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Alvarez & Marsal Private Wealth Partners’s Assurant AIZ Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-2,366
Closed -$515K – 111
2026
Q1 		$515K Buy
+2,366
New +$539K 0.07% 64

Other funds holding AIZ

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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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

Alvarez & Marsal Private Wealth Partners's AIZ Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Assurant (AIZ) in Q2 2026, closing a stake of 2,366 shares — an estimated $515K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in AIZ in Q1 2026 and held it in 1 quarter. The position peaked at $515K in Q1 2026. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 2,366 Assurant shares in Q2 2026, an estimated $515K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Assurant in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Assurant position peaked at $515K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.