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Assurant shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors investment in Assurant

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Assurant by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $362k 1.3k 268.53
2023-12-31 $842 5 168.40

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Invesco S&P 500 Quality ETF Etf (SPHQ)
iShares Core MSCI EAFE Etf (IEFA)
Sprott Physical Gold Trust Unit Ut (PHYS)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
iShares Russell Midcap Value Etf (IWS)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Berkshire Hathaway Cl B CL B (BRK.B)
Amazon (AMZN)
MasterCard Incorporated (MA)

View all positions for Heritage Wealth Advisors

Top funds holding Assurant

BlackRock
Bank of New York Mellon
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Invesco
Dimensional Fund Advisors
T. Rowe Price Associates
Bank of America Corporation
Massachusetts Financial Services
Hanna Zanoni
Ing Investment Management
FMR
Morgan Stanley

View all funds holding Assurant