Position in AIZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,153,533
+$864,458 QoQ
Shares Held
32,843
+25.8% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 86.65448656728813.ToString("F0")%
Shared 0.04567537266951792.ToString("F0")%
None 13.299838060042354.ToString("F0")%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $510,825,794 across 27 Insurance - Property & Casualty names. AIZ ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
685,467 | $223,414,258 | |
| 2 | PGR |
Progressive Corp/Oh/
|
759,659 | $150,594,799 | |
| 3 | ALL |
Allstate Corp
|
256,854 | $53,256,107 | |
| 4 | ORI |
Old Republic International Corp
|
287,013 | $11,451,818 | |
| 5 | CINF |
Cincinnati Financial Corp
|
67,592 | $10,635,601 | |
| 6 | L |
Loews Corp
|
73,291 | $7,823,081 | |
| 7 | WRB |
Berkley W R Corp
|
115,918 | $7,683,045 | |
| 8 | AIZ |
Assurant, Inc.
This page
|
32,843 | $7,153,533 |
All Filings in AIZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,153,533 | 32,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,289,075 | 26,112 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $5,817,874 | 26,860 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,140,269 | 26,028 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $6,237,125 | 29,736 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,381,887 | 29,931 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $6,004,776 | 30,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,644,187 | 33,950 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,186,695 | 32,866 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,735,062 | 34,038 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,042,529 | 35,120 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,496,250 | 35,764 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,222,861 | 35,170 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,407,114 | 35,240 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||