Darwin Wealth Management
AIZ icon

Darwin Wealth Management’s Assurant AIZ Stock Holding History

Darwin Wealth Management’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 		– Hold
0
– – – 1095
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Blue Grotto Capital
Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

Darwin Wealth Management's AIZ Position: Q3 2026 in Review

Darwin Wealth Management held its Assurant (AIZ) position steady in Q3 2026 at 0 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

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. 354 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Darwin Wealth Management held 0 shares of Assurant worth $215 as of Q3 2026.
  • Darwin Wealth Management left its Assurant share count unchanged in Q3 2026.
  • Assurant made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1095 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.
  • 354 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.