EF
AIZ icon

Empirical Finance’s Assurant AIZ Stock Holding History

Empirical Finance’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 		$526K Buy
1,960
+60
+3% +$14.6K 0.02% 432
2026
Q1 		$414K Sell
1,900
-3
-0.2% -$684 0.02% 436
2025
Q4 		$458K Sell
1,903
-76
-4% -$17K 0.02% 420
2025
Q3 		$429K Buy
1,979
+20
+1% +$4.06K 0.02% 439
2025
Q2 		$387K Buy
1,959
+12
+0.6% +$2.36K 0.02% 448
2025
Q1 		$408K Buy
1,947
+106
+6% +$22.1K 0.02% 434
2024
Q4 		$393K Sell
1,841
-22
-1% -$4.58K 0.02% 435
2024
Q3 		$370K Buy
1,863
+36
+2% +$6.56K 0.02% 456
2024
Q2 		$304K Sell
1,827
-153
-8% -$26.5K 0.02% 468
2024
Q1 		$373K Buy
1,980
+64
+3% +$11.1K 0.02% 468
2023
Q4 		$323K Buy
1,916
+92
+5% +$14.6K 0.02% 475
2023
Q3 		$262K Buy
1,824
+165
+10% +$22.6K 0.02% 489
2023
Q2 		$209K Buy
+1,659
New +$207K 0.02% 501
2022
Q4 		– Sell
-1,402
Closed -$204K – 494
2022
Q3 		$204K Buy
1,402
+219
+19% +$35.8K 0.02% 475
2022
Q2 		$204K Buy
1,183
+61
+5% +$11K 0.03% 464
2022
Q1 		$204K Buy
+1,122
New +$184K 0.02% 475
2017
Q1 		– Sell
-32
Closed -$3K – 107
2016
Q4 		$3K Buy
+32
New +$2.8K ﹤0.01% 610

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 $3.37T AUM 44.26% 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

Empirical Finance's AIZ Position: Q2 2026 in Review

Empirical Finance increased its Assurant (AIZ) stake by 3.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,960 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #432.

Empirical Finance first reported a position in AIZ in Q4 2016 and has held it in 17 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Empirical Finance held 1,960 shares of Assurant worth $526K as of Q2 2026.
  • Empirical Finance bought 60 Assurant shares in Q2 2026, an estimated $14.6K.
  • Assurant made up 0.02% of Empirical Finance's portfolio in Q2 2026, its #432 holding.
  • Empirical Finance first reported a position in Assurant in Q4 2016 and has held it in 17 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.