Position in AIZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,566
+$3,460 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
of 605 holders
Holding Since
Dec 2020
20 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, 2026Concord Wealth Partners holds $5,741,860 across 7 Insurance - Property & Casualty names. AIZ ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,627 | $2,939,563 | |
| 2 | TRV |
Travelers Companies, Inc.
|
8,300 | $2,739,996 | |
| 3 | AIZ |
Assurant, Inc.
This page
|
125 | $33,566 | |
| 4 | ALL |
Allstate Corp
|
60 | $14,276 | |
| 5 | CINF |
Cincinnati Financial Corp
|
32 | $5,924 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
14 | $4,617 | |
| 7 | AFG |
American Financial Group Inc
|
28 | $3,918 |
All Filings in AIZ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,566 | 125 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $30,106 | 125 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $27,075 | 125 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,686 | 125 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $26,218 | 125 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,652 | 125 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $24,857 | 125 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,781 | 125 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $23,530 | 125 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,061 | 125 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $17,947 | 125 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $15,715 | 125 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,008 | 125 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $15,632 | 125 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $25,408 | 147 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $26,547 | 146 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $19,718 | 125 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $22,802 | 146 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $18,146 | 128 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,027 | 125 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||