Position in AIZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,506,558
+$4,686,587 QoQ
Shares Held
76,366
+5.1% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 611 holders
Holding Since
Mar 2020
25 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, 2026HSBC HOLDINGS PLC holds $1,462,568,655 across 30 Insurance - Property & Casualty names. AIZ ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,418,642 | $309,902,340 | |
| 2 | CB |
Chubb Ltd
|
853,553 | $290,839,643 | |
| 3 | TRV |
Travelers Companies, Inc.
|
807,548 | $266,587,742 | |
| 4 | ALL |
Allstate Corp
|
905,537 | $215,463,471 | |
| 5 | CINF |
Cincinnati Financial Corp
|
537,417 | $99,497,381 | |
| 6 | WRB |
Berkley W R Corp
|
1,110,733 | $78,339,995 | |
| 7 | L |
Loews Corp
|
630,332 | $71,359,882 | |
| 8 | MKL |
Markel Group Inc.
|
33,966 | $66,335,934 |
All Filings in AIZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,506,558 | 76,366 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,819,971 | 72,632 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $19,145,403 | 79,491 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $15,174,560 | 70,058 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,664,164 | 104,634 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,247,516 | 115,602 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,906,433 | 107,431 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,742,620 | 114,365 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,274,838 | 133,984 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $23,070,127 | 122,557 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,066,170 | 107,224 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,131,933 | 84,496 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,439,407 | 170,533 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $21,584,983 | 179,770 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,676,919 | 165,336 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,551,511 | 93,285 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,220,919 | 111,200 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,215,858 | 111,180 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $11,738,965 | 74,415 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,532,996 | 86,650 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,777,496 | 76,021 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,134,776 | 67,059 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $6,599,626 | 54,403 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,002,384 | 38,749 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,144,335 | 49,422 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||