Kovitz Investment Group Partners’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
2,290
-151
-6% -$29.8K ﹤0.01% 1006
2025
Q1
$512K Sell
2,441
-167
-6% -$35K ﹤0.01% 888
2024
Q4
$557K Buy
2,608
+164
+7% +$35K ﹤0.01% 858
2024
Q3
$334K Buy
2,444
+1,101
+82% +$151K ﹤0.01% 844
2024
Q2
$223K Buy
+1,343
New +$223K ﹤0.01% 779