McElhenny Sheffield Capital Management, LLC

Position in AIZ — Assurant, Inc.

CIK 1886813 DALLAS, TX

Back to AIZ Full portfolio

Position in AIZ

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$328,412

+$14,330 QoQ

Shares Held

1,223

-15.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#375

of 605 holders

Holding Since

Dec 2024

7 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, 2026

McElhenny Sheffield Capital Management, LLC holds $1,316,986 across 3 Insurance - Property & Casualty names. AIZ ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,744	$652,907
2	L	Loews Corp	2,965	$335,667
3	AIZ	Assurant, Inc. This page	1,223	$328,412

All Filings in AIZ

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,412	1,223	-15.2%	Shares	Sole	2026-07-22
2026-03-31	$314,082	1,442	-8.8%	Shares	Sole	2026-04-23
2025-12-31	$380,783	1,581	-0.1%	Shares	Sole	2026-01-21
2025-09-30	$342,877	1,583	-24.7%	Shares	Sole	2025-10-21
2025-06-30	$414,926	2,101	-6.5%	Shares	Sole	2025-07-24
2025-03-31	$471,098	2,246	-14.3%	Shares	Sole	2025-04-16
2024-12-31	$558,849	2,621	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.