Ameritas Advisory Services’s Assurant AIZ Stock Holding History

Ameritas Advisory Services’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	$324K	Sell	1,205 -213	-15%	-$51.9K	0.01%	926
2026 Q1	$309K	Sell	1,418 -1,044	-42%	-$238K	0.01%	753
2025 Q4	$593K	Buy	2,462 +1,292	+110%	+$289K	0.02%	514
2025 Q3	$253K	Buy	1,170 +1,162	+14,525%	+$236K	0.02%	559
2025 Q2	$1.58K	Sell	8 -1,169	-99%	-$230K	﹤0.01%	2543
2025 Q1	$251K	Buy	1,177 +1	+0.1%	+$209	0.01%	747
2024 Q4	$251K	Hold	1,176	–	–	0.01%	768
2024 Q3	$234K	Buy	+1,176	New	+$214K	0.01%	758
2024 Q2	–	Sell	-1,176	Closed	-$205K	–	898
2024 Q1	$205K	Buy	+1,176	New	+$205K	0.01%	823
2023 Q2	–	Sell	-1,170	Closed	-$140K	–	601
2023 Q1	$140K	Buy	+1,170	New	+$146K	0.01%	890

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameritas Advisory Services's AIZ Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Assurant (AIZ) stake by 15% in Q2 2026, selling an estimated $51.9K and leaving 1,205 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #926.

Ameritas Advisory Services first reported a position in AIZ in Q1 2023 and has held it in 10 quarters since. The position peaked at $593K in Q4 2025. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Ameritas Advisory Services held 1,205 shares of Assurant worth $324K as of Q2 2026.
Ameritas Advisory Services sold 213 Assurant shares in Q2 2026, an estimated $51.9K.
Assurant made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #926 holding.
Ameritas Advisory Services first reported a position in Assurant in Q1 2023 and has held it in 10 quarters since.
Ameritas Advisory Services's Assurant position peaked at $593K in Q4 2025.
612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.