Empower Advisory Group
AIZ icon

Empower Advisory Group’s Assurant AIZ Stock Holding History

Empower Advisory Group’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 		– Sell
-2,083
Closed -$454K – 533
2026
Q1 		$454K Sell
2,083
-2,691
-56% -$614K ﹤0.01% 338
2025
Q4 		$1.15M Buy
4,774
+2,354
+97% +$526K ﹤0.01% 238
2025
Q3 		$524K Buy
+2,420
New +$491K ﹤0.01% 336

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

Empower Advisory Group's AIZ Position: Q2 2026 in Review

Empower Advisory Group sold out of Assurant (AIZ) in Q2 2026, closing a stake of 2,083 shares — an estimated $454K sold.

Empower Advisory Group first reported a position in AIZ in Q3 2025 and held it in 3 quarters. The position peaked at $1.15M in Q4 2025. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Empower Advisory Group reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Empower Advisory Group sold 2,083 Assurant shares in Q2 2026, an estimated $454K.
  • Empower Advisory Group first reported a position in Assurant in Q3 2025 and held it in 3 quarters.
  • Empower Advisory Group's Assurant position peaked at $1.15M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.