Carson Wealth (CWM LLC)’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $457K | Sell |
2,100
-27
| -1% | -$6.16K | ﹤0.01% | 2085 |
|
|
2025
Q4 | $512K | Buy |
2,127
+125
| +6% | +$27.9K | ﹤0.01% | 1900 |
|
|
2025
Q3 | $434K | Sell |
2,002
-1,230
| -38% | -$250K | ﹤0.01% | 1885 |
|
|
2025
Q2 | $638K | Sell |
3,232
-2,373
| -42% | -$466K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $1.18M | Buy |
5,605
+325
| +6% | +$67.8K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $1.13M | Buy |
5,280
+1,053
| +25% | +$219K | ﹤0.01% | 1018 |
|
|
2024
Q3 | $841K | Buy |
4,227
+1,950
| +86% | +$355K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $379K | Buy |
2,277
+756
| +50% | +$131K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $286K | Buy |
1,521
+545
| +56% | +$94.9K | ﹤0.01% | 1355 |
|
|
2023
Q4 | $164K | Buy |
976
+62
| +7% | +$9.86K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $131K | Buy |
914
+12
| +1% | +$1.64K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $113K | Buy |
902
+373
| +71% | +$46.4K | ﹤0.01% | 1508 |
|
|
2023
Q1 | $64K | Buy |
529
+79
| +18% | +$9.88K | ﹤0.01% | 1732 |
|
|
2022
Q4 | $56K | Buy |
450
+180
| +67% | +$24K | ﹤0.01% | 1669 |
|
|
2022
Q3 | $39K | Sell |
270
-8
| -3% | -$1.31K | ﹤0.01% | 1780 |
|
|
2022
Q2 | $48K | Buy |
278
+128
| +85% | +$23.2K | ﹤0.01% | 1647 |
|
|
2022
Q1 | $27K | Buy |
150
+7
| +5% | +$1.15K | ﹤0.01% | 1887 |
|
|
2021
Q4 | $22K | Buy |
+143
| New | +$22.7K | ﹤0.01% | 1930 |
|
|
2021
Q2 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2021
Q1 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2020
Q4 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2020
Q3 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2020
Q2 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2020
Q1 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2019
Q4 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2019
Q3 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2019
Q2 | $26K | Hold |
168
| – | – | ﹤0.01% | 1669 |
|
|
2019
Q1 | $26K | Buy |
168
+140
| +500% | +$13.6K | ﹤0.01% | 1669 |
|
|
2018
Q4 | $3K | Buy |
28
+3
| +12% | +$293 | ﹤0.01% | 1636 |
|
|
2018
Q3 | $3K | Buy |
25
+8
| +47% | +$847 | ﹤0.01% | 1434 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q1 | $2K | Buy |
+17
| New | +$1.55K | ﹤0.01% | 1147 |
|
Other funds holding AIZ
Carson Wealth (CWM LLC)'s AIZ Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Assurant (AIZ) stake by 1.3% in Q1 2026, selling an estimated $6.16K and leaving 2,100 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.
Carson Wealth (CWM LLC) first reported a position in AIZ in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.18M in Q1 2025. 582 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,100 shares of Assurant worth $457K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 27 Assurant shares in Q1 2026, an estimated $6.16K.
- Assurant made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2085 holding.
- Carson Wealth (CWM LLC) first reported a position in Assurant in Q1 2018 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Assurant position peaked at $1.18M in Q1 2025.
- 582 funds tracked by Wall St. Rank held Assurant as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.