MORGAN STANLEY

Position in AIZ — Assurant, Inc.

CIK 895421 NEW YORK, NY

Back to AIZ Full portfolio

Position in AIZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$208,716,814

+$65,618,920 QoQ

Shares Held

777,257

+18.3% QoQ

Ownership

1.58%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#14

of 611 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Common Shares in AIZ Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $9,331,264,581 across 44 Insurance - Property & Casualty names. AIZ ranks #9 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	9,313,526	$2,034,539,747
2	CB	Chubb Ltd	5,286,296	$1,801,252,490
3	TRV	Travelers Companies, Inc.	3,826,776	$1,263,295,283
4	ALL	Allstate Corp	3,666,312	$872,362,272
5	MKL	Markel Group Inc.	350,660	$684,842,481
6	WRB	Berkley W R Corp	8,252,790	$582,069,271
7	CINF	Cincinnati Financial Corp	1,912,381	$354,058,209
8	L	Loews Corp	2,418,752	$273,826,907

All Filings in AIZ

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,716,814	777,257	+18.3%	Shares	Defined	2026-08-13
2026-03-31	$143,097,894	656,985	+2.6%	Shares	Defined	2026-05-15
2025-12-31	$154,247,800	640,431	+5.2%	Shares	Defined	2026-02-13
2025-09-30	$131,909,177	608,999	+11.9%	Shares	Defined	2025-11-14
2025-06-30	$107,490,444	544,283	-5.5%	Shares	Defined	2025-08-15
2025-03-31	$120,801,522	575,931	-20.1%	Shares	Defined	2025-05-15
2024-12-31	$153,745,049	721,063	-1.3%	Shares	Defined	2025-05-15
2024-09-30	$145,273,985	730,534	-4.2%	Shares	Defined	2025-05-14
2024-06-30	$126,779,417	762,583	+3.9%	Shares	Defined	2025-05-14
2024-03-31	$138,127,494	733,784	-19.5%	Shares	Defined	2024-10-17
2023-12-31	$153,625,468	911,778	+7.4%	Shares	Defined	2024-08-16
2023-09-30	$121,948,516	849,342	-12.0%	Shares	Defined	2023-11-15
2023-06-30	$121,336,766	965,135	-9.9%	Shares	Defined	2023-08-14
2023-03-31	$128,604,448	1,071,079	+18.1%	Shares	Defined	2023-05-15
2022-12-31	$113,385,268	906,647	+33.5%	Shares	Defined	2023-02-14
2022-09-30	$98,686,556	679,332	+30.3%	Shares	Defined	2022-11-14
2022-06-30	$90,149,737	521,549	+127.9%	Shares	Defined	2022-10-27
2022-03-31	$41,606,882	228,823	+22.7%	Shares	Defined	2022-10-27
2021-09-30	$29,428,732	186,553	-17.1%	Shares	Defined	2021-11-15
2021-06-30	$35,154,864	225,092	+8.2%	Shares	Defined	2021-08-23
2021-03-31	$29,490,138	208,014	-16.7%	Shares	Defined	2021-05-17
2020-12-31	$33,997,239	249,576	+150.0%	Shares	Defined	2021-02-16
2020-09-30	$12,112,556	99,848	-21.6%	Shares	Defined	2020-11-13
2020-06-30	$13,159,038	127,399	+20.7%	Shares	Defined	2020-08-14
2020-03-31	$10,985,447	105,538	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.