Bank of Montreal
AIZ icon

Bank of Montreal’s Assurant AIZ Stock Holding History

Bank of Montreal’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
2025
Q3 		– Sell
-6,000
Closed -$1.18M – 3512
2025
Q2 		$1.18M Buy
+6,000
New +$1.18M ﹤0.01% 1813

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's AIZ Position: Q2 2026 in Review

Bank of Montreal increased its Assurant (AIZ) stake by 33% in Q2 2026, buying an estimated $3.48M and bringing the position to 57,891 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #1014.

Bank of Montreal first reported a position in AIZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $105M in Q1 2014. 446 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Bank of Montreal held 57,891 shares of Assurant worth $15.5M as of Q2 2026.
  • Bank of Montreal bought 14,305 Assurant shares in Q2 2026, an estimated $3.48M.
  • Assurant made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #1014 holding.
  • Bank of Montreal first reported a position in Assurant in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Assurant position peaked at $105M in Q1 2014.
  • 446 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.