Beacon Pointe Advisors’s Assurant AIZ Stock Holding History

Beacon Pointe Advisors’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	–	Sell	-1,126	Closed	-$245K	–	1925
2026 Q1	$245K	Buy	+1,126	New	+$257K	﹤0.01%	1640

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Pointe Advisors's AIZ Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Assurant (AIZ) in Q2 2026, closing a stake of 1,126 shares — an estimated $245K sold.

Beacon Pointe Advisors first reported a position in AIZ in Q1 2026 and held it in 1 quarter. The position peaked at $245K in Q1 2026. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Beacon Pointe Advisors reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 1,126 Assurant shares in Q2 2026, an estimated $245K.
Beacon Pointe Advisors first reported a position in Assurant in Q1 2026 and held it in 1 quarter.
Beacon Pointe Advisors's Assurant position peaked at $245K in Q1 2026.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.