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Assurant shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Assurant

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Assurant by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 1.2k 240.85

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Dimensional Etf Trust Us Equity Market (DFUS)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

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
Hanna Zanoni
Norges Bank Investment Management
Lyrical Asset Management
Northern Trust
Nordea Investment Management Ab

View all funds holding Assurant