Position in AIZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,761,316
New position
Shares Held
25,179
first reported quarter
Ownership
0.051%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 53 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,102,278,184 across 15 Insurance - Property & Casualty names. AIZ ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
2,757,456 | $910,291,374 | |
| 2 | ALL |
Allstate Corp
|
445,796 | $106,072,700 | |
| 3 | CB |
Chubb Ltd
|
69,391 | $23,644,288 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
65,000 | $21,437,650 | |
| 5 | PGR |
Progressive Corp/Oh/
|
80,284 | $17,538,039 | |
| 6 | AFG |
American Financial Group Inc
|
50,000 | $6,997,000 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
25,179 | $6,761,316 | |
| 8 | CINF |
Cincinnati Financial Corp
|
17,274 | $3,198,108 |
All Filings in AIZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,761,316 | 25,179 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||