AFC
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Ares Financial Consulting’s Assurant AIZ Stock Holding History

Ares Financial Consulting’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 		$1.07K Hold
4
– – ﹤0.01% 996
2026
Q1 		$865 Hold
4
– – ﹤0.01% 975
2025
Q4 		$963 Buy
+4
New +$893 ﹤0.01% 772

Other funds holding AIZ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ares Financial Consulting's AIZ Position: Q2 2026 in Review

Ares Financial Consulting held its Assurant (AIZ) position steady in Q2 2026 at 4 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Ares Financial Consulting first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Ares Financial Consulting held 4 shares of Assurant worth $1.07K as of Q2 2026.
  • Ares Financial Consulting left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #996 holding.
  • Ares Financial Consulting first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.