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
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

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empower Advisory Group's AIZ Position: Q1 2026 in Review

Empower Advisory Group reduced its Assurant (AIZ) stake by 56% in Q1 2026, selling an estimated $614K and leaving 2,083 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Empower Advisory Group first reported a position in AIZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Empower Advisory Group held 2,083 shares of Assurant worth $454K as of Q1 2026.
  • Empower Advisory Group sold 2,691 Assurant shares in Q1 2026, an estimated $614K.
  • Assurant made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #338 holding.
  • Empower Advisory Group first reported a position in Assurant in Q3 2025 and has held it in 3 quarters since.
  • Empower Advisory Group's Assurant position peaked at $1.15M in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.