Bell Investment Advisors’s Assurant AIZ Stock Holding History

Bell Investment 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	$6.18K	Buy	23 +6	+35%	+$1.46K	﹤0.01%	895
2026 Q1	$3.7K	Hold	17	–	–	﹤0.01%	1097
2025 Q4	$4.09K	Hold	17	–	–	﹤0.01%	1055
2025 Q3	$3.68K	Hold	17	–	–	﹤0.01%	1067
2025 Q2	$3.36K	Hold	17	–	–	﹤0.01%	1154
2025 Q1	$3.57K	Hold	17	–	–	﹤0.01%	1068
2024 Q4	$3.63K	Hold	17	–	–	﹤0.01%	1085
2024 Q3	$3.38K	Sell	17 -4	-19%	-$729	﹤0.01%	1124
2024 Q2	$3.49K	Hold	21	–	–	﹤0.01%	1102
2024 Q1	$3.95K	Hold	21	–	–	﹤0.01%	1045
2023 Q4	$3.54K	Hold	21	–	–	﹤0.01%	1067
2023 Q3	$3.02K	Sell	21 -8	-28%	-$1.1K	﹤0.01%	1076
2023 Q2	$3.65K	Hold	29	–	–	﹤0.01%	990
2023 Q1	$3.48K	Buy	29 +11	+61%	+$1.38K	﹤0.01%	969
2022 Q4	$2.25K	Buy	18 +5	+38%	+$666	﹤0.01%	1224
2022 Q3	$2K	Sell	13 -3	-19%	-$490	﹤0.01%	1024
2022 Q2	$3K	Buy	+16	New	+$2.9K	﹤0.01%	892
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	1081
2021 Q3	$2K	Buy	+10	New	+$1.61K	﹤0.01%	1012

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

Bell Investment Advisors's AIZ Position: Q2 2026 in Review

Bell Investment Advisors increased its Assurant (AIZ) stake by 35% in Q2 2026, buying an estimated $1.46K and bringing the position to 23 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Bell Investment Advisors first reported a position in AIZ in Q3 2021 and has held it in 19 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Bell Investment Advisors held 23 shares of Assurant worth $6.18K as of Q2 2026.
Bell Investment Advisors bought 6 Assurant shares in Q2 2026, an estimated $1.46K.
Assurant made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #895 holding.
Bell Investment Advisors first reported a position in Assurant in Q3 2021 and has held it in 19 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.