Position in AIZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,444
+$1,217 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#536
of 604 holders
Holding Since
Jun 2022
16 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, 2026MV CAPITAL MANAGEMENT, INC. holds $4,586,724 across 16 Insurance - Property & Casualty names. AIZ ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
12,351 | $4,208,479 | |
| 2 | TRV |
Travelers Companies, Inc.
|
613 | $202,363 | |
| 3 | PGR |
Progressive Corp/Oh/
|
422 | $92,185 | |
| 4 | ALL |
Allstate Corp
|
127 | $30,218 | |
| 5 | L |
Loews Corp
|
144 | $16,302 | |
| 6 | WRB |
Berkley W R Corp
|
119 | $8,393 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
24 | $6,444 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
3 | $6,220 |
All Filings in AIZ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,444 | 24 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,227 | 24 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,780 | 24 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $5,198 | 24 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $4,739 | 24 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,034 | 24 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,117 | 24 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,772 | 24 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,990 | 24 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,517 | 24 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,043 | 24 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,445 | 24 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,017 | 24 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,320 | 11 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $750 | 6 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $172 | 1 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||