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Cascade Investment Advisors’s Assurant AIZ Stock Holding History

Cascade Investment Advisors’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 		$2.15M Sell
7,994
-55
-0.7% -$13.4K 1.17% 24
2026
Q1 		$1.75M Buy
8,049
+65
+0.8% +$14.8K 1.04% 37
2025
Q4 		$1.92M Buy
7,984
+172
+2% +$38.4K 1.13% 29
2025
Q3 		$1.69M Buy
7,812
+150
+2% +$30.4K 1.03% 36
2025
Q2 		$1.51M Buy
7,662
+183
+2% +$36K 0.97% 42
2025
Q1 		$1.57M Buy
7,479
+10
+0.1% +$2.09K 1.06% 39
2024
Q4 		$1.59M Buy
7,469
+50
+0.7% +$10.4K 1.02% 39
2024
Q3 		$1.48M Buy
+7,419
New +$1.35M 0.94% 50

Other funds holding AIZ

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cascade Investment Advisors's AIZ Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Assurant (AIZ) stake by 0.68% in Q2 2026, selling an estimated $13.4K and leaving 7,994 shares worth $2.15M. The position accounts for 1.17% of the portfolio, ranked #24.

Cascade Investment Advisors first reported a position in AIZ in Q3 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Cascade Investment Advisors held 7,994 shares of Assurant worth $2.15M as of Q2 2026.
  • Cascade Investment Advisors sold 55 Assurant shares in Q2 2026, an estimated $13.4K.
  • Assurant made up 1.17% of Cascade Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Cascade Investment Advisors first reported a position in Assurant in Q3 2024 and has held it in 8 quarters since.
  • 118 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.