CFO
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Callan Family Office’s Assurant AIZ Stock Holding History

Callan Family Office’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 		$320K Buy
1,193
+36
+3% +$8.77K 0.01% 976
2026
Q1 		$252K Sell
1,157
-23
-2% -$5.24K 0.01% 987
2025
Q4 		$284K Buy
1,180
+242
+26% +$54.1K 0.01% 943
2025
Q3 		$203K Buy
+938
New +$190K 0.01% 823

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

Callan Family Office's AIZ Position: Q2 2026 in Review

Callan Family Office increased its Assurant (AIZ) stake by 3.1% in Q2 2026, buying an estimated $8.77K and bringing the position to 1,193 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #976.

Callan Family Office first reported a position in AIZ in Q3 2025 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Callan Family Office held 1,193 shares of Assurant worth $320K as of Q2 2026.
  • Callan Family Office bought 36 Assurant shares in Q2 2026, an estimated $8.77K.
  • Assurant made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #976 holding.
  • Callan Family Office first reported a position in Assurant in Q3 2025 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.