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Assurant shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Assurant (AIZ) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Assurant

Tip: Access up to 7 years of quarterly data

All positions including Assurant held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assurant by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.6k 17 268.59
2026-03-31 $3.7k 17 217.82

More positions owned by Acumen Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Micron Technology (MU)

View all positions for Acumen Wealth Advisors

Top funds holding Assurant

BlackRock
Bank of New York Mellon
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Invesco
Dimensional Fund Advisors
T. Rowe Price Associates
Bank of America Corporation
Massachusetts Financial Services
Hanna Zanoni
Ing Investment Management
FMR
Morgan Stanley

View all funds holding Assurant