Position in AIZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$567,671
+$190,207 QoQ
Shares Held
2,114
+22.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#316
of 605 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $9,727,732 across 11 Insurance - Property & Casualty names. AIZ ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,393 | $1,837,610 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,240 | $1,581,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,564 | $1,506,667 | |
| 4 | ALL |
Allstate Corp
|
4,777 | $1,136,639 | |
| 5 | MKL |
Markel Group Inc.
|
412 | $804,640 | |
| 6 | L |
Loews Corp
|
6,825 | $772,658 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
2,114 | $567,671 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2,473 | $457,851 |
All Filings in AIZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,671 | 2,114 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $377,464 | 1,733 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $390,417 | 1,621 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $307,572 | 1,420 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $274,313 | 1,389 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,294 | 1,384 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $260,981 | 1,224 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $241,614 | 1,215 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $261,841 | 1,391 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $207,748 | 1,233 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||