CX Institutional’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$275K Buy
1,025
+17
+2% +$4.14K 0.01% 667
2026
Q1
$219K Sell
1,008
-61
-6% -$13.9K 0.01% 693
2025
Q4
$257K Buy
1,069
+283
+36% +$63.2K 0.01% 628
2025
Q3
$170K Buy
786
+120
+18% +$24.3K 0.01% 736
2025
Q2
$132K Buy
666
+42
+7% +$8.25K ﹤0.01% 716
2025
Q1
$131K Buy
+624
New +$130K ﹤0.01% 696
2022
Q3
Sell
-163
Closed -$28K 472
2022
Q2
$28K Buy
+163
New +$29.5K ﹤0.01% 776
2021
Q4
Sell
-120
Closed -$19K 352
2021
Q3
$19K Buy
120
+4
+3% +$646 ﹤0.01% 744
2021
Q2
$18K Buy
116
+22
+23% +$3.44K ﹤0.01% 754
2021
Q1
$13K Buy
94
+28
+42% +$3.77K ﹤0.01% 732
2020
Q4
$9K Buy
66
+27
+69% +$3.49K ﹤0.01% 729
2020
Q3
$5K Buy
39
+12
+44% +$1.38K ﹤0.01% 737
2020
Q2
$3K Buy
27
+16
+145% +$1.66K ﹤0.01% 706
2020
Q1
$1K Sell
11
-4
-27% -$493 ﹤0.01% 708
2019
Q4
$2K Sell
15
-17,583
-100% -$2.26M ﹤0.01% 655
2019
Q3
$2.21M Buy
17,598
+17,583
+117,220% +$2.09M 0.36% 69
2019
Q2
$2K Buy
15
+4
+36% +$395 ﹤0.01% 736
2019
Q1
$1K Buy
+11
New +$1.06K ﹤0.01% 726

Other funds holding AIZ

CX Institutional's AIZ Position: Q2 2026 in Review

CX Institutional increased its Assurant (AIZ) stake by 1.7% in Q2 2026, buying an estimated $4.14K and bringing the position to 1,025 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #667.

CX Institutional first reported a position in AIZ in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.21M in Q3 2019. 94 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • CX Institutional held 1,025 shares of Assurant worth $275K as of Q2 2026.
  • CX Institutional bought 17 Assurant shares in Q2 2026, an estimated $4.14K.
  • Assurant made up 0.01% of CX Institutional's portfolio in Q2 2026, its #667 holding.
  • CX Institutional first reported a position in Assurant in Q1 2019 and has held it in 18 quarters since.
  • CX Institutional's Assurant position peaked at $2.21M in Q3 2019.
  • 94 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.