AIM
AIZ icon

Aigen Investment Management’s Assurant AIZ Stock Holding History

Aigen Investment 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 		$270K Sell
1,004
-755
-43% -$184K 0.07% 346
2026
Q1 		$383K Sell
1,759
-2,354
-57% -$537K 0.1% 277
2025
Q4 		$991K Sell
4,113
-9,862
-71% -$2.2M 0.23% 124
2025
Q3 		$3.03M Buy
13,975
+6,497
+87% +$1.32M 0.47% 30
2025
Q2 		$1.48M Buy
+7,478
New +$1.47M 0.2% 153
2024
Q4 		– Sell
-1,313
Closed -$261K – 711
2024
Q3 		$261K Buy
+1,313
New +$239K 0.05% 505
2024
Q1 		– Sell
-2,598
Closed -$438K – 651
2023
Q4 		$438K Buy
+2,598
New +$413K 0.08% 371
2023
Q2 		– Sell
-9,433
Closed -$1.13M – 723
2023
Q1 		$1.13M Buy
9,433
+7,687
+440% +$962K 0.16% 164
2022
Q4 		$218K Buy
+1,746
New +$233K 0.03% 431
2022
Q2 		– Sell
-9,256
Closed -$1.68M – 510
2022
Q1 		$1.68M Buy
+9,256
New +$1.52M 0.29% 100

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 $3.38T AUM 44.17% 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

Aigen Investment Management's AIZ Position: Q2 2026 in Review

Aigen Investment Management reduced its Assurant (AIZ) stake by 43% in Q2 2026, selling an estimated $184K and leaving 1,004 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #346.

Aigen Investment Management first reported a position in AIZ in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.03M in Q3 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Aigen Investment Management held 1,004 shares of Assurant worth $270K as of Q2 2026.
  • Aigen Investment Management sold 755 Assurant shares in Q2 2026, an estimated $184K.
  • Assurant made up 0.07% of Aigen Investment Management's portfolio in Q2 2026, its #346 holding.
  • Aigen Investment Management first reported a position in Assurant in Q1 2022 and has held it in 10 quarters since.
  • Aigen Investment Management's Assurant position peaked at $3.03M in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.