Creative Planning’s Assurant AIZ Stock Holding History

Creative Planning’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
2025 Q3	–	Sell	-4,900	Closed	-$46.4K	–	3911
2025 Q2	$46.4K	Buy	+4,900	New	+$963K	﹤0.01%	3527

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's AIZ Position: Q2 2026 in Review

Creative Planning increased its Assurant (AIZ) stake by 35% in Q2 2026, buying an estimated $1.5M and bringing the position to 23,551 shares worth $6.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Creative Planning first reported a position in AIZ in Q2 2013 and has held it in 32 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Creative Planning held 23,551 shares of Assurant worth $6.32M as of Q2 2026.
Creative Planning bought 6,142 Assurant shares in Q2 2026, an estimated $1.5M.
Assurant made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1222 holding.
Creative Planning first reported a position in Assurant in Q2 2013 and has held it in 32 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.