Position in AIZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$333,514
New position
Shares Held
1,242
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#373
of 605 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $9,443,063 across 11 Insurance - Property & Casualty names. AIZ ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
95,368 | $3,902,458 | |
| 2 | CB |
Chubb Ltd
|
7,910 | $2,695,253 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,011 | $663,871 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
1,618 | $346,446 | |
| 5 | AIZ |
Assurant, Inc.
This page
|
1,242 | $333,514 | |
| 6 | ALL |
Allstate Corp
|
1,362 | $324,074 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,376 | $254,752 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
116 | $240,513 |
All Filings in AIZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,514 | 1,242 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||