Position in AIZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,536,271
+$893,801 QoQ
Shares Held
13,169
+8.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#172
of 605 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ethic Inc. holds $104,842,870 across 15 Insurance - Property & Casualty names. AIZ ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
56,773 | $19,344,832 | |
| 2 | PGR |
Progressive Corp/Oh/
|
86,709 | $18,941,581 | |
| 3 | L |
Loews Corp
|
143,177 | $16,209,068 | |
| 4 | ALL |
Allstate Corp
|
67,931 | $16,163,502 | |
| 5 | TRV |
Travelers Companies, Inc.
|
48,739 | $16,089,718 | |
| 6 | CINF |
Cincinnati Financial Corp
|
20,910 | $3,871,277 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
13,169 | $3,536,271 | |
| 8 | MKL |
Markel Group Inc.
|
1,464 | $2,859,206 |
All Filings in AIZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,536,271 | 13,169 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||