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Bartlett & Co Wealth Management’s Assurant AIZ Stock Holding History

Bartlett & Co Wealth Management’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 		$1.34K Buy
5
+4
+400% +$974 ﹤0.01% 1197
2026
Q1 		$229 Hold
1
– – ﹤0.01% 1195
2025
Q4 		$241 Hold
1
– – ﹤0.01% 1189
2025
Q3 		$217 Hold
1
– – ﹤0.01% 1163
2025
Q2 		$197 Buy
+1
New +$197 ﹤0.01% 1200
2024
Q2 		– Sell
-2
Closed -$376 – 1134
2024
Q1 		$376 Buy
+2
New +$348 ﹤0.01% 1093

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

Bartlett & Co Wealth Management's AIZ Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Assurant (AIZ) stake by 400% in Q2 2026, buying an estimated $974 and bringing the position to 5 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Bartlett & Co Wealth Management first reported a position in AIZ in Q1 2024 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Bartlett & Co Wealth Management held 5 shares of Assurant worth $1.34K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 4 Assurant shares in Q2 2026, an estimated $974.
  • Assurant made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1197 holding.
  • Bartlett & Co Wealth Management first reported a position in Assurant in Q1 2024 and has held it in 6 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.