Ancora Advisors’s Assurant AIZ Stock Holding History

Ancora Advisors’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	-395	Closed	-$86K	–	2007
2026 Q1	$86K	Buy	395 +274	+226%	+$62.5K	﹤0.01%	947
2025 Q4	$29.1K	Buy	+121	New	+$27K	﹤0.01%	1369
2018 Q4	–	Sell	-125	Closed	-$13K	–	618
2018 Q3	$13K	Buy	+125	New	+$13.2K	﹤0.01%	1146

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

Ancora Advisors's AIZ Position: Q2 2026 in Review

Ancora Advisors sold out of Assurant (AIZ) in Q2 2026, closing a stake of 395 shares — an estimated $86K sold.

Ancora Advisors first reported a position in AIZ in Q3 2018 and held it in 3 quarters. The position peaked at $86K in Q1 2026. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Ancora Advisors reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 395 Assurant shares in Q2 2026, an estimated $86K.
Ancora Advisors first reported a position in Assurant in Q3 2018 and held it in 3 quarters.
Ancora Advisors's Assurant position peaked at $86K in Q1 2026.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.