CV Advisors
AIZ icon

CV Advisors’s Assurant AIZ Stock Holding History

CV 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
Q3 		$1.34M Hold
5,100
– – 0.23% 44
2026
Q2 		$1.37M Buy
+5,100
New +$1.24M 0.25% 48

Other funds holding AIZ

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CV Advisors's AIZ Position: Q3 2026 in Review

CV Advisors held its Assurant (AIZ) position steady in Q3 2026 at 5,100 shares worth $1.34M. The position accounts for 0.23% of the portfolio, ranked #44.

CV Advisors first reported a position in AIZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.37M in Q2 2026. 151 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • CV Advisors held 5,100 shares of Assurant worth $1.34M as of Q3 2026.
  • CV Advisors left its Assurant share count unchanged in Q3 2026.
  • Assurant made up 0.23% of CV Advisors's portfolio in Q3 2026, its #44 holding.
  • CV Advisors first reported a position in Assurant in Q2 2026 and has held it in 2 quarters since.
  • CV Advisors's Assurant position peaked at $1.37M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.