Position in AIZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,667
+$4,658 QoQ
Shares Held
36
+56.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#521
of 605 holders
Holding Since
Mar 2022
12 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, 2026Addison Advisors LLC holds $142,312 across 6 Insurance - Property & Casualty names. AIZ ranks #3 (6.8% of the industry book) .
All Filings in AIZ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,667 | 36 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $5,009 | 23 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $6,743 | 28 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $4,548 | 21 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,369 | 12 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,517 | 12 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,558 | 12 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $2,386 | 12 | Shares | Other | 2024-11-04 | |
| 2022-12-31 | $125 | 1 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $145 | 1 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $172 | 1 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $181 | 1 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||