Position in AIZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$372,451
New position
Shares Held
1,387
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 605 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $12,000,348 across 9 Insurance - Property & Casualty names. AIZ ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
7,860 | $2,594,743 | |
| 2 | ALL |
Allstate Corp
|
9,450 | $2,248,533 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,192 | $2,226,442 | |
| 4 | WRB |
Berkley W R Corp
|
21,969 | $1,549,473 | |
| 5 | MKL |
Markel Group Inc.
|
681 | $1,329,999 | |
| 6 | CB |
Chubb Ltd
|
3,170 | $1,080,145 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
1,230 | $405,666 | |
| 8 | AIZ |
Assurant, Inc.
This page
|
1,387 | $372,451 |
All Filings in AIZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,451 | 1,387 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||