Position in AIZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$20,139
+$3,804 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#497
of 611 holders
Holding Since
Mar 2020
11 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, 2026Center for Financial Planning, Inc. holds $1,957,718 across 8 Insurance - Property & Casualty names. AIZ ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,121 | $722,709 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,171 | $692,704 | |
| 3 | ALL |
Allstate Corp
|
1,653 | $393,314 | |
| 4 | AFG |
American Financial Group Inc
|
363 | $50,798 | |
| 5 | L |
Loews Corp
|
400 | $45,284 | |
| 6 | AIZ |
Assurant, Inc.
This page
|
75 | $20,139 | |
| 7 | HGTY |
Hagerty, Inc.
|
1,503 | $17,915 | |
| 8 | TRV |
Travelers Companies, Inc.
|
45 | $14,855 |
All Filings in AIZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,139 | 75 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,335 | 75 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,063 | 75 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,245 | 75 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,811 | 75 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,731 | 75 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,991 | 75 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,914 | 75 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,468 | 75 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,118 | 75 | Shares | Sole | 2024-04-25 | |
| 2020-03-31 | $8,119 | 78 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||