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Arax Advisory Partners’s Assurant AIZ Stock Holding History

Arax Advisory Partners’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 		$1.14M Buy
4,242
+2,928
+223% +$713K 0.01% 1140
2026
Q1 		$287K Sell
1,314
-305
-19% -$69.5K 0.01% 896
2025
Q4 		$390K Buy
1,619
+475
+42% +$106K 0.01% 704
2025
Q3 		$248K Sell
1,144
-500
-30% -$101K ﹤0.01% 1164
2025
Q2 		$325K Buy
1,644
+1,539
+1,466% +$302K 0.01% 510
2025
Q1 		$22.1K Sell
105
-115
-52% -$24K ﹤0.01% 1261
2024
Q4 		$47K Buy
220
+9
+4% +$1.87K ﹤0.01% 932
2024
Q3 		$42K Buy
211
+4
+2% +$729 ﹤0.01% 787
2024
Q2 		$34.4K Buy
207
+166
+405% +$28.8K ﹤0.01% 787
2024
Q1 		$7.75K Hold
41
– – ﹤0.01% 822
2023
Q4 		$6.93K Sell
41
-6
-13% -$954 ﹤0.01% 816
2023
Q3 		$6.76K Hold
47
– – ﹤0.01% 812
2023
Q2 		$5.92K Buy
47
+15
+47% +$1.87K ﹤0.01% 830
2023
Q1 		$3.84K Buy
+32
New +$4K ﹤0.01% 905
2022
Q4 		– Sell
-7
Closed -$1K – 1275
2022
Q3 		$1K Sell
7
-22
-76% -$3.59K ﹤0.01% 1016
2022
Q2 		$5K Buy
+29
New +$5.25K ﹤0.01% 760

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

Arax Advisory Partners's AIZ Position: Q2 2026 in Review

Arax Advisory Partners increased its Assurant (AIZ) stake by 223% in Q2 2026, buying an estimated $713K and bringing the position to 4,242 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1140.

Arax Advisory Partners first reported a position in AIZ in Q2 2022 and has held it in 16 quarters since. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Arax Advisory Partners held 4,242 shares of Assurant worth $1.14M as of Q2 2026.
  • Arax Advisory Partners bought 2,928 Assurant shares in Q2 2026, an estimated $713K.
  • Assurant made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1140 holding.
  • Arax Advisory Partners first reported a position in Assurant in Q2 2022 and has held it in 16 quarters since.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.