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Atria Investments’s Assurant AIZ Stock Holding History

Atria Investments’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 		$466K Buy
1,735
+759
+78% +$185K ﹤0.01% 1566
2026
Q1 		$213K Sell
976
-77
-7% -$17.6K ﹤0.01% 1953
2025
Q4 		$254K Buy
1,053
+25
+2% +$5.58K ﹤0.01% 1843
2025
Q3 		$223K Sell
1,028
-465
-31% -$94.4K ﹤0.01% 1888
2025
Q2 		$295K Buy
1,493
+225
+18% +$44.2K ﹤0.01% 1723
2025
Q1 		$266K Sell
1,268
-1,087
-46% -$227K ﹤0.01% 1687
2024
Q4 		$502K Sell
2,355
-217
-8% -$45.1K 0.01% 1326
2024
Q3 		$511K Buy
2,572
+879
+52% +$160K 0.01% 1305
2024
Q2 		$281K Buy
+1,693
New +$294K ﹤0.01% 1627
2019
Q4 		– Sell
-1,714
Closed -$216K – 1195
2019
Q3 		$216K Buy
+1,714
New +$203K 0.01% 820
2017
Q4 		– Sell
-2,476
Closed -$236K – 815
2017
Q3 		$236K Buy
2,476
+412
+20% +$41.2K 0.01% 688
2017
Q2 		$214K Buy
+2,064
New +$206K 0.01% 677

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 $3.38T AUM 44.17% 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

Atria Investments's AIZ Position: Q2 2026 in Review

Atria Investments increased its Assurant (AIZ) stake by 78% in Q2 2026, buying an estimated $185K and bringing the position to 1,735 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Atria Investments first reported a position in AIZ in Q2 2017 and has held it in 12 quarters since. The position peaked at $511K in Q3 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Atria Investments held 1,735 shares of Assurant worth $466K as of Q2 2026.
  • Atria Investments bought 759 Assurant shares in Q2 2026, an estimated $185K.
  • Assurant made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1566 holding.
  • Atria Investments first reported a position in Assurant in Q2 2017 and has held it in 12 quarters since.
  • Atria Investments's Assurant position peaked at $511K in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.