BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in AIZ — Assurant, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in AIZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$699,520
+$193,548 QoQ
Shares Held
2,605
+12.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#289
of 605 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,524,636 across 10 Insurance - Property & Casualty names. AIZ ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
31,756 | $10,820,539 | |
| 2 | ALL |
Allstate Corp
|
35,842 | $8,528,245 | |
| 3 | AIZ |
Assurant, Inc.
This page
|
2,605 | $699,520 | |
| 4 | TRV |
Travelers Companies, Inc.
|
847 | $279,611 | |
| 5 | MKL |
Markel Group Inc.
|
51 | $99,603 | |
| 6 | L |
Loews Corp
|
500 | $56,605 | |
| 7 | PGR |
Progressive Corp/Oh/
|
61 | $13,325 | |
| 8 | ORI |
Old Republic International Corp
|
281 | $11,498 |
All Filings in AIZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,520 | 2,605 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $505,972 | 2,323 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $461,950 | 1,918 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $390,746 | 1,804 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $356,271 | 1,804 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $400,622 | 1,910 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $407,250 | 1,910 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $379,822 | 1,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $317,537 | 1,910 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $359,538 | 1,910 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $345,236 | 2,049 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $293,333 | 2,043 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $256,217 | 2,038 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $244,702 | 2,038 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $257,498 | 2,059 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $299,110 | 2,059 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $356,416 | 2,062 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $434,755 | 2,391 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $377,180 | 2,391 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $372,957 | 2,388 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $292,471 | 2,063 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $290,693 | 2,134 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $258,875 | 2,134 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $222,280 | 2,152 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $225,042 | 2,162 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||