AIZ
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.3 | P/B | 2.05 |
| EPS (TTM) | 21.18 | Dividend | 1.74% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of New York Mellon Corp | 4.8M | 0.2% | −4% |
| BlackRock, Inc. | 3.9M | 0.0% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | n/a | n/a |
| State Street | 2.5M | 0.0% | −2% |
| Geode Capital Management | 1.4M | 0.0% | +2% |
Top institutional owners for AIZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 07 | Biju Nair | SELL | 4K | −$1M |
| JUN 23 | Lonergan Robert | SELL | 7K | −$2M |
| MAY 27 | DiRienzo Dimitry | SELL | 2K | −$511K |
| MAY 18 | MEIER KEITH | SELL | 25K | −$6M |
| MAY 15 | Rosenblum Jay | SELL | 2K | −$504K |
0 insider buys, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AIZ yet.