Arlington Trust’s Assurant AIZ Stock Holding History

Arlington Trust’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	$34.1K	Buy	127 +57	+81%	+$13.9K	﹤0.01%	317
2026 Q1	$15.2K	Buy	70 +13	+23%	+$2.96K	﹤0.01%	371
2025 Q4	$13.7K	Buy	+57	New	+$12.7K	﹤0.01%	283

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

Arlington Trust's AIZ Position: Q2 2026 in Review

Arlington Trust increased its Assurant (AIZ) stake by 81% in Q2 2026, buying an estimated $13.9K and bringing the position to 127 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Arlington Trust first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Arlington Trust held 127 shares of Assurant worth $34.1K as of Q2 2026.
Arlington Trust bought 57 Assurant shares in Q2 2026, an estimated $13.9K.
Assurant made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #317 holding.
Arlington Trust first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.