Ballast Advisors »

Assurant shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Assurant

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Assurant by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 1.0k 198.86

More positions owned by Ballast Advisors

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Uber Technologies (UBER)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Ballast Advisors

Top funds holding Assurant

Vanguard Group
T. Rowe Price Investment Management
BlackRock
Bank of New York Mellon
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
FMR
Invesco
AQR Capital Management
T. Rowe Price Associates
Lyrical Asset Management
Dimensional Fund Advisors
Northern Trust
Nordea Investment Management Ab

View all funds holding Assurant