Position in AIZ
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$6,680,757
+$1,559,173 QoQ
Shares Held
24,879
+5.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#126
of 605 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $258,120,318 across 32 Insurance - Property & Casualty names. AIZ ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
166,288 | $56,660,973 | |
| 2 | TRV |
Travelers Companies, Inc.
|
122,532 | $40,450,263 | |
| 3 | ALL |
Allstate Corp
|
164,893 | $39,234,640 | |
| 4 | L |
Loews Corp
|
219,800 | $24,883,558 | |
| 5 | CINF |
Cincinnati Financial Corp
|
131,849 | $24,410,523 | |
| 6 | PGR |
Progressive Corp/Oh/
|
79,904 | $17,455,028 | |
| 7 | WRB |
Berkley W R Corp
|
229,800 | $16,207,794 | |
| 8 | AIZ |
Assurant, Inc.
This page
|
24,879 | $6,680,757 |
All Filings in AIZ
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,680,757 | 24,879 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,121,584 | 23,514 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,250,289 | 21,799 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,532,788 | 20,927 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,556,992 | 18,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,664,961 | 17,473 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,310,240 | 15,525 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,652,593 | 13,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,951,442 | 11,738 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,493,872 | 7,936 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $450,710 | 2,675 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $330,808 | 2,304 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $235,096 | 1,870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $296,092 | 2,466 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $431,957 | 3,454 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $627,275 | 4,318 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $276,905 | 1,602 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $291,473 | 1,603 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||