Beacon Investment Advisory Services, Inc. Assurant, Inc. Transaction History

Beacon Investment Advisory Services, Inc.

$2.36 Billion
Q3 2025

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Assurant, Inc. stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 1,804 shares of AIZ stock, worth $377,306. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,804

Previous 1,804 -0.0%

Holding current value

$377,306

Previous $356,000 9.55%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$179.73 - $211.56 $19,051 - $22,425	-106 Reduced 5.55%	1,804 $356,000
Q1 2024 May 09, 2024	SELL	$163.3 - $188.24 $22,698 - $26,165	-139 Reduced 6.78%	1,910 $359,000
Q4 2023 Feb 12, 2024	BUY	$143.23 - $171.43 $859 - $1,028	6 Added 0.29%	2,049 $345,000
Q3 2023 Oct 31, 2023	BUY	$124.22 - $147.68 $621 - $738	5 Added 0.25%	2,043 $293,000
Q1 2023 May 04, 2023	SELL	$104.92 - $135.65 $2,203 - $2,848	-21 Reduced 1.02%	2,038 $244,000
Q3 2022 Oct 20, 2022	SELL	$22.0 - $177.49 $66 - $532	-3 Reduced 0.15%	2,059 $299,000
Q2 2022 Jul 21, 2022	SELL	$169.08 - $193.12 $55,627 - $63,536	-329 Reduced 13.76%	2,062 $356,000
Q3 2021 Nov 09, 2021	BUY	$151.47 - $171.13 $454 - $513	3 Added 0.13%	2,391 $377,000
Q2 2021 Aug 02, 2021	BUY	$142.3 - $163.45 $46,247 - $53,121	325 Added 15.75%	2,388 $373,000
Q1 2021 May 21, 2021	SELL	$122.77 - $144.71 $8,716 - $10,274	-71 Reduced 3.33%	2,063 $292,000
Q3 2020 Oct 29, 2020	SELL	$97.56 - $125.07 $1,756 - $2,251	-18 Reduced 0.84%	2,134 $259,000
Q2 2020 Jul 28, 2020	SELL	$87.76 - $117.41 $877 - $1,174	-10 Reduced 0.46%	2,152 $222,000
Q1 2020 May 05, 2020	SELL	$80.41 - $142.52 $14,956 - $26,508	-186 Reduced 7.92%	2,162 $225,000
Q4 2019 Jan 31, 2020	SELL	$122.03 - $133.55 $20,623 - $22,569	-169 Reduced 6.71%	2,348 $308,000
Q3 2019 Oct 29, 2019	BUY	$108.14 - $127.5 $2,703 - $3,187	25 Added 1.0%	2,517 $317,000
Q2 2019 Aug 07, 2019	SELL	$91.99 - $107.71 $1,103 - $1,292	-12 Reduced 0.48%	2,492 $265,000
Q1 2019 May 15, 2019	SELL	$88.66 - $104.14 $1,152 - $1,353	-13 Reduced 0.52%	2,504 $238,000
Q4 2018 Feb 08, 2019	BUY	$82.65 - $108.44 $11,157 - $14,639	135 Added 5.67%	2,517 $225,000
Q2 2018 Aug 09, 2018	SELL	$86.39 - $104.93 $3,973 - $4,826	-46 Reduced 1.89%	2,382 $247,000
Q1 2018 Apr 26, 2018	BUY	$85.16 - $101.31 $4,002 - $4,761	47 Added 1.97%	2,428 $222,000
Q4 2017 Feb 02, 2018	SELL	$95.29 - $101.8 $98,529 - $105,261	-1,034 Reduced 30.28%	2,381 $240,000
Q3 2017 Nov 14, 2017	BUY	$87.74 - $106.26 $299,632 - $362,877	3,415	3,415 $326,000

Others Institutions Holding AIZ

# of Institutions

601

Shares Held

45.3M

Call Options Held

44K

Put Options Held

9.4K

View Full List

About ASSURANT, INC.

Ticker AIZ
Exchange NYSE
Sector Financial Services
Industry Insurance—Specialty
Shares Outstandng 53,209,300
Market Cap $11.1B
Description
Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, ...

More about AIZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.

Account

Beacon Investment Advisory Services, Inc. Assurant, Inc. Transaction History