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Bay Harbor Wealth Management’s Assurant AIZ Stock Holding History

Bay Harbor 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 		$4.3K Buy
16
+5
+45% +$1.22K ﹤0.01% 455
2026
Q1 		$2.4K Buy
11
+4
+57% +$912 ﹤0.01% 519
2025
Q4 		$1.69K Buy
7
+2
+40% +$447 ﹤0.01% 521
2025
Q3 		$1.08K Buy
5
+2
+67% +$406 ﹤0.01% 507
2025
Q2 		$592 Buy
3
+1
+50% +$197 ﹤0.01% 587
2025
Q1 		$419 Buy
+2
New +$417 ﹤0.01% 468

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

Bay Harbor Wealth Management's AIZ Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Assurant (AIZ) stake by 45% in Q2 2026, buying an estimated $1.22K and bringing the position to 16 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Bay Harbor Wealth Management first reported a position in AIZ in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Bay Harbor Wealth Management held 16 shares of Assurant worth $4.3K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 Assurant shares in Q2 2026, an estimated $1.22K.
  • Assurant made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Bay Harbor Wealth Management first reported a position in Assurant in Q1 2025 and has held it in 6 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.