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Assurant shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Assurant (AIZ) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Assurant

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All positions including Assurant held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assurant by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4k 25 217.80

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Assurant

Vanguard Group
Bank of New York Mellon
BlackRock
T. Rowe Price Investment Management
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
FMR
Invesco
Dimensional Fund Advisors
Massachusetts Financial Services
Ing Investment Management
Hanna Zanoni
Nordea Investment Management Ab

View all funds holding Assurant