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Empowered Funds’s Assurant AIZ Stock Holding History

Empowered Funds’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 		$227K Buy
+845
New +$206K ﹤0.01% 1966
2026
Q1 		– Sell
-4,106
Closed -$989K – 2107
2025
Q4 		$989K Buy
4,106
+798
+24% +$178K 0.02% 646
2025
Q3 		$717K Buy
+3,308
New +$671K 0.01% 1274
2023
Q2 		– Sell
-6,192
Closed -$743K – 1121
2023
Q1 		$743K Buy
+6,192
New +$775K 0.04% 347

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

Empowered Funds's AIZ Position: Q2 2026 in Review

Empowered Funds opened a new position in Assurant (AIZ) in Q2 2026: 845 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1966 among its holdings. This is a return to the name: Empowered Funds previously reported a position in AIZ as recently as Q4 2025.

Empowered Funds first reported a position in AIZ in Q1 2023 and has held it in 4 quarters since. The position peaked at $989K in Q4 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Empowered Funds held 845 shares of Assurant worth $227K as of Q2 2026.
  • Assurant was a new Empowered Funds position in Q2 2026.
  • Assurant made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1966 holding.
  • Empowered Funds first reported a position in Assurant in Q1 2023 and has held it in 4 quarters since.
  • Empowered Funds's Assurant position peaked at $989K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.