AWM
AIZ icon

AE Wealth Management’s Assurant AIZ Stock Holding History

AE 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
Q1 		$489K Buy
+2,243
New +$511K ﹤0.01% 1128
2024
Q1 		– Sell
-2,024
Closed -$345K – 1166
2023
Q4 		$345K Buy
+2,024
New +$322K ﹤0.01% 1637

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's AIZ Position: Q1 2026 in Review

AE Wealth Management opened a new position in Assurant (AIZ) in Q1 2026: 2,243 shares worth $489K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in AIZ as recently as Q4 2023.

AE Wealth Management first reported a position in AIZ in Q4 2023 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • AE Wealth Management held 2,243 shares of Assurant worth $489K as of Q1 2026.
  • Assurant was a new AE Wealth Management position in Q1 2026.
  • Assurant made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1128 holding.
  • AE Wealth Management first reported a position in Assurant in Q4 2023 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.