Position in AIZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$465,459
-$55,499 QoQ
Shares Held
2,137
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Optimize Financial Inc holds $4,118,803 across 10 Insurance - Property & Casualty names. AIZ ranks #1 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
This page
|
2,137 | $465,459 | |
| 2 | AFG |
American Financial Group Inc
|
3,643 | $465,247 | |
| 3 | HRTG |
Heritage Insurance Holdings, Inc.
|
17,722 | $465,202 | |
| 4 | ALL |
Allstate Corp
|
2,243 | $465,063 | |
| 5 | KMPR |
KEMPER Corp
|
14,990 | $458,094 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,555 | $453,562 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,880 | $453,168 | |
| 8 | SIGI |
Selective Insurance Group Inc
|
5,948 | $448,419 |
All Filings in AIZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $465,459 | 2,137 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $520,958 | 2,163 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $462,441 | 2,135 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $359,431 | 1,820 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $384,262 | 1,832 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $369,936 | 1,735 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||