Position in AIZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$298,068
+$56,299 QoQ
Shares Held
1,110
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#390
of 605 holders
Holding Since
Mar 2022
11 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, 2026SC&H Financial Advisors, Inc. holds $1,519,992 across 2 Insurance - Property & Casualty names. AIZ ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
6,600 | $1,221,924 | |
| 2 | AIZ |
Assurant, Inc.
This page
|
1,110 | $298,068 |
All Filings in AIZ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,068 | 1,110 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $241,769 | 1,110 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $267,343 | 1,110 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $240,426 | 1,110 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $219,213 | 1,110 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $232,822 | 1,110 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $236,674 | 1,110 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $220,734 | 1,110 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $208,946 | 1,110 | Shares | Sole | 2024-05-02 | |
| 2022-06-30 | $255,818 | 1,480 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $269,108 | 1,480 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||