Position in AIZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,578
+$14,724 QoQ
Shares Held
1,205
-15.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#378
of 605 holders
Holding Since
Mar 2023
10 quarters on record
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $2,900,406 across 8 Insurance - Property & Casualty names. AIZ ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
4,829 | $1,149,012 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,733 | $815,473 | |
| 3 | CB |
Chubb Ltd
|
1,699 | $578,917 | |
| 4 | AIZ |
Assurant, Inc.
This page
|
1,205 | $323,578 | |
| 5 | LMND |
Lemonade, Inc.
|
462 | $30,053 | |
| 6 | PLMR |
Palomar Holdings, Inc.
|
14 | $1,769 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3 | $989 | |
| 8 | ROOT |
Root, Inc.
|
11 | $615 |
All Filings in AIZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,578 | 1,205 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $308,854 | 1,418 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $592,972 | 2,462 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $253,422 | 1,170 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,579 | 8 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $246,875 | 1,177 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $250,746 | 1,176 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $233,859 | 1,176 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $221,370 | 1,176 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $140,481 | 1,170 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||