Position in AIZ
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$92,787
-$39,921 QoQ
Shares Held
426
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $331,718 across 5 Insurance - Property & Casualty names. AIZ ranks #2 (28.0% of the industry book) .
All Filings in AIZ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,787 | 426 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $132,708 | 551 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $187,575 | 866 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $202,822 | 1,027 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $431,246 | 2,056 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $183,795 | 862 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $177,222 | 1,066 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,567,662 | 8,328 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,181,451 | 7,012 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||