Assurant shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Assurant (AIZ) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Assurant
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Quarterly reported holdings in Assurant by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 12k | 221.81 |
| 2025-06-30 | $2.4M | 13k | 189.93 |
| 2025-03-31 | $2.5M | 13k | 189.56 |
| 2024-12-31 | $2.7M | 14k | 198.93 |
| 2022-12-31 | $21k | 169 | 126.52 |
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