Position in AIZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,953
-$418 QoQ
Shares Held
11
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#564
of 605 holders
Holding Since
Dec 2025
2 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, 2026Cape Investment Advisory, Inc. holds $149,544 across 8 Insurance - Property & Casualty names. AIZ ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
346 | $117,895 | |
| 2 | ALL |
Allstate Corp
|
92 | $21,890 | |
| 3 | AIZ |
Assurant, Inc.
This page
|
11 | $2,953 | |
| 4 | TRV |
Travelers Companies, Inc.
|
6 | $1,980 | |
| 5 | PGR |
Progressive Corp/Oh/
|
9 | $1,965 | |
| 6 | L |
Loews Corp
|
15 | $1,698 | |
| 7 | CINF |
Cincinnati Financial Corp
|
4 | $740 | |
| 8 | WRB |
Berkley W R Corp
|
6 | $423 |
All Filings in AIZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,953 | 11 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $3,371 | 14 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||