Burk Holdings’s Assurant AIZ Stock Holding History

Burk Holdings’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	$3.76K	Hold	14	–	–	﹤0.01%	404
2026 Q1	$3.05K	Buy	+14	New	+$3.19K	﹤0.01%	444

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 $3.37T AUM 44.26% 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

Burk Holdings's AIZ Position: Q2 2026 in Review

Burk Holdings held its Assurant (AIZ) position steady in Q2 2026 at 14 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Burk Holdings first reported a position in AIZ in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Burk Holdings held 14 shares of Assurant worth $3.76K as of Q2 2026.
Burk Holdings left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #404 holding.
Burk Holdings first reported a position in Assurant in Q1 2026 and has held it in 2 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.