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Assurant shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Assurant

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Assurant by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 62 216.60
2025-06-30 $12k 62 197.48
2025-03-31 $13k 62 209.76
2024-12-31 $13k 62 213.23

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Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
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Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Assurant

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

View all funds holding Assurant