Position in AIZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,694,676
-$8,046,587 QoQ
Shares Held
345,193
-25.4% QoQ
Ownership
0.700%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 605 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $3,865,671,860 across 16 Insurance - Property & Casualty names. AIZ ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
6,195,189 | $2,110,948,696 | |
| 2 | PGR |
Progressive Corp/Oh/
|
5,729,113 | $1,251,524,732 | |
| 3 | MKL |
Markel Group Inc.
|
102,408 | $200,003,845 | |
| 4 | AIZ |
Assurant, Inc.
This page
|
345,193 | $92,694,676 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
795,272 | $77,149,334 | |
| 6 | RLI |
Rli Corp
|
634,602 | $37,485,939 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
14,532 | $30,130,501 | |
| 8 | PRCH |
Porch Group, Inc.
|
1,297,050 | $19,507,632 |
All Filings in AIZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,694,676 | 345,193 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $100,741,263 | 462,519 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $100,710,462 | 418,146 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $85,817,135 | 396,201 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $78,183,920 | 395,888 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $78,512,361 | 374,314 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $80,798,439 | 378,944 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $82,097,362 | 412,840 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $69,917,600 | 420,557 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $79,000,563 | 419,680 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $70,909,858 | 420,855 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $91,651,994 | 638,334 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $69,445,339 | 552,381 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $41,633,431 | 346,743 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $53,532,181 | 428,052 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $87,134,541 | 599,811 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $167,853,595 | 971,094 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $357,789,615 | 1,967,715 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $341,457,603 | 2,164,549 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $418,292,204 | 2,678,270 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $450,348,138 | 3,176,611 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $369,445,528 | 2,712,124 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $370,255,584 | 3,052,144 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $334,579,650 | 3,239,226 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $339,383,360 | 3,260,480 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||