AWM
AIZ icon

Apollon Wealth Management’s Assurant AIZ Stock Holding History

Apollon Wealth Management’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 		$286K Buy
+1,064
New +$259K ﹤0.01% 1301
2026
Q1 		– Sell
-927
Closed -$223K – 1406
2025
Q4 		$223K Buy
+927
New +$207K ﹤0.01% 1188

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Apollon Wealth Management's AIZ Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in Assurant (AIZ) in Q2 2026: 1,064 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in AIZ as recently as Q4 2025.

Apollon Wealth Management first reported a position in AIZ in Q4 2025 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Apollon Wealth Management held 1,064 shares of Assurant worth $286K as of Q2 2026.
  • Assurant was a new Apollon Wealth Management position in Q2 2026.
  • Assurant made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1301 holding.
  • Apollon Wealth Management first reported a position in Assurant in Q4 2025 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.