SEC 13F Intelligence

Naples Money Management LLC / AIZ

Naples Money Management LLC’s Assurant Inc Position

Does Naples Money Management LLC own Assurant Inc (AIZ)? Not currently — the last reported position was 11.8K shares worth $2M in Q4 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$2M
Q4 2023
Shares
11.8K
% of Portfolio
+1.86%
Quarters Held
1
position exited

Position History AIZ

Reported value by quarter
Q4 ’23: $2MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202311.8K$2M+1.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naples Money Management LLC’s full portfolio or all institutional holders of AIZ.