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Assurant shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Assurant

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Assurant by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $482k 2.4k 197.49
2025-03-31 $466k 2.2k 209.75
2024-06-30 $360k 2.2k 166.27
2023-03-31 $585k 4.5k 129.57
2021-12-31 $215k 1.4k 155.80

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

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