FFA
AIZ icon

Farther Finance Advisors’s Assurant AIZ Stock Holding History

Farther Finance 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
Q2 		$412K Buy
1,534
+185
+14% +$45.1K ﹤0.01% 1699
2026
Q1 		$292K Sell
1,349
-128
-9% -$29.2K ﹤0.01% 1751
2025
Q4 		$356K Sell
1,477
-85
-5% -$19K ﹤0.01% 1542
2025
Q3 		$338K Buy
1,562
+1,163
+291% +$236K 0.01% 1312
2025
Q2 		$78.9K Sell
399
-302
-43% -$59.3K ﹤0.01% 1879
2025
Q1 		$148K Buy
701
+22
+3% +$4.59K ﹤0.01% 1349
2024
Q4 		$145K Buy
679
+356
+110% +$74.1K 0.01% 1147
2024
Q3 		$64.3K Buy
323
+33
+11% +$6.01K ﹤0.01% 1520
2024
Q2 		$48.4K Buy
290
+190
+190% +$33K ﹤0.01% 1429
2024
Q1 		$18.7K Buy
100
+10
+11% +$1.74K ﹤0.01% 1516
2023
Q4 		$15.2K Buy
90
+51
+131% +$8.11K ﹤0.01% 1428
2023
Q3 		$5.6K Sell
39
-1
-3% -$137 ﹤0.01% 1489
2023
Q2 		$5.03K Sell
40
-11
-22% -$1.37K ﹤0.01% 1432
2023
Q1 		$6.12K Sell
51
-1
-2% -$125 ﹤0.01% 1266
2022
Q4 		$6.5K Buy
+52
New +$6.93K ﹤0.01% 1084

Other funds holding AIZ

OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Farther Finance Advisors's AIZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Assurant (AIZ) stake by 14% in Q2 2026, buying an estimated $45.1K and bringing the position to 1,534 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Farther Finance Advisors first reported a position in AIZ in Q4 2022 and has held it in 15 quarters since. 63 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Farther Finance Advisors held 1,534 shares of Assurant worth $412K as of Q2 2026.
  • Farther Finance Advisors bought 185 Assurant shares in Q2 2026, an estimated $45.1K.
  • Assurant made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1699 holding.
  • Farther Finance Advisors first reported a position in Assurant in Q4 2022 and has held it in 15 quarters since.
  • 63 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.