RICHARDSON FINANCIAL SERVICES INC.

Position in AIZ — Assurant, Inc.

CIK 2012303 MEDWAY, MA

Position in AIZ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,204

+$4,324 QoQ

Shares Held

+40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#517

of 605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $1,020,451 across 5 Insurance - Property & Casualty names. AIZ ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,943	$662,056
2	CINF	Cincinnati Financial Corp	1,415	$261,973
3	PLMR	Palomar Holdings, Inc.	416	$52,578
4	PGR	Progressive Corp/Oh/	154	$33,640
5	AIZ	Assurant, Inc. This page	38	$10,204

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,204	38	+40.7%	Shares	Sole	2026-08-10
2026-03-31	$5,880	27	-49.1%	Shares	Sole	2026-05-04
2025-12-31	$12,765	53	-7.0%	Shares	Sole	2026-01-22
2025-09-30	$12,346	57	+21.3%	Shares	Sole	2025-10-28
2025-06-30	$9,282	47	-83.5%	Shares	Sole	2025-07-25
2025-03-31	$59,569	284	-1.0%	Shares	Sole	2025-05-06
2024-12-31	$61,194	287	+42.8%	Shares	Sole	2025-01-24
2024-09-30	$39,970	201	0.0%	Shares	Sole	2024-10-24
2024-06-30	$33,416	201	+62.1%	Shares	Sole	2024-08-12
2024-03-31	$23,341	124	+235.1%	Shares	Sole	2024-05-03
2023-12-31	$6,234	37	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.