Position in AIZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$674,547
+$275,955 QoQ
Shares Held
2,512
+37.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#293
of 605 holders
Holding Since
Jun 2024
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 Jun 30, 2026AlphaCore Capital LLC holds $13,288,964 across 12 Insurance - Property & Casualty names. AIZ ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
16,267 | $5,542,817 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,997 | $1,979,729 | |
| 3 | ALL |
Allstate Corp
|
7,924 | $1,885,436 | |
| 4 | ORI |
Old Republic International Corp
|
21,704 | $888,127 | |
| 5 | AIZ |
Assurant, Inc.
This page
|
2,512 | $674,547 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,891 | $631,538 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,448 | $453,222 | |
| 8 | AFG |
American Financial Group Inc
|
2,049 | $286,737 |
All Filings in AIZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,547 | 2,512 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $398,592 | 1,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $459,782 | 1,909 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $348,292 | 1,608 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $321,316 | 1,627 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $336,229 | 1,603 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $360,128 | 1,689 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $335,874 | 1,689 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $276,806 | 1,665 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||