Rothwell Investment Advisors, LLC’s Assurant AIZ Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$55.8K	Buy	+212	New	+$59.3K	0.03%	407

Other funds holding AIZ

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AIZ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Assurant (AIZ) in Q3 2026: 212 shares worth $55.8K. The stake represents 0.03% of the portfolio and ranks #407 among its holdings.

288 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

Rothwell Investment Advisors, LLC held 212 shares of Assurant worth $55.8K as of Q3 2026.
Assurant was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Assurant made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #407 holding.
288 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.