GoalFusion Wealth Management, LLC AIZ — ASSURANT INC

Ownership history in GoalFusion Wealth Management, LLC  ·  12 quarters on record

AI Ownership Summary

GoalFusion Wealth Management, LLC reported ASSURANT INC (AIZ) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2024 Q1. The latest visible filing shows AIZ at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AIZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalFusion Wealth Management, LLC's position in ASSURANT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AIZ was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AIZ stock page GoalFusion Wealth Management, LLC fund profile GoalFusion Wealth Management, LLC full holdings
How GoalFusion Wealth Management, LLC held AIZ — position size vs. price
% of Fund (quarterly)    AIZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,374 — 0% 0.23% $517K 2026-04-14 $222.27
2025 Q4 UNCHANGED — — — 2,374 — 0% 0.26% $572K 2026-01-06 $234.67
2025 Q3 UNCHANGED — — — 2,374 — 0% 0.25% $514K 2025-10-21 $209.18
2025 Q2 UNCHANGED — — — 2,374 — 0% 0.24% $469K 2025-07-16 $183.59
2025 Q1 UNCHANGED — — — 2,374 — 0% 0.27% $498K 2025-05-01 $188.67
2024 Q4 REDUCED 8.7% -1.3% ✅ 2,374 -225 -8.7% 0.28% $506K 2025-01-15 $205.02
2024 Q3 UNCHANGED — — — 2,599 — 0% 0.29% $517K 2024-10-07 $182.38
2024 Q2 UNCHANGED — — — 2,599 — 0% 0.27% $432K 2024-07-18 $167.81
2024 Q1 UNCHANGED — — — 2,599 — 0% 0.31% $489K 2024-04-03 $179.38
2023 Q4 UNCHANGED — — — 2,599 — 0% 0.30% $438K 2024-01-03 $164.15
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AIZ

As of 2026 Q1 — sorted by position size

Gillson Capital LP 3Y 7Y 7.02% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 2.03% Dockside LLC 2.01% VALLEY WEALTH MANAGERS, INC. 3Y 7Y 1.36% EDMP, INC. 3Y 7Y 1.2% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 1.15% Shay Capital LLC 3Y 1.13% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 1.04% Cascade Investment Advisors, Inc. 3Y 7Y 1.04% Dean Capital Management 3Y 7Y 1.01%

FAQ About GoalFusion Wealth Management, LLC and AIZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalFusion Wealth Management, LLC reported owning AIZ?

GoalFusion Wealth Management, LLC reported AIZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AIZ position in GoalFusion Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AIZ was 0.31% in 2024 Q1.

What is the latest reported AIZ position on this page?

The most recent filing on this page is 2026 Q1, when GoalFusion Wealth Management, LLC reported 2,374 shares, equal to 0.23% of portfolio, with an estimated market value of $517K.

What does the chart on this AIZ ownership page compare?

The chart compares GoalFusion Wealth Management, LLC's quarterly AIZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GoalFusion Wealth Management, LLC time their AIZ position?

Based on 13F filing dates vs. subsequent AIZ price moves, GoalFusion Wealth Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AIZ relative to SPY over the holding period was +5.9%.

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