Position in AIZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$268
+$51 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#600
of 605 holders
Holding Since
Mar 2023
6 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, 2026TFC Financial Management, Inc. holds $130,191 across 13 Insurance - Property & Casualty names. AIZ ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
174 | $59,288 | |
| 2 | PGR |
Progressive Corp/Oh/
|
235 | $51,335 | |
| 3 | ALL |
Allstate Corp
|
43 | $10,231 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15 | $4,951 | |
| 5 | L |
Loews Corp
|
25 | $2,830 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
1 | $329 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
1 | $268 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1 | $214 |
All Filings in AIZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268 | 1 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $217 | 1 | Shares | Sole | 2026-04-23 | |
| 2024-12-31 | $852 | 4 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $166 | 1 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $188 | 1 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $35,900 | 299 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||