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Clearstead Trust’s Assurant AIZ Stock Holding History

Clearstead Trust’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 		$4.03K Buy
15
+14
+1,400% +$3.41K ﹤0.01% 810
2026
Q1 		$218 Sell
1
-13
-93% -$2.96K ﹤0.01% 980
2025
Q4 		$3.37K Buy
14
+11
+367% +$2.46K ﹤0.01% 837
2025
Q3 		$650 Sell
3
-48
-94% -$9.74K ﹤0.01% 1326
2025
Q2 		$10.1K Sell
51
-11
-18% -$2.16K ﹤0.01% 590
2025
Q1 		$13K Buy
+62
New +$12.9K ﹤0.01% 420

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 Trust's AIZ Position: Q2 2026 in Review

Clearstead Trust increased its Assurant (AIZ) stake by 1,400% in Q2 2026, buying an estimated $3.41K and bringing the position to 15 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Clearstead Trust first reported a position in AIZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $13K in Q1 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Clearstead Trust held 15 shares of Assurant worth $4.03K as of Q2 2026.
  • Clearstead Trust bought 14 Assurant shares in Q2 2026, an estimated $3.41K.
  • Assurant made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #810 holding.
  • Clearstead Trust first reported a position in Assurant in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Assurant position peaked at $13K in Q1 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

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