AFG
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Atomi Financial Group’s Assurant AIZ Stock Holding History

Atomi Financial Group’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 		$568K Buy
2,114
+381
+22% +$92.8K 0.01% 710
2026
Q1 		$377K Buy
1,733
+112
+7% +$25.5K 0.01% 833
2025
Q4 		$390K Buy
1,621
+201
+14% +$44.9K 0.01% 805
2025
Q3 		$308K Buy
1,420
+31
+2% +$6.29K 0.01% 876
2025
Q2 		$274K Buy
1,389
+5
+0.4% +$983 0.01% 862
2025
Q1 		$290K Buy
1,384
+160
+13% +$33.4K 0.01% 784
2024
Q4 		$261K Buy
1,224
+9
+0.7% +$1.87K 0.01% 792
2024
Q3 		$242K Buy
+1,215
New +$221K 0.02% 767
2024
Q2 		– Sell
-1,391
Closed -$262K – 794
2024
Q1 		$262K Buy
1,391
+158
+13% +$27.5K 0.02% 581
2023
Q4 		$208K Buy
+1,233
New +$196K 0.03% 540

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

Atomi Financial Group's AIZ Position: Q2 2026 in Review

Atomi Financial Group increased its Assurant (AIZ) stake by 22% in Q2 2026, buying an estimated $92.8K and bringing the position to 2,114 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #710.

Atomi Financial Group first reported a position in AIZ in Q4 2023 and has held it in 10 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Atomi Financial Group held 2,114 shares of Assurant worth $568K as of Q2 2026.
  • Atomi Financial Group bought 381 Assurant shares in Q2 2026, an estimated $92.8K.
  • Assurant made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #710 holding.
  • Atomi Financial Group first reported a position in Assurant in Q4 2023 and has held it in 10 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.