Calamos Wealth Management LLC

Position in AIZ — Assurant, Inc.

CIK 1455258 NAPERVILLE, IL

Position in AIZ

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$301,022

+$67,095 QoQ

Shares Held

1,121

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#387

of 605 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Calamos Wealth Management LLC holds $22,853,625 across 5 Insurance - Property & Casualty names. AIZ ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	56,492	$19,249,084
2	ALL	Allstate Corp	5,309	$1,263,223
3	TRV	Travelers Companies, Inc.	3,465	$1,143,865
4	MKL	Markel Group Inc.	459	$896,431
5	AIZ	Assurant, Inc. This page	1,121	$301,022

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,022	1,121	+4.4%	Shares	Sole	2026-07-31
2026-03-31	$233,927	1,074	+2.1%	Shares	Sole	2026-05-04
2025-12-31	$253,374	1,052	-0.8%	Shares	Sole	2026-01-29
2025-09-30	$229,596	1,060	-12.9%	Shares	Sole	2025-10-20
2025-06-30	$240,345	1,217	-0.8%	Shares	Sole	2025-07-29
2025-03-31	$257,363	1,227	-3.7%	Shares	Sole	2025-04-29
2024-12-31	$271,642	1,274	0.0%	Shares	Sole	2025-01-24
2024-09-30	$253,347	1,274	-1.7%	Shares	Sole	2024-11-12
2024-06-30	$215,460	1,296	-18.4%	Shares	Sole	2024-07-25
2024-03-31	$298,925	1,588	-0.3%	Shares	Sole	2024-05-08
2023-12-31	$268,404	1,593	-3.0%	Shares	Sole	2024-01-31
2023-09-30	$235,758	1,642	-4.6%	Shares	Sole	2023-10-26
2023-06-30	$216,489	1,722	-0.8%	Shares	Sole	2023-07-28
2023-03-31	$208,441	1,736	-0.3%	Shares	Sole	2023-05-04
2022-12-31	$217,854	1,742	-4.9%	Shares	Sole	2023-01-26
2022-09-30	$266,134	1,832	-8.0%	Shares	Sole	2022-10-24
2022-06-30	$344,144	1,991	0.0%	Shares	Sole	2022-08-01
2022-03-31	$362,023	1,991	-44.2%	Shares	Sole	2022-05-03
2021-09-30	$562,694	3,567	-1.1%	Shares	Sole	2021-10-26
2021-06-30	$563,028	3,605	-0.5%	Shares	Sole	2021-07-22
2021-03-31	$513,490	3,622	—	Shares	Sole	2021-04-12
No filing history on record for this holder in this stock.