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Bogart Wealth LLC’s Assurant AIZ Stock Holding History

Bogart Wealth LLC’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 		$1.88K Buy
7
+6
+600% +$1.46K ﹤0.01% 1476
2026
Q1 		$218 Buy
+1
New +$228 ﹤0.01% 1694
2025
Q1 		– Sell
-2
Closed -$426 – 1409
2024
Q4 		$426 Buy
+2
New +$416 ﹤0.01% 1283

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AIZ Position: Q2 2026 in Review

Bogart Wealth LLC increased its Assurant (AIZ) stake by 600% in Q2 2026, buying an estimated $1.46K and bringing the position to 7 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Bogart Wealth LLC first reported a position in AIZ in Q4 2024 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Bogart Wealth LLC held 7 shares of Assurant worth $1.88K as of Q2 2026.
  • Bogart Wealth LLC bought 6 Assurant shares in Q2 2026, an estimated $1.46K.
  • Assurant made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1476 holding.
  • Bogart Wealth LLC first reported a position in Assurant in Q4 2024 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.