Position in AIZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$271,483
+$42,565 QoQ
Shares Held
1,011
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#403
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, 2026SageView Advisory Group, LLC holds $5,067,743 across 7 Insurance - Property & Casualty names. AIZ ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,677 | $1,240,140 | |
| 2 | CB |
Chubb Ltd
|
3,249 | $1,107,064 | |
| 3 | CINF |
Cincinnati Financial Corp
|
4,805 | $889,597 | |
| 4 | ORI |
Old Republic International Corp
|
20,670 | $845,816 | |
| 5 | ALL |
Allstate Corp
|
1,684 | $400,690 | |
| 6 | TRV |
Travelers Companies, Inc.
|
948 | $312,953 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
1,011 | $271,483 |
All Filings in AIZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,483 | 1,011 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $228,918 | 1,051 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $279,386 | 1,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,901 | 1,223 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||