Capital Research Global Investors
AIZ icon

Capital Research Global Investors’s Assurant AIZ Stock Holding History

Capital Research Global Investors’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 		$2.56M Buy
9,539
+1,569
+20% +$382K ﹤0.01% 413
2026
Q1 		$1.74M Buy
7,970
+4,559
+134% +$1.04M ﹤0.01% 446
2025
Q4 		$822K Buy
3,411
+260
+8% +$58.1K ﹤0.01% 431
2025
Q3 		$683K Buy
3,151
+924
+41% +$187K ﹤0.01% 430
2025
Q2 		$440K Buy
2,227
+1,186
+114% +$233K ﹤0.01% 428
2025
Q1 		$218K Hold
1,041
– – ﹤0.01% 456
2024
Q4 		$222K Hold
1,041
– – ﹤0.01% 438
2024
Q3 		$207K Buy
+1,041
New +$190K ﹤0.01% 414

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors's AIZ Position: Q2 2026 in Review

Capital Research Global Investors increased its Assurant (AIZ) stake by 20% in Q2 2026, buying an estimated $382K and bringing the position to 9,539 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Capital Research Global Investors first reported a position in AIZ in Q3 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Capital Research Global Investors held 9,539 shares of Assurant worth $2.56M as of Q2 2026.
  • Capital Research Global Investors bought 1,569 Assurant shares in Q2 2026, an estimated $382K.
  • Assurant made up ﹤0.01% of Capital Research Global Investors's portfolio in Q2 2026, its #413 holding.
  • Capital Research Global Investors first reported a position in Assurant in Q3 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.