SAX WEALTH ADVISORS, LLC

Position in AIZ — Assurant, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in AIZ

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$310,152

+$58,582 QoQ

Shares Held

1,155

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#383

of 605 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $1,784,796 across 3 Insurance - Property & Casualty names. AIZ ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,238	$762,576
2	TRV	Travelers Companies, Inc.	2,157	$712,068
3	AIZ	Assurant, Inc. This page	1,155	$310,152

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,152	1,155	0.0%	Shares	Sole	2026-07-09
2026-03-31	$251,570	1,155	0.0%	Shares	Sole	2026-04-08
2025-12-31	$278,181	1,155	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.