Position in AIZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$874,602
+$325,721 QoQ
Shares Held
3,257
+29.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#267
of 605 holders
Holding Since
Dec 2023
7 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, 2026Impact Partnership Wealth, LLC holds $16,761,702 across 12 Insurance - Property & Casualty names. AIZ ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,975 | $2,834,388 | |
| 2 | CB |
Chubb Ltd
|
6,456 | $2,199,816 | |
| 3 | TRV |
Travelers Companies, Inc.
|
6,611 | $2,182,423 | |
| 4 | ALL |
Allstate Corp
|
8,607 | $2,047,949 | |
| 5 | CINF |
Cincinnati Financial Corp
|
8,662 | $1,603,682 | |
| 6 | WRB |
Berkley W R Corp
|
21,389 | $1,508,566 | |
| 7 | ORI |
Old Republic International Corp
|
28,489 | $1,165,769 | |
| 8 | AIZ |
Assurant, Inc.
This page
|
3,257 | $874,602 |
All Filings in AIZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,602 | 3,257 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $548,881 | 2,520 | Shares | Sole | 2026-04-23 | |
| 2025-06-30 | $403,867 | 2,045 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $268,270 | 1,279 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $241,151 | 1,131 | Shares | Sole | 2025-01-21 | |
| 2024-03-31 | $376 | 2 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $104,463 | 620 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||