Position in AIZ
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,014,341
+$29,506 QoQ
Shares Held
4,657
+13.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $60,028,622 across 19 Insurance - Property & Casualty names. AIZ ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
96,634 | $31,495,919 | |
| 2 | PGR |
Progressive Corp/Oh/
|
46,214 | $9,161,463 | |
| 3 | ALL |
Allstate Corp
|
38,693 | $8,022,606 | |
| 4 | CINF |
Cincinnati Financial Corp
|
18,676 | $2,938,668 | |
| 5 | TRV |
Travelers Companies, Inc.
|
8,799 | $2,566,492 | |
| 6 | MKL |
Markel Group Inc.
|
1,223 | $2,340,907 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
4,657 | $1,014,341 | |
| 8 | ORI |
Old Republic International Corp
|
23,357 | $931,944 |
All Filings in AIZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,014,341 | 4,657 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $984,835 | 4,089 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $877,663 | 4,052 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $985,277 | 4,989 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,006,590 | 4,799 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,154,799 | 5,416 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,083,985 | 5,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,052,196 | 6,329 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,593,639 | 8,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,654,571 | 9,820 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,070,676 | 7,457 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $974,204 | 7,749 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $975,088 | 8,121 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $798,883 | 6,388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $566,117 | 3,897 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $854,224 | 4,942 | Shares | Sole | 2022-08-09 | |
| 2021-09-30 | $701,514 | 4,447 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $791,988 | 5,071 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $648,314 | 4,573 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $922,618 | 6,773 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $860,330 | 7,092 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,916,855 | 18,558 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $15,508,889 | 148,995 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||