Mowery & Schoenfeld Wealth Management, LLC

Position in AIZ — Assurant, Inc.

CIK 2019946 LINCOLNSHIRE, IL

Position in AIZ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,685

+$507 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#567

of 605 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $735,850 across 6 Insurance - Property & Casualty names. AIZ ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	790	$260,794
2	PGR	Progressive Corp/Oh/	930	$203,158
3	CB	Chubb Ltd	418	$142,429
4	ALL	Allstate Corp	520	$123,728
5	L	Loews Corp	27	$3,056
6	AIZ	Assurant, Inc. This page	10	$2,685

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,685	10	0.0%	Shares	Sole	2026-08-06
2026-03-31	$2,178	10	0.0%	Shares	Sole	2026-05-01
2025-12-31	$2,408	10	0.0%	Shares	Sole	2026-01-28
2025-09-30	$2,166	10	0.0%	Shares	Sole	2025-10-27
2025-06-30	$1,974	10	0.0%	Shares	Sole	2025-07-28
2025-03-31	$2,097	10	-9.1%	Shares	Sole	2025-05-05
2024-12-31	$2,345	11	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.