Position in AIZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,440,069
+$13,481,915 QoQ
Shares Held
146,874
+23.2% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 611 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $7,048,903,851 across 43 Insurance - Property & Casualty names. AIZ ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
10,295,927 | $2,249,145,240 | |
| 2 | CB |
Chubb Ltd
|
4,176,382 | $1,423,060,393 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,112,602 | $1,027,532,161 | |
| 4 | L |
Loews Corp
|
8,149,382 | $922,591,532 | |
| 5 | LMND |
Lemonade, Inc.
|
5,392,829 | $350,803,521 | |
| 6 | ALL |
Allstate Corp
|
1,085,549 | $258,295,523 | |
| 7 | WRB |
Berkley W R Corp
|
2,154,477 | $151,955,255 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
455,789 | $150,323,763 |
All Filings in AIZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,440,069 | 146,874 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $25,958,154 | 119,178 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $25,251,191 | 104,842 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $27,073,479 | 124,993 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $21,448,395 | 108,605 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $31,408,797 | 149,744 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $26,148,654 | 122,637 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $34,078,632 | 171,370 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $24,352,793 | 146,483 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $27,149,661 | 144,229 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $25,189,754 | 149,503 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $13,078,985 | 91,092 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,040,941 | 143,501 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $9,237,101 | 76,931 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $11,791,026 | 94,283 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $15,012,050 | 103,339 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $20,542,873 | 118,848 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $21,490,300 | 118,189 | Shares | Other | 2022-05-11 | |
| 2021-09-30 | $12,670,791 | 80,322 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $18,544,185 | 118,736 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $12,027,621 | 84,839 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $11,919,109 | 87,499 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $8,708,962 | 71,791 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $6,841,304 | 66,234 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $10,579,704 | 101,640 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||