Position in AIZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,032,101
+$21,255,312 QoQ
Shares Held
96,943
+342.0% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 611 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $2,561,205,380 across 43 Insurance - Property & Casualty names. AIZ ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,852,983 | $1,312,865,426 | |
| 2 | WRB |
Berkley W R Corp
|
3,720,958 | $262,439,165 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,166,409 | $254,802,044 | |
| 4 | TRV |
Travelers Companies, Inc.
|
732,022 | $241,655,101 | |
| 5 | MKL |
Markel Group Inc.
|
59,018 | $115,262,742 | |
| 6 | ALL |
Allstate Corp
|
434,349 | $103,348,999 | |
| 7 | CINF |
Cincinnati Financial Corp
|
239,095 | $44,266,046 | |
| 8 | RLI |
Rli Corp
|
705,393 | $41,667,562 |
All Filings in AIZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,032,101 | 96,943 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,776,789 | 21,931 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,407,320 | 22,451 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,914,219 | 22,688 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,147,090 | 20,999 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,841,205 | 32,616 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,534,549 | 21,267 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,150,606 | 35,958 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,137,788 | 30,904 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,509,851 | 23,958 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,687,389 | 27,820 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,636,162 | 25,325 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,216,042 | 25,581 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,166,364 | 26,371 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,930,258 | 31,427 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,853,943 | 40,297 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,263,154 | 42,020 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,220,728 | 61,710 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $11,469,212 | 72,705 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,892,142 | 165,784 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,786,654 | 111,354 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $18,632,987 | 136,786 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,594,648 | 79,092 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $10,300,284 | 99,722 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,503,698 | 129,731 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||