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Assurant shares owned by GoalFusion Wealth Management

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

Historical chart of GoalFusion Wealth Management investment in Assurant

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

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Quarterly reported holdings in Assurant by GoalFusion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $514k 2.4k 216.59
2025-06-30 $469k 2.4k 197.48
2025-03-31 $498k 2.4k 209.74
2024-12-31 $506k 2.4k 213.21
2024-09-30 $517k 2.6k 198.85
2024-06-30 $432k 2.6k 166.25
2024-03-31 $489k 2.6k 188.23
2023-12-31 $438k 2.6k 168.49
2023-09-30 $373k 2.6k 143.58
2023-06-30 $352k 2.8k 125.72

More positions owned by GoalFusion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Energy Etf (VDE)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for GoalFusion 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