Position in AIZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,074,117
+$193,513 QoQ
Shares Held
4,000
-1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#246
of 605 holders
Holding Since
Sep 2025
4 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, 2026Ascent Group, LLC holds $33,684,716 across 10 Insurance - Property & Casualty names. AIZ ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNSL |
Kinsale Capital Group, Inc.
|
35,364 | $11,663,400 | |
| 2 | PGR |
Progressive Corp/Oh/
|
51,342 | $11,215,657 | |
| 3 | TRV |
Travelers Companies, Inc.
|
8,615 | $2,843,981 | |
| 4 | CB |
Chubb Ltd
|
8,086 | $2,755,220 | |
| 5 | CINF |
Cincinnati Financial Corp
|
9,740 | $1,803,261 | |
| 6 | ALL |
Allstate Corp
|
5,744 | $1,366,725 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
4,000 | $1,074,117 | |
| 8 | L |
Loews Corp
|
3,393 | $384,120 |
All Filings in AIZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,117 | 4,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $880,604 | 4,043 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,285,896 | 5,339 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $1,147,112 | 5,296 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||