Position in AIZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$103,921
+$37,707 QoQ
Shares Held
387
+27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 596 holders
Holding Since
Mar 2021
20 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, 2026HARBOUR INVESTMENTS, INC. holds $9,837,974 across 23 Insurance - Property & Casualty names. AIZ ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,791 | $2,995,445 | |
| 2 | ALL |
Allstate Corp
|
9,861 | $2,346,326 | |
| 3 | TRV |
Travelers Companies, Inc.
|
6,518 | $2,151,722 | |
| 4 | CINF |
Cincinnati Financial Corp
|
4,616 | $854,606 | |
| 5 | PGR |
Progressive Corp/Oh/
|
3,430 | $749,283 | |
| 6 | MKL |
Markel Group Inc.
|
128 | $249,985 | |
| 7 | AIZ |
Assurant, Inc.
This page
|
387 | $103,921 | |
| 8 | CNA |
Cna Financial Corp
|
1,842 | $89,539 |
All Filings in AIZ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,921 | 387 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $66,214 | 304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,896 | 66 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,129 | 56 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,059 | 56 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,746 | 56 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,153 | 57 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,335 | 57 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,478 | 51 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,035 | 48 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $5,728 | 34 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $3,158 | 22 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,891 | 23 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,761 | 23 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,876 | 23 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $726 | 5 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $864 | 5 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $631 | 4 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $624 | 4 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $567 | 4 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||