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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

AIZ holding history

Assurant, Inc. in every 13F filed by CX Institutional, 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 2026)
1,025
Value
$275.0K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of AIZ by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,025$275.0K<0.1%+17+1.7%AddedHolders
Q1 20261,008$219.0K<0.1%−61−5.7%ReducedHolders
Q4 20251,069$257.0K<0.1%+283+36.0%AddedHolders
Q3 2025786$170.0K<0.1%+120+18.0%AddedHolders
Q2 2025666$132.0K<0.1%+42+6.7%AddedHolders
Q1 2025624$131.0K<0.1%+624NewHolders
Q3 20220$00.0%−163−100.0%Sold outHolders
Q2 2022163$28.0K<0.1%+163NewHolders
Q4 20210$00.0%−120−100.0%Sold outHolders
Q3 2021120$19.0K<0.1%+4+3.4%AddedHolders
Q2 2021116$18.0K<0.1%+22+23.4%AddedHolders
Q1 202194$13.0K<0.1%––Holders

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