Accurate Wealth Management’s Assurant AIZ Stock Holding History

Accurate Wealth Management’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 Q2	$1.53M	Sell	5,487 -1,373	-20%	-$334K	0.15%	160
2026 Q1	$1.51M	Sell	6,860 -2,743	-29%	-$625K	0.18%	127
2025 Q4	$2.29M	Sell	9,603 -2,609	-21%	-$583K	0.29%	73
2025 Q3	$2.71M	Sell	12,212 -635	-5%	-$129K	0.36%	64
2025 Q2	$2.44M	Sell	12,847 -305	-2%	-$59.9K	0.37%	68
2025 Q1	$2.49M	Sell	13,152 -562	-4%	-$117K	0.48%	57
2024 Q4	$2.73M	Buy	+13,714	New	+$2.85M	0.52%	50
2023 Q1	–	Sell	-169	Closed	-$21.4K	–	279
2022 Q4	$21.4K	Buy	+169	New	+$22.5K	0.01%	665

Other funds holding AIZ

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Accurate Wealth Management's AIZ Position: Q2 2026 in Review

Accurate Wealth Management reduced its Assurant (AIZ) stake by 20% in Q2 2026, selling an estimated $334K and leaving 5,487 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #160.

Accurate Wealth Management first reported a position in AIZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.73M in Q4 2024. 147 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Accurate Wealth Management held 5,487 shares of Assurant worth $1.53M as of Q2 2026.
Accurate Wealth Management sold 1,373 Assurant shares in Q2 2026, an estimated $334K.
Assurant made up 0.15% of Accurate Wealth Management's portfolio in Q2 2026, its #160 holding.
Accurate Wealth Management first reported a position in Assurant in Q4 2022 and has held it in 8 quarters since.
Accurate Wealth Management's Assurant position peaked at $2.73M in Q4 2024.
147 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.