Position in AIZ
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$8,055
+$1,521 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#526
of 605 holders
Holding Since
Sep 2025
4 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, 2026Cedar Mountain Advisors, LLC holds $253,082 across 13 Insurance - Property & Casualty names. AIZ ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
325 | $77,330 | |
| 2 | TRV |
Travelers Companies, Inc.
|
171 | $56,450 | |
| 3 | CB |
Chubb Ltd
|
100 | $34,074 | |
| 4 | MKL |
Markel Group Inc.
|
14 | $27,342 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
72 | $15,416 | |
| 6 | KMPR |
KEMPER Corp
|
500 | $13,480 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
30 | $8,055 | |
| 8 | PGR |
Progressive Corp/Oh/
|
35 | $7,645 |
All Filings in AIZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,055 | 30 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,534 | 30 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $722 | 3 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $649 | 3 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||