Position in AIZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,685
+$943 QoQ
Shares Held
10
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#566
of 605 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $22,336 across 8 Insurance - Property & Casualty names. AIZ ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
32 | $7,614 | |
| 2 | PGR |
Progressive Corp/Oh/
|
20 | $4,369 | |
| 3 | AIZ |
Assurant, Inc.
This page
|
10 | $2,685 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
7 | $2,308 | |
| 5 | AFG |
American Financial Group Inc
|
11 | $1,539 | |
| 6 | L |
Loews Corp
|
13 | $1,471 | |
| 7 | RLI |
Rli Corp
|
21 | $1,240 | |
| 8 | CINF |
Cincinnati Financial Corp
|
6 | $1,110 |
All Filings in AIZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,685 | 10 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,742 | 8 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,685 | 7 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,516 | 7 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||