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Assurant shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Assurant

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Assurant by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $164k 831 197.38
2025-03-31 $159k 822 193.29
2024-12-31 $175k 819 213.24

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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