Position in AIZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,278
+$824 QoQ
Shares Held
42
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 605 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $847,923 across 8 Insurance - Property & Casualty names. AIZ ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,785 | $424,722 | |
| 2 | MKL |
Markel Group Inc.
|
158 | $308,575 | |
| 3 | CB |
Chubb Ltd
|
156 | $53,155 | |
| 4 | CINF |
Cincinnati Financial Corp
|
152 | $28,141 | |
| 5 | AIZ |
Assurant, Inc.
This page
|
42 | $11,278 | |
| 6 | TRV |
Travelers Companies, Inc.
|
28 | $9,243 | |
| 7 | AFG |
American Financial Group Inc
|
65 | $9,096 | |
| 8 | PGR |
Progressive Corp/Oh/
|
17 | $3,713 |
All Filings in AIZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,278 | 42 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,454 | 48 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,560 | 48 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||