Position in AIZ
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,642,470
+$175,203 QoQ
Shares Held
12,132
+18.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 96.63699307616221.ToString("F0")%
Shared 0.ToString("F0")%
None 3.3630069238377844.ToString("F0")%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Ethic Inc. holds $95,245,299 across 15 Insurance - Property & Casualty names. AIZ ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
70,221 | $22,887,130 | |
| 2 | PGR |
Progressive Corp/Oh/
|
78,392 | $15,540,430 | |
| 3 | TRV |
Travelers Companies, Inc.
|
51,026 | $14,883,263 | |
| 4 | L |
Loews Corp
|
126,958 | $13,551,496 | |
| 5 | ALL |
Allstate Corp
|
53,589 | $11,111,143 | |
| 6 | MKL |
Markel Group Inc.
|
1,590 | $3,043,371 | |
| 7 | CINF |
Cincinnati Financial Corp
|
18,413 | $2,897,285 | |
| 8 | AIZ |
Assurant, Inc.
This page
|
12,132 | $2,642,470 |
All Filings in AIZ
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,642,470 | 12,132 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,467,267 | 10,244 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,056,400 | 9,494 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,027,827 | 10,268 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,887,540 | 8,999 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,708,958 | 8,015 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,374,918 | 6,914 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,058,680 | 6,368 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,301,491 | 6,914 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,225,764 | 7,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,007,931 | 7,020 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $825,226 | 6,564 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $775,532 | 6,459 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $216,103 | 1,728 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $306,955 | 2,113 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $419,334 | 2,426 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||