EWA
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EverSource Wealth Advisors’s Assurant AIZ Stock Holding History

EverSource Wealth Advisors’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 		$131K Buy
600
+76
+15% +$17.3K ﹤0.01% 1277
2025
Q4 		$126K Sell
524
-19
-3% -$4.24K ﹤0.01% 1194
2025
Q3 		$118K Buy
543
+18
+3% +$3.65K ﹤0.01% 1194
2025
Q2 		$104K Buy
525
+262
+100% +$51.5K ﹤0.01% 1185
2025
Q1 		$55.2K Sell
263
-101
-28% -$21.1K ﹤0.01% 1195
2024
Q4 		$77.6K Buy
364
+84
+30% +$17.5K ﹤0.01% 998
2024
Q3 		$55.7K Buy
280
+4
+1% +$729 ﹤0.01% 1023
2024
Q2 		$48.3K Sell
276
-67
-20% -$11.6K ﹤0.01% 1104
2024
Q1 		$59.8K Sell
343
-107
-24% -$18.6K ﹤0.01% 899
2023
Q4 		$75.8K Buy
450
+2
+0.4% +$318 0.01% 742
2023
Q3 		$64.3K Hold
448
– – 0.01% 726
2023
Q2 		$56.3K Buy
448
+26
+6% +$3.24K 0.01% 795
2023
Q1 		$50.7K Sell
422
-16
-4% -$2K 0.01% 791
2022
Q4 		$54.8K Sell
438
-145
-25% -$19.3K 0.01% 730
2022
Q3 		$85K Buy
583
+158
+37% +$25.8K 0.02% 473
2022
Q2 		$73K Buy
425
+3
+0.7% +$543 0.02% 477
2022
Q1 		$77K Buy
+422
New +$69.1K 0.02% 393

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

EverSource Wealth Advisors's AIZ Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Assurant (AIZ) stake by 15% in Q1 2026, buying an estimated $17.3K and bringing the position to 600 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

EverSource Wealth Advisors first reported a position in AIZ in Q1 2022 and has held it in 17 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • EverSource Wealth Advisors held 600 shares of Assurant worth $131K as of Q1 2026.
  • EverSource Wealth Advisors bought 76 Assurant shares in Q1 2026, an estimated $17.3K.
  • Assurant made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1277 holding.
  • EverSource Wealth Advisors first reported a position in Assurant in Q1 2022 and has held it in 17 quarters since.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.