Darwin Wealth Management’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
Hold
0
628
2020
Q2
Sell
-121
Closed -$12K 178
2020
Q1
$12K Buy
+121
New +$14.9K ﹤0.01% 435

Other funds holding AIZ

Darwin Wealth Management's AIZ Position: Q2 2026 in Review

Darwin Wealth Management held its Assurant (AIZ) position steady in Q2 2026 at 0 shares worth $218. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Darwin Wealth Management first reported a position in AIZ in Q1 2020 and has held it in 1 quarter since. The position peaked at $12K in Q1 2020. 113 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Darwin Wealth Management held 0 shares of Assurant worth $218 as of Q2 2026.
  • Darwin Wealth Management left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #628 holding.
  • Darwin Wealth Management first reported a position in Assurant in Q1 2020 and has held it in 1 quarter since.
  • Darwin Wealth Management's Assurant position peaked at $12K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.