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Assurant shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in Assurant

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

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Quarterly reported holdings in Assurant by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $124k 621 198.86

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
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1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
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View all positions for ORG Wealth Partners

Top funds holding Assurant

Vanguard Group
T. Rowe Price Investment Management
BlackRock
State Street Corporation
Bank of New York Mellon
Massachusetts Financial Services
Geode Capital Management
Invesco
AQR Capital Management
T. Rowe Price Associates
Lyrical Asset Management
Morgan Stanley
Dimensional Fund Advisors
Nordea Investment Management Ab
Schroder Investment Management Group

View all funds holding Assurant