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Atlas Capital Advisors’s Assurant AIZ Stock Holding History

Atlas Capital 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 		$128K Buy
478
+17
+4% +$4.14K 0.01% 559
2026
Q1 		$100K Hold
461
– – 0.01% 535
2025
Q4 		$111K Buy
+461
New +$103K 0.01% 517
2025
Q2 		$99.1K Sell
502
-15
-3% -$2.95K 0.01% 540
2025
Q1 		$108K Buy
517
+15
+3% +$3.13K 0.01% 532
2024
Q4 		$107K Hold
502
– – 0.01% 511
2024
Q3 		$99.8K Hold
502
– – 0.02% 496
2024
Q2 		$83.5K Sell
502
-1,602
-76% -$278K 0.01% 526
2024
Q1 		$396K Hold
2,104
– – 0.06% 258
2023
Q4 		$355K Buy
2,104
+2,097
+29,957% +$333K 0.05% 272
2023
Q3 		$1K Hold
7
– – ﹤0.01% 826
2023
Q2 		$880 Hold
7
– – ﹤0.01% 845
2023
Q1 		$840 Hold
7
– – ﹤0.01% 858
2022
Q4 		$875 Hold
7
– – ﹤0.01% 856
2022
Q3 		$1.02K Hold
7
– – ﹤0.01% 860
2022
Q2 		$1.21K Hold
7
– – ﹤0.01% 925
2022
Q1 		$1.27K Hold
7
– – ﹤0.01% 862
2021
Q4 		$1.09K Hold
7
– – ﹤0.01% 874
2021
Q3 		$1.1K Hold
7
– – ﹤0.01% 889
2021
Q2 		$1.09K Buy
+7
New +$1.09K ﹤0.01% 895
2021
Q1 		– Sell
-682
Closed -$92.9K – 791
2020
Q4 		$92.9K Buy
+682
New +$88.2K 0.02% 403
2020
Q2 		– Sell
-1,370
Closed -$143K – 666
2020
Q1 		$143K Buy
1,370
+1,046
+323% +$129K 0.04% 319
2019
Q4 		$42.5K Buy
+324
New +$41.7K 0.01% 481

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

Atlas Capital Advisors's AIZ Position: Q2 2026 in Review

Atlas Capital Advisors increased its Assurant (AIZ) stake by 3.7% in Q2 2026, buying an estimated $4.14K and bringing the position to 478 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #559.

Atlas Capital Advisors first reported a position in AIZ in Q4 2019 and has held it in 23 quarters since. The position peaked at $396K in Q1 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Atlas Capital Advisors held 478 shares of Assurant worth $128K as of Q2 2026.
  • Atlas Capital Advisors bought 17 Assurant shares in Q2 2026, an estimated $4.14K.
  • Assurant made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #559 holding.
  • Atlas Capital Advisors first reported a position in Assurant in Q4 2019 and has held it in 23 quarters since.
  • Atlas Capital Advisors's Assurant position peaked at $396K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.