Cetera Investment Advisers
AIZ icon

Cetera Investment Advisers’s Assurant AIZ Stock Holding History

Cetera Investment Advisers’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 		$5.6M Buy
20,869
+7,430
+55% +$1.81M 0.01% 1531
2026
Q1 		$2.93M Sell
13,439
-5,405
-29% -$1.23M ﹤0.01% 1931
2025
Q4 		$4.54M Buy
18,844
+421
+2% +$94K 0.01% 1522
2025
Q3 		$3.99M Buy
18,423
+176
+1% +$35.7K ﹤0.01% 1602
2025
Q2 		$3.6M Sell
18,247
-3,876
-18% -$762K 0.01% 1413
2025
Q1 		$4.64M Buy
22,123
+3,540
+19% +$739K 0.01% 1162
2024
Q4 		$3.96M Buy
18,583
+1,514
+9% +$315K 0.01% 1176
2024
Q3 		$3.39M Buy
17,069
+2,727
+19% +$497K 0.01% 1238
2024
Q2 		$2.38M Buy
14,342
+1,369
+11% +$238K 0.01% 1438
2024
Q1 		$2.44M Buy
12,973
+10,587
+444% +$1.84M 0.01% 1418
2023
Q4 		$402K Buy
+2,386
New +$379K ﹤0.01% 1610

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's AIZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Assurant (AIZ) stake by 55% in Q2 2026, buying an estimated $1.81M and bringing the position to 20,869 shares worth $5.6M. The position accounts for 0.01% of the portfolio, ranked #1531.

Cetera Investment Advisers first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Cetera Investment Advisers held 20,869 shares of Assurant worth $5.6M as of Q2 2026.
  • Cetera Investment Advisers bought 7,430 Assurant shares in Q2 2026, an estimated $1.81M.
  • Assurant made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1531 holding.
  • Cetera Investment Advisers first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.