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Csenge Advisory Group’s Assurant AIZ Stock Holding History

Csenge Advisory Group’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 		$249K Buy
+928
New +$226K 0.01% 671
2026
Q1 		– Sell
-1,137
Closed -$274K – 749
2025
Q4 		$274K Buy
1,137
+5
+0.4% +$1.12K 0.01% 596
2025
Q3 		$245K Sell
1,132
-328
-22% -$66.6K 0.01% 609
2025
Q2 		$296K Buy
1,460
+203
+16% +$39.9K 0.02% 561
2025
Q1 		$238K Sell
1,257
-1,691
-57% -$353K 0.01% 592
2024
Q4 		$629K Sell
2,948
-25
-0.8% -$5.2K 0.03% 373
2024
Q3 		$571K Buy
2,973
+420
+16% +$76.5K 0.03% 388
2024
Q2 		$424K Buy
2,553
+747
+41% +$130K 0.02% 441
2024
Q1 		$340K Buy
+1,806
New +$315K 0.02% 517
2021
Q1 		– Sell
-1,651
Closed -$225K – 491
2020
Q4 		$225K Sell
1,651
-210
-11% -$27.2K 0.03% 391
2020
Q3 		$229K Buy
+1,861
New +$214K 0.03% 357

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

Csenge Advisory Group's AIZ Position: Q2 2026 in Review

Csenge Advisory Group opened a new position in Assurant (AIZ) in Q2 2026: 928 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in AIZ as recently as Q4 2025.

Csenge Advisory Group first reported a position in AIZ in Q3 2020 and has held it in 11 quarters since. The position peaked at $629K in Q4 2024. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Csenge Advisory Group held 928 shares of Assurant worth $249K as of Q2 2026.
  • Assurant was a new Csenge Advisory Group position in Q2 2026.
  • Assurant made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #671 holding.
  • Csenge Advisory Group first reported a position in Assurant in Q3 2020 and has held it in 11 quarters since.
  • Csenge Advisory Group's Assurant position peaked at $629K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.