DiNuzzo Private Wealth’s Assurant AIZ Stock Holding History

DiNuzzo Private Wealth’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	$3.49K	Hold	13	–	–	﹤0.01%	497
2026 Q1	$2.83K	Hold	13	–	–	﹤0.01%	530
2025 Q4	$3.13K	Hold	13	–	–	﹤0.01%	493
2025 Q3	$2.8K	Hold	13	–	–	﹤0.01%	529
2025 Q2	$2.57K	Hold	13	–	–	﹤0.01%	539
2025 Q1	$2.73K	Hold	13	–	–	﹤0.01%	498
2024 Q4	$2.77K	Hold	13	–	–	﹤0.01%	489
2024 Q3	$2.59K	Hold	13	–	–	﹤0.01%	524
2024 Q2	$2.16K	Buy	13 +2	+18%	+$347	﹤0.01%	494
2024 Q1	$2.07K	Sell	11 -1	-8%	-$174	﹤0.01%	459
2023 Q4	$2.02K	Buy	+12	New	+$1.91K	﹤0.01%	432

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DiNuzzo Private Wealth's AIZ Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Assurant (AIZ) position steady in Q2 2026 at 13 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

DiNuzzo Private Wealth first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

DiNuzzo Private Wealth held 13 shares of Assurant worth $3.49K as of Q2 2026.
DiNuzzo Private Wealth left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #497 holding.
DiNuzzo Private Wealth first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.