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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
Q2 		$590K Buy
2,199
+182
+9% +$44.3K 0.01% 700
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
+180
+529% +$28.6K ﹤0.01% 820
2023
Q3 		$4.88K Buy
+34
New +$4.66K ﹤0.01% 1088
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

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

Clearstead Advisors's AIZ Position: Q2 2026 in Review

Clearstead Advisors increased its Assurant (AIZ) stake by 9% in Q2 2026, buying an estimated $44.3K and bringing the position to 2,199 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #700.

Clearstead Advisors first reported a position in AIZ in Q2 2021 and has held it in 14 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Clearstead Advisors held 2,199 shares of Assurant worth $590K as of Q2 2026.
  • Clearstead Advisors bought 182 Assurant shares in Q2 2026, an estimated $44.3K.
  • Assurant made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #700 holding.
  • Clearstead Advisors first reported a position in Assurant in Q2 2021 and has held it in 14 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.