AlphaGrep UK
AIZ icon

AlphaGrep UK’s Assurant AIZ Stock Holding History

AlphaGrep UK’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 		$257K Buy
+974
New +$273K 0.08% 569
2026
Q2 		– Sell
-1,894
Closed -$413K – 731
2026
Q1 		$413K Buy
+1,894
New +$432K 0.12% 346

Other funds holding AIZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

AlphaGrep UK's AIZ Position: Q3 2026 in Review

AlphaGrep UK opened a new position in Assurant (AIZ) in Q3 2026: 974 shares worth $257K. The stake represents 0.08% of the portfolio and ranks #569 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in AIZ as recently as Q1 2026.

AlphaGrep UK first reported a position in AIZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $413K in Q1 2026. 514 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • AlphaGrep UK held 974 shares of Assurant worth $257K as of Q3 2026.
  • Assurant was a new AlphaGrep UK position in Q3 2026.
  • Assurant made up 0.08% of AlphaGrep UK's portfolio in Q3 2026, its #569 holding.
  • AlphaGrep UK first reported a position in Assurant in Q1 2026 and has held it in 2 quarters since.
  • AlphaGrep UK's Assurant position peaked at $413K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.