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 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameritas Advisory Services's AIZ Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Assurant (AIZ) stake by 42% in Q1 2026, selling an estimated $238K and leaving 1,418 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #753.

Ameritas Advisory Services first reported a position in AIZ in Q1 2023 and has held it in 9 quarters since. The position peaked at $593K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Ameritas Advisory Services held 1,418 shares of Assurant worth $309K as of Q1 2026.
Ameritas Advisory Services sold 1,044 Assurant shares in Q1 2026, an estimated $238K.
Assurant made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #753 holding.
Ameritas Advisory Services first reported a position in Assurant in Q1 2023 and has held it in 9 quarters since.
Ameritas Advisory Services's Assurant position peaked at $593K in Q4 2025.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.