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Chicago Partners Investment Group’s Assurant AIZ Stock Holding History

Chicago Partners Investment Group’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 		$285K Buy
1,040
+96
+10% +$23.4K 0.01% 1269
2026
Q1 		$216K Buy
+944
New +$215K ﹤0.01% 1304
2015
Q1 		– Sell
-80
Closed -$5K – 482
2014
Q4 		$5K Buy
+80
New +$5.33K ﹤0.01% 444

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

Chicago Partners Investment Group's AIZ Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Assurant (AIZ) stake by 10% in Q2 2026, buying an estimated $23.4K and bringing the position to 1,040 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1269.

Chicago Partners Investment Group first reported a position in AIZ in Q4 2014 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Chicago Partners Investment Group held 1,040 shares of Assurant worth $285K as of Q2 2026.
  • Chicago Partners Investment Group bought 96 Assurant shares in Q2 2026, an estimated $23.4K.
  • Assurant made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1269 holding.
  • Chicago Partners Investment Group first reported a position in Assurant in Q4 2014 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.