570 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,169,219 | 50,855 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,486,297 | 43,434 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,705,603 | 35,600 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||