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Calamos Wealth Management’s Assurant AIZ Stock Holding History

Calamos 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 		$301K Buy
1,121
+47
+4% +$11.4K 0.01% 378
2026
Q1 		$234K Buy
1,074
+22
+2% +$5.02K 0.01% 489
2025
Q4 		$253K Sell
1,052
-8
-0.8% -$1.79K 0.01% 393
2025
Q3 		$230K Sell
1,060
-157
-13% -$31.9K 0.01% 384
2025
Q2 		$240K Sell
1,217
-10
-0.8% -$1.97K 0.01% 307
2025
Q1 		$257K Sell
1,227
-47
-4% -$9.81K 0.01% 273
2024
Q4 		$272K Hold
1,274
– – 0.01% 268
2024
Q3 		$253K Sell
1,274
-22
-2% -$4.01K 0.01% 277
2024
Q2 		$215K Sell
1,296
-292
-18% -$50.7K 0.01% 277
2024
Q1 		$299K Sell
1,588
-5
-0.3% -$871 0.02% 253
2023
Q4 		$268K Sell
1,593
-49
-3% -$7.79K 0.02% 257
2023
Q3 		$236K Sell
1,642
-80
-5% -$11K 0.02% 289
2023
Q2 		$216K Sell
1,722
-14
-0.8% -$1.74K 0.02% 290
2023
Q1 		$208K Sell
1,736
-6
-0.3% -$751 0.02% 292
2022
Q4 		$218K Sell
1,742
-90
-5% -$12K 0.02% 294
2022
Q3 		$266K Sell
1,832
-159
-8% -$26K 0.02% 265
2022
Q2 		$344K Hold
1,991
– – 0.03% 241
2022
Q1 		$362K Sell
1,991
-132
-6% -$21.6K 0.03% 266
2021
Q4 		$331K Sell
2,123
-1,444
-40% -$229K 0.02% 274
2021
Q3 		$563K Sell
3,567
-38
-1% -$6.13K 0.05% 211
2021
Q2 		$563K Sell
3,605
-17
-0.5% -$2.65K 0.04% 218
2021
Q1 		$513K Buy
+3,622
New +$488K 0.04% 216

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Calamos Wealth Management's AIZ Position: Q2 2026 in Review

Calamos Wealth Management increased its Assurant (AIZ) stake by 4.4% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,121 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #378.

Calamos Wealth Management first reported a position in AIZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $563K in Q3 2021. 285 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Calamos Wealth Management held 1,121 shares of Assurant worth $301K as of Q2 2026.
  • Calamos Wealth Management bought 47 Assurant shares in Q2 2026, an estimated $11.4K.
  • Assurant made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Calamos Wealth Management first reported a position in Assurant in Q1 2021 and has held it in 22 quarters since.
  • Calamos Wealth Management's Assurant position peaked at $563K in Q3 2021.
  • 285 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.