VALLEY WEALTH MANAGERS, INC.

Position in AIZ — Assurant, Inc.

CIK 924166 PARAMUS, NJ

Position in AIZ

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$26,397,840

+$5,300,983 QoQ

Shares Held

98,305

+1.5% QoQ

Ownership

0.199%

of shares outstanding

% of Portfolio

1.87%

of 13F equity value

Holder Rank

#65

of 605 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $55,004,987 across 4 Insurance - Property & Casualty names. AIZ ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIZ	Assurant, Inc. This page	98,305	$26,397,840
2	PGR	Progressive Corp/Oh/	104,671	$22,865,379
3	TRV	Travelers Companies, Inc.	17,189	$5,674,431
4	ALL	Allstate Corp	283	$67,337

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,397,840	98,305	+1.5%	Shares	Sole	2026-08-04
2026-03-31	$21,096,857	96,859	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$23,315,482	96,805	+0.9%	Shares	Sole	2026-02-04
2025-09-30	$20,771,289	95,897	+0.9%	Shares	Defined	2025-11-03
2025-06-30	$18,764,116	95,013	-1.3%	Shares	Defined	2025-08-06
2025-03-31	$20,188,018	96,248	-1.9%	Shares	Defined	2025-05-07
2024-12-31	$20,920,293	98,116	-1.9%	Shares	Defined	2025-01-31
2024-09-30	$19,898,129	100,061	-0.2%	Shares	Sole	2024-11-06
2024-06-30	$16,663,070	100,229	-5.3%	Shares	Defined	2024-08-08
2024-03-31	$19,924,450	105,846	-2.9%	Shares	Defined	2024-05-03
2023-12-31	$18,367,599	109,013	-1.4%	Shares	Defined	2024-02-07
2023-09-30	$15,879,804	110,599	-2.4%	Shares	Defined	2023-11-09
2023-06-30	$14,239,172	113,261	-0.5%	Shares	Defined	2023-07-28
2023-03-31	$13,661,684	113,781	+1.5%	Shares	Sole	2023-05-03
2022-12-31	$14,024,227	112,140	-1.7%	Shares	Defined	2023-02-01
2022-09-30	$16,570,948	114,070	-0.9%	Shares	Defined	2022-11-09
2022-06-30	$19,900,393	115,131	-4.4%	Shares	Defined	2022-11-16
2022-03-31	$21,890,877	120,392	-5.8%	Shares	Sole	2022-05-02
2021-09-30	$20,153,824	127,758	-2.7%	Shares	Sole	2021-11-01
2021-06-30	$20,504,403	131,287	-4.7%	Shares	Sole	2021-08-03
2021-03-31	$19,537,181	137,809	-1.2%	Shares	Sole	2021-04-22
2020-12-31	$19,006,231	139,526	-6.2%	Shares	Sole	2021-02-02
2020-09-30	$18,039,039	148,702	-2.3%	Shares	Sole	2020-11-03
2020-06-30	$15,717,122	152,165	-0.9%	Shares	Sole	2020-07-28
2020-03-31	$15,985,934	153,578	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.