Position in AIZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,278
+$4,962 QoQ
Shares Held
42
+44.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#504
of 596 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Basepoint Wealth LLC holds $108,731 across 8 Insurance - Property & Casualty names. AIZ ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UFCS |
United Fire Group Inc
|
716 | $37,547 | |
| 2 | MKL |
Markel Group Inc.
|
15 | $29,295 | |
| 3 | TRV |
Travelers Companies, Inc.
|
69 | $22,778 | |
| 4 | AIZ |
Assurant, Inc.
This page
|
42 | $11,278 | |
| 5 | PGR |
Progressive Corp/Oh/
|
19 | $4,150 | |
| 6 | CB |
Chubb Ltd
|
4 | $1,362 | |
| 7 | ALL |
Allstate Corp
|
5 | $1,189 | |
| 8 | L |
Loews Corp
|
10 | $1,132 |
All Filings in AIZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,278 | 42 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,316 | 29 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,005 | 54 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||