Assurant shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Assurant (AIZ) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Assurant
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Quarterly reported holdings in Assurant by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3k | 6 | 216.67 |
| 2025-06-30 | $1.2k | 6 | 197.50 |
| 2025-03-31 | $1.3k | 6 | 209.83 |
| 2024-12-31 | $1.3k | 6 | 213.33 |
| 2024-09-30 | $1.2k | 6 | 199.00 |
| 2024-06-30 | $997 | 6 | 166.33 |
| 2024-03-31 | $1.1k | 6 | 188.33 |
| 2023-12-31 | $1.0k | 6 | 168.50 |
| 2023-09-30 | $862 | 6 | 143.67 |
| 2023-06-30 | $754 | 6 | 125.83 |
| 2023-03-31 | $721 | 6 | 120.17 |
| 2022-12-31 | $875 | 7 | 125.00 |