AWM
AIZ icon

Activest Wealth Management’s Assurant AIZ Stock Holding History

Activest 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 		$537 Buy
+2
New +$487 ﹤0.01% 1052
2025
Q4 		– Sell
-1
Closed -$217 – 1127
2025
Q3 		$217 Buy
+1
New +$203 ﹤0.01% 1016

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Assurant (AIZ) in Q2 2026: 2 shares worth $537. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in AIZ as recently as Q3 2025.

Activest Wealth Management first reported a position in AIZ in Q3 2025 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Activest Wealth Management held 2 shares of Assurant worth $537 as of Q2 2026.
  • Assurant was a new Activest Wealth Management position in Q2 2026.
  • Assurant made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1052 holding.
  • Activest Wealth Management first reported a position in Assurant in Q3 2025 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.