Cerity Partners
AIZ icon

Cerity Partners’s Assurant AIZ Stock Holding History

Cerity Partners’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 		$7.97M Sell
29,675
-3,686
-11% -$898K 0.01% 872
2026
Q1 		$7.27M Sell
33,361
-584
-2% -$133K 0.01% 850
2025
Q4 		$8.18M Buy
33,945
+13,576
+67% +$3.03M 0.01% 730
2025
Q3 		$4.41M Buy
20,369
+4,806
+31% +$975K 0.01% 912
2025
Q2 		$3.07M Sell
15,563
-3,855
-20% -$758K 0.01% 1027
2025
Q1 		$4.07M Buy
19,418
+10,592
+120% +$2.21M 0.01% 808
2024
Q4 		$1.85M Buy
8,826
+721
+9% +$150K ﹤0.01% 1140
2024
Q3 		$1.61M Buy
8,105
+2,963
+58% +$540K ﹤0.01% 1188
2024
Q2 		$855K Sell
5,142
-154
-3% -$26.7K ﹤0.01% 1298
2024
Q1 		$997K Buy
5,296
+3,049
+136% +$531K ﹤0.01% 1280
2023
Q4 		$379K Buy
2,247
+314
+16% +$49.9K ﹤0.01% 1402
2023
Q3 		$278K Buy
+1,933
New +$265K ﹤0.01% 1175
2023
Q2 		– Sell
-1,821
Closed -$843K – 1640
2023
Q1 		$843K Buy
+1,821
New +$228K ﹤0.01% 1056
2022
Q4 		– Sell
-3,878
Closed -$563K – 1486
2022
Q3 		$563K Buy
3,878
+91
+2% +$14.9K 0.01% 668
2022
Q2 		$654K Buy
3,787
+873
+30% +$158K 0.01% 661
2022
Q1 		$531K Buy
+2,914
New +$477K 0.01% 578

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

Cerity Partners's AIZ Position: Q2 2026 in Review

Cerity Partners reduced its Assurant (AIZ) stake by 11% in Q2 2026, selling an estimated $898K and leaving 29,675 shares worth $7.97M. The position accounts for 0.01% of the portfolio, ranked #872.

Cerity Partners first reported a position in AIZ in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.18M in Q4 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Cerity Partners held 29,675 shares of Assurant worth $7.97M as of Q2 2026.
  • Cerity Partners sold 3,686 Assurant shares in Q2 2026, an estimated $898K.
  • Assurant made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #872 holding.
  • Cerity Partners first reported a position in Assurant in Q1 2022 and has held it in 16 quarters since.
  • Cerity Partners's Assurant position peaked at $8.18M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.