Assurant shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Assurant (AIZ) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Assurant
Tip: Access up to 7 years of quarterly data
All positions including Assurant held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Assurant by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 1.8k | 216.60 |
| 2025-06-30 | $356k | 1.8k | 197.49 |
| 2025-03-31 | $401k | 1.9k | 209.75 |
| 2024-12-31 | $407k | 1.9k | 213.22 |
| 2024-06-30 | $318k | 1.9k | 166.25 |
| 2024-03-31 | $360k | 1.9k | 188.24 |
| 2023-12-31 | $345k | 2.0k | 168.49 |
| 2023-09-30 | $293k | 2.0k | 143.58 |
| 2023-06-30 | $256k | 2.0k | 125.72 |
| 2023-03-31 | $245k | 2.0k | 120.07 |
| 2022-12-31 | $258k | 2.1k | 125.06 |
| 2022-09-30 | $299k | 2.1k | 145.22 |
| 2022-06-30 | $356k | 2.1k | 172.65 |
| 2022-03-31 | $435k | 2.4k | 181.93 |
| 2021-12-31 | $373k | 2.4k | 156.00 |
| 2021-09-30 | $377k | 2.4k | 157.67 |
| 2021-06-30 | $373k | 2.4k | 156.20 |
| 2021-03-31 | $292k | 2.1k | 141.54 |
| 2020-12-31 | $291k | 2.1k | 136.36 |
| 2020-09-30 | $259k | 2.1k | 121.37 |
| 2020-06-30 | $222k | 2.2k | 103.16 |
| 2020-03-31 | $225k | 2.2k | 104.07 |
| 2019-12-31 | $308k | 2.3k | 131.18 |
| 2019-09-30 | $317k | 2.5k | 125.94 |
| 2019-06-30 | $265k | 2.5k | 106.34 |
| 2019-03-31 | $238k | 2.5k | 95.05 |
| 2018-12-31 | $225k | 2.5k | 89.39 |
| 2018-09-30 | $257k | 2.4k | 107.89 |
| 2018-06-30 | $247k | 2.4k | 103.69 |
| 2018-03-31 | $222k | 2.4k | 91.43 |
| 2017-12-31 | $240k | 2.4k | 100.80 |
| 2017-09-30 | $326k | 3.4k | 95.46 |
More positions owned by Beacon Investment Advisory Services
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