CA
AIZ icon

CoreCap Advisors’s Assurant AIZ Stock Holding History

CoreCap 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 		$18K Buy
67
+2
+3% +$487 ﹤0.01% 1841
2026
Q1 		$14.2K Hold
65
– – ﹤0.01% 1811
2025
Q4 		$15.7K Buy
65
+10
+18% +$2.23K ﹤0.01% 1784
2025
Q3 		$11.9K Buy
55
+1
+2% +$203 ﹤0.01% 1867
2025
Q2 		$10.7K Sell
54
-2
-4% -$393 ﹤0.01% 1848
2025
Q1 		$11.7K Buy
56
+11
+24% +$2.29K ﹤0.01% 1751
2024
Q4 		$9.6K Buy
45
+10
+29% +$2.08K ﹤0.01% 1787
2024
Q3 		$6.96K Buy
35
+16
+84% +$2.92K ﹤0.01% 1894
2024
Q2 		$3.16K Buy
19
+11
+138% +$1.91K ﹤0.01% 1237
2024
Q1 		$1.51K Buy
+8
New +$1.39K ﹤0.01% 2170
2022
Q4 		$35.5K Buy
+284
New +$37.8K ﹤0.01% 1104
2022
Q3 		– Sell
-3
Closed -$1K – 580
2022
Q2 		$1K Buy
+3
New +$543 ﹤0.01% 1937
2022
Q1 		– Sell
-4
Closed -$1K – 585
2021
Q4 		$1K Buy
+4
New +$634 ﹤0.01% 2031

Other funds holding AIZ

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return