Ameritas Investment Partners’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $726K | Buy |
3,331
+565
| +20% | +$129K | 0.02% | 718 |
|
|
2025
Q4 | $666K | Buy |
2,766
+1
| +0% | +$223 | 0.02% | 744 |
|
|
2025
Q3 | $599K | Buy |
2,765
+10
| +0.4% | +$2.03K | 0.02% | 768 |
|
|
2025
Q2 | $544K | Hold |
2,755
| – | – | 0.02% | 813 |
|
|
2025
Q1 | $578K | Buy |
2,755
+2,255
| +451% | +$471K | 0.02% | 761 |
|
|
2024
Q4 | $107K | Sell |
500
-62
| -11% | -$12.9K | ﹤0.01% | 1730 |
|
|
2024
Q3 | $112K | Hold |
562
| – | – | ﹤0.01% | 1706 |
|
|
2024
Q2 | $93.4K | Hold |
562
| – | – | ﹤0.01% | 1767 |
|
|
2024
Q1 | $106K | Sell |
562
-68
| -11% | -$11.8K | ﹤0.01% | 1698 |
|
|
2023
Q4 | $106K | Hold |
630
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q3 | $90.5K | Hold |
630
| – | – | ﹤0.01% | 1730 |
|
|
2023
Q2 | $79.2K | Sell |
630
-117
| -16% | -$14.6K | ﹤0.01% | 1750 |
|
|
2023
Q1 | $89.7K | Hold |
747
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q4 | $97K | Hold |
747
| – | – | ﹤0.01% | 1623 |
|
|
2022
Q3 | $108K | Hold |
747
| – | – | ﹤0.01% | 1430 |
|
|
2022
Q2 | $129K | Hold |
747
| – | – | 0.01% | 1330 |
|
|
2022
Q1 | $136K | Hold |
747
| – | – | ﹤0.01% | 1430 |
|
|
2021
Q4 | $116K | Sell |
747
-116
| -13% | -$18.4K | ﹤0.01% | 1589 |
|
|
2021
Q3 | $136K | Hold |
863
| – | – | 0.01% | 1497 |
|
|
2021
Q2 | $135K | Hold |
863
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q1 | $122K | Hold |
863
| – | – | ﹤0.01% | 1543 |
|
|
2020
Q4 | $118K | Sell |
863
-126
| -13% | -$16.3K | 0.01% | 1479 |
|
|
2020
Q3 | $120K | Hold |
989
| – | – | 0.01% | 1318 |
|
|
2020
Q2 | $102K | Hold |
989
| – | – | ﹤0.01% | 1394 |
|
|
2020
Q1 | $103K | Sell |
989
-117
| -11% | -$14.4K | 0.01% | 1253 |
|
|
2019
Q4 | $145K | Hold |
1,106
| – | – | 0.01% | 1289 |
|
|
2019
Q3 | $139K | Hold |
1,106
| – | – | 0.01% | 1266 |
|
|
2019
Q2 | $118K | Buy |
1,106
+175
| +19% | +$17.3K | 0.01% | 1389 |
|
|
2019
Q1 | $88K | Hold |
931
| – | – | ﹤0.01% | 1551 |
|
|
2018
Q4 | $83K | Sell |
931
-160
| -15% | -$15.7K | ﹤0.01% | 1505 |
|
|
2018
Q3 | $118K | Hold |
1,091
| – | – | 0.01% | 1442 |
|
|
2018
Q2 | $113K | Hold |
1,091
| – | – | 0.01% | 1456 |
|
|
2018
Q1 | $100K | Sell |
1,091
-189
| -15% | -$17.3K | ﹤0.01% | 1490 |
|
|
2017
Q4 | $129K | Hold |
1,280
| – | – | 0.01% | 1350 |
|
|
2017
Q3 | $121K | Hold |
1,280
| – | – | 0.01% | 1343 |
|
|
2017
Q2 | $133K | Hold |
1,280
| – | – | 0.01% | 1286 |
|
|
2017
Q1 | $122K | Buy |
+1,280
| New | +$124K | 0.01% | 1315 |
|
Other funds holding AIZ
VCM
VPM
Ameritas Investment Partners's AIZ Position: Q1 2026 in Review
Ameritas Investment Partners increased its Assurant (AIZ) stake by 20% in Q1 2026, buying an estimated $129K and bringing the position to 3,331 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #718.
Ameritas Investment Partners first reported a position in AIZ in Q1 2017 and has held it in 37 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.
- Ameritas Investment Partners held 3,331 shares of Assurant worth $726K as of Q1 2026.
- Ameritas Investment Partners bought 565 Assurant shares in Q1 2026, an estimated $129K.
- Assurant made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #718 holding.
- Ameritas Investment Partners first reported a position in Assurant in Q1 2017 and has held it in 37 quarters since.
- 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.