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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Essential Partners's AIZ Position: Q2 2026 in Review

Essential Partners held its Assurant (AIZ) position steady in Q2 2026 at 4 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Essential Partners first reported a position in AIZ in Q3 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Essential Partners held 4 shares of Assurant worth $1.07K as of Q2 2026.
Essential Partners left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2218 holding.
Essential Partners first reported a position in Assurant in Q3 2025 and has held it in 4 quarters since.
611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.