Position in AIZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$324,384
New position
Shares Held
1,208
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#377
of 605 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $2,538,811 across 11 Insurance - Property & Casualty names. AIZ ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
|
14,608 | $1,653,771 | |
| 2 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 | |
| 3 | AIZ |
Assurant, Inc.
This page
|
1,208 | $324,384 | |
| 4 | PGR |
Progressive Corp/Oh/
|
593 | $129,540 | |
| 5 | ALL |
Allstate Corp
|
153 | $36,404 | |
| 6 | CNA |
Cna Financial Corp
|
695 | $33,783 | |
| 7 | ORI |
Old Republic International Corp
|
427 | $17,472 | |
| 8 | AFG |
American Financial Group Inc
|
90 | $12,594 |
All Filings in AIZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,384 | 1,208 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||