Position in AIZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$978,791
+$278,315 QoQ
Shares Held
3,645
+13.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#255
of 605 holders
Holding Since
Dec 2023
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, 2026INCEPTIONR LLC holds $8,552,811 across 11 Insurance - Property & Casualty names. AIZ ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
41,146 | $1,683,694 | |
| 2 | CNA |
Cna Financial Corp
|
26,511 | $1,288,699 | |
| 3 | L |
Loews Corp
|
10,658 | $1,206,592 | |
| 4 | AIZ |
Assurant, Inc.
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|
3,645 | $978,791 | |
| 5 | MCY |
Mercury General Corp
|
7,912 | $843,577 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
6,678 | $647,832 | |
| 7 | PGR |
Progressive Corp/Oh/
|
2,308 | $504,182 | |
| 8 | ALL |
Allstate Corp
|
1,937 | $460,889 |
All Filings in AIZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,791 | 3,645 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $700,476 | 3,216 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $777,594 | 3,590 | Shares | Sole | 2025-11-13 | |
| 2023-12-31 | $248,691 | 1,476 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||