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Essential Partners’s Assurant AIZ Stock Holding History

Essential 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
Q3 		$10.8K Buy
41
+37
+925% +$10.4K ﹤0.01% 1164
2026
Q2 		$1.07K Hold
4
– – ﹤0.01% 2218
2026
Q1 		$873 Buy
4
+3
+300% +$684 ﹤0.01% 2282
2025
Q4 		$243 Hold
1
– – ﹤0.01% 2390
2025
Q3 		$219 Buy
+1
New +$203 ﹤0.01% 2385

Other funds holding AIZ

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Essential Partners's AIZ Position: Q3 2026 in Review

Essential Partners increased its Assurant (AIZ) stake by 925% in Q3 2026, buying an estimated $10.4K and bringing the position to 41 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Essential Partners first reported a position in AIZ in Q3 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Essential Partners held 41 shares of Assurant worth $10.8K as of Q3 2026.
  • Essential Partners bought 37 Assurant shares in Q3 2026, an estimated $10.4K.
  • Assurant made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1164 holding.
  • Essential Partners first reported a position in Assurant in Q3 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.