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Clearstead Advisors’s Assurant AIZ Stock Holding History

Clearstead 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
Q1 		$439K Sell
2,017
-109
-5% -$24.9K ﹤0.01% 743
2025
Q4 		$512K Buy
2,126
+105
+5% +$23.5K 0.01% 649
2025
Q3 		$438K Buy
2,021
+243
+14% +$49.3K 0.01% 675
2025
Q2 		$351K Buy
1,778
+23
+1% +$4.52K ﹤0.01% 711
2025
Q1 		$368K Sell
1,755
-613
-26% -$128K 0.01% 655
2024
Q4 		$505K Sell
2,368
-89
-4% -$18.5K 0.01% 574
2024
Q3 		$489K Hold
2,457
– – 0.01% 579
2024
Q2 		$408K Buy
2,457
+2,243
+1,048% +$389K 0.01% 582
2024
Q1 		$37.7K Hold
214
– – ﹤0.01% 833
2023
Q4 		$36.1K Buy
214
+146
+215% +$23.2K ﹤0.01% 820
2023
Q3 		$9.76K Buy
+68
New +$9.32K ﹤0.01% 1123
2023
Q2 		– Sell
-4
Closed -$481 – 1376
2023
Q1 		$481 Buy
+4
New +$500 ﹤0.01% 1305
2021
Q3 		– Sell
-9
Closed -$1K – 1282
2021
Q2 		$1K Buy
+9
New +$1.41K ﹤0.01% 1117

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearstead Advisors's AIZ Position: Q1 2026 in Review

Clearstead Advisors reduced its Assurant (AIZ) stake by 5.1% in Q1 2026, selling an estimated $24.9K and leaving 2,017 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Clearstead Advisors first reported a position in AIZ in Q2 2021 and has held it in 13 quarters since. The position peaked at $512K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Clearstead Advisors held 2,017 shares of Assurant worth $439K as of Q1 2026.
  • Clearstead Advisors sold 109 Assurant shares in Q1 2026, an estimated $24.9K.
  • Assurant made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #743 holding.
  • Clearstead Advisors first reported a position in Assurant in Q2 2021 and has held it in 13 quarters since.
  • Clearstead Advisors's Assurant position peaked at $512K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.