Gateway Wealth Partners, LLC

Position in AIZ — Assurant, Inc.

CIK 1966037 APPLETON, WI

Position in AIZ

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$451,667

+$200,315 QoQ

Shares Held

1,682

+45.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#337

of 605 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $2,640,497 across 4 Insurance - Property & Casualty names. AIZ ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	4,695	$1,599,774
2	AIZ	Assurant, Inc. This page	1,682	$451,667
3	TRV	Travelers Companies, Inc.	988	$326,158
4	CINF	Cincinnati Financial Corp	1,420	$262,898

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,667	1,682	+45.8%	Shares	Sole	2026-08-04
2026-03-31	$251,352	1,154	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.