EWP
AIZ icon

Elevation Wealth Partners’s Assurant AIZ Stock Holding History

Elevation Wealth Partners’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 		$8.59K Buy
32
+21
+191% +$5.12K ﹤0.01% 856
2026
Q1 		$2.4K Buy
11
+10
+1,000% +$2.28K ﹤0.01% 874
2025
Q4 		$241 Buy
+1
New +$223 ﹤0.01% 936

Other funds holding AIZ

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Elevation Wealth Partners's AIZ Position: Q2 2026 in Review

Elevation Wealth Partners increased its Assurant (AIZ) stake by 191% in Q2 2026, buying an estimated $5.12K and bringing the position to 32 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Elevation Wealth Partners first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Elevation Wealth Partners held 32 shares of Assurant worth $8.59K as of Q2 2026.
  • Elevation Wealth Partners bought 21 Assurant shares in Q2 2026, an estimated $5.12K.
  • Assurant made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #856 holding.
  • Elevation Wealth Partners first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.