Baird Financial Group
AIZ icon

Baird Financial Group’s Assurant AIZ Stock Holding History

Baird 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 		$1.22M Sell
4,542
-1,683
-27% -$410K ﹤0.01% 1262
2026
Q1 		$1.36M Sell
6,225
-297
-5% -$67.7K ﹤0.01% 1168
2025
Q4 		$1.57M Sell
6,522
-73
-1% -$16.3K ﹤0.01% 1115
2025
Q3 		$1.43M Sell
6,595
-169
-2% -$34.3K ﹤0.01% 1150
2025
Q2 		$1.34M Sell
6,764
-39
-0.6% -$7.66K ﹤0.01% 1131
2025
Q1 		$1.43M Sell
6,803
-181
-3% -$37.8K ﹤0.01% 1073
2024
Q4 		$1.49M Buy
6,984
+94
+1% +$19.6K ﹤0.01% 1059
2024
Q3 		$1.37M Sell
6,890
-48
-0.7% -$8.75K ﹤0.01% 1078
2024
Q2 		$1.15M Sell
6,938
-365
-5% -$63.3K ﹤0.01% 1119
2024
Q1 		$1.37M Sell
7,303
-100
-1% -$17.4K ﹤0.01% 1062
2023
Q4 		$1.25M Sell
7,403
-261
-3% -$41.5K ﹤0.01% 1063
2023
Q3 		$1.1M Buy
7,664
+194
+3% +$26.6K ﹤0.01% 1083
2023
Q2 		$939K Buy
7,470
+187
+3% +$23.3K ﹤0.01% 1132
2023
Q1 		$874K Buy
7,283
+392
+6% +$49K ﹤0.01% 1135
2022
Q4 		$862K Sell
6,891
-612
-8% -$81.5K ﹤0.01% 1107
2022
Q3 		$1.09M Sell
7,503
-1,852
-20% -$302K ﹤0.01% 1022
2022
Q2 		$1.62M Buy
9,355
+27
+0.3% +$4.89K ﹤0.01% 924
2022
Q1 		$1.7M Sell
9,328
-41
-0.4% -$6.71K ﹤0.01% 966
2021
Q4 		$1.46M Buy
9,369
+20
+0.2% +$3.17K ﹤0.01% 1060
2021
Q3 		$1.48M Buy
9,349
+1,710
+22% +$276K ﹤0.01% 1051
2021
Q2 		$1.19M Buy
7,639
+119
+2% +$18.6K ﹤0.01% 1119
2021
Q1 		$1.07M Sell
7,520
-117
-2% -$15.8K ﹤0.01% 1105
2020
Q4 		$1.04M Sell
7,637
-3
-0% -$388 ﹤0.01% 986
2020
Q3 		$927K Buy
+7,640
New +$877K ﹤0.01% 961

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

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

Baird Financial Group reduced its Assurant (AIZ) stake by 27% in Q2 2026, selling an estimated $410K and leaving 4,542 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Baird Financial Group first reported a position in AIZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.7M in Q1 2022. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Baird Financial Group held 4,542 shares of Assurant worth $1.22M as of Q2 2026.
  • Baird Financial Group sold 1,683 Assurant shares in Q2 2026, an estimated $410K.
  • Assurant made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1262 holding.
  • Baird Financial Group first reported a position in Assurant in Q3 2020 and has held it in 24 quarters since.
  • Baird Financial Group's Assurant position peaked at $1.7M in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.