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Assurant shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Assurant (AIZ) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Assurant

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All positions including Assurant held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assurant by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 11k 168.49
2023-09-30 $1.4M 9.8k 143.58

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding Assurant

Vanguard Group
Bank of New York Mellon
Massachusetts Financial Services
T. Rowe Price Associates
Dimensional Fund Advisors
Norges Bank Investment Management
Charles Schwab Investment Management
TD Asset Management
Wellington Management Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
CalPERS
Federated Investors
Barclays
Ubs Global Asset Management Americas

View all funds holding Assurant