EI
AIZ icon

EFG International’s Assurant AIZ Stock Holding History

EFG International’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 		$119K Buy
442
+355
+408% +$86.5K ﹤0.01% 672
2026
Q1 		$18.9K Sell
87
-578
-87% -$132K ﹤0.01% 844
2025
Q4 		$160K Buy
+665
New +$149K ﹤0.01% 583

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EFG International's AIZ Position: Q2 2026 in Review

EFG International increased its Assurant (AIZ) stake by 408% in Q2 2026, buying an estimated $86.5K and bringing the position to 442 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

EFG International first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $160K in Q4 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • EFG International held 442 shares of Assurant worth $119K as of Q2 2026.
  • EFG International bought 355 Assurant shares in Q2 2026, an estimated $86.5K.
  • Assurant made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #672 holding.
  • EFG International first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Assurant position peaked at $160K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.