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Assurant shares owned by SC&H Financial Advisors

Quarter-by-quarter ownership of Assurant (AIZ) shares owned by SC&H Financial Advisors from 13F filings

Historical chart of SC&H Financial Advisors investment in Assurant

Tip: Access up to 7 years of quarterly data

All positions including Assurant held by SC&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assurant by SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 1.1k 198.86
2024-03-31 $209k 1.1k 188.24
2022-06-30 $256k 1.5k 172.97
2022-03-31 $269k 1.5k 181.76
2021-12-31 $231k 1.5k 156.08

More positions owned by SC&H Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for SC&H Financial Advisors

Top funds holding Assurant

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

View all funds holding Assurant