Position in AIZ
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$5,402,823
-$1,750,710 QoQ
Shares Held
20,120
-38.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
of 610 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $484,377,437 across 29 Insurance - Property & Casualty names. AIZ ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
646,685 | $220,351,446 | |
| 2 | PGR |
Progressive Corp/Oh/
|
467,429 | $102,109,864 | |
| 3 | ALL |
Allstate Corp
|
196,602 | $46,779,479 | |
| 4 | TRV |
Travelers Companies, Inc.
|
109,936 | $36,292,072 | |
| 5 | CINF |
Cincinnati Financial Corp
|
64,971 | $12,028,730 | |
| 6 | WRB |
Berkley W R Corp
|
123,513 | $8,711,371 | |
| 7 | L |
Loews Corp
|
74,987 | $8,489,277 | |
| 8 | ORI |
Old Republic International Corp
|
190,427 | $7,792,272 |
All Filings in AIZ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,402,823 | 20,120 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||