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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

AIZ holding history

Assurant, Inc. in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIZ overviewAll 13F holders of AIZFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of AIZ by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−722−100.0%Sold outHolders
Q1 2025722$151.5K<0.1%−1,018−58.5%ReducedHolders
Q4 20241,740$371.0K<0.1%+1,740NewHolders
Q3 20240$00.0%−1,661−100.0%Sold outHolders
Q2 20241,661$276.1K<0.1%−44−2.6%ReducedHolders
Q1 20241,705$320.9K<0.1%+1,705NewHolders
Q4 20230$00.0%−2,002−100.0%Sold outHolders
Q3 20232,002$287.5K<0.1%−39−1.9%ReducedHolders
Q2 20232,041$256.6K<0.1%−376−15.6%ReducedHolders
Q1 20232,417$290.2K<0.1%−49−2.0%ReducedHolders
Q4 20222,466$308.4K<0.1%+1,072+76.9%AddedHolders
Q3 20221,394$202.0K<0.1%+146+11.7%AddedHolders
Q2 20221,248$216.0K<0.1%−98−7.3%ReducedHolders
Q1 20221,346$245.0K<0.1%+1,346NewHolders
Q4 20210$00.0%−7,102−100.0%Sold outHolders
Q3 20217,102$1.12M<0.1%+1,685+31.1%AddedHolders
Q2 20215,417$846.0K<0.1%+1,329+32.5%AddedHolders
Q1 20214,088$580.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.