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Assurant shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth investment in Assurant

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Assurant by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 896 240.85

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Motorola Solutions Com New (MSI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

Top funds holding Assurant

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

View all funds holding Assurant