Kestra Investment Management, LLC

Position in AIZ — Assurant, Inc.

CIK 1962449 AUSTIN, TX

Position in AIZ

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$273,632

+$262,758 QoQ

Shares Held

1,019

+1898.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#402

of 605 holders

Holding Since

Dec 2024

2 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Investment Management, LLC holds $3,023,129 across 5 Insurance - Property & Casualty names. AIZ ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KNSL	Kinsale Capital Group, Inc.	5,091	$1,679,062
2	TRV	Travelers Companies, Inc.	1,509	$498,151
3	ALL	Allstate Corp	1,334	$317,411
4	AIZ	Assurant, Inc. This page	1,019	$273,632
5	CB	Chubb Ltd	748	$254,873

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,632	1,019	+1898.0%	Shares	Sole	2026-08-05
2024-12-31	$10,874	51	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.