Position in AIZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,093
+$21,206 QoQ
Shares Held
86
+855.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 596 holders
Holding Since
Mar 2024
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, 2026Continuum Advisory, LLC holds $2,234,988 across 14 Insurance - Property & Casualty names. AIZ ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,202 | $761,883 | |
| 2 | CB |
Chubb Ltd
|
2,086 | $710,783 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,071 | $452,409 | |
| 4 | CINF |
Cincinnati Financial Corp
|
1,209 | $223,834 | |
| 5 | AIZ |
Assurant, Inc.
This page
|
86 | $23,093 | |
| 6 | TRV |
Travelers Companies, Inc.
|
48 | $15,845 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
100 | $12,639 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
34 | $11,213 |
All Filings in AIZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,093 | 86 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $1,887 | 9 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,492 | 7 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $9,346 | 47 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,143 | 55 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $10,164 | 54 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||