Position in AIZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$820,627
+$155,000 QoQ
Shares Held
3,056
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#274
of 605 holders
Holding Since
Jun 2023
13 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, 2026NorthRock Partners, LLC holds $33,601,183 across 6 Insurance - Property & Casualty names. AIZ ranks #4 (2.4% of the industry book) .
All Filings in AIZ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,627 | 3,056 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $665,627 | 3,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $773,610 | 3,212 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $854,487 | 3,945 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $815,238 | 4,128 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $871,091 | 4,153 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $885,502 | 4,153 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $826,064 | 4,154 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $705,565 | 4,244 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $798,890 | 4,244 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $676,655 | 4,016 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $435,621 | 3,034 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $268,915 | 2,139 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||