FFO
AIZ icon

Fortitude Family Office’s Assurant AIZ Stock Holding History

Fortitude Family Office’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 		$18K Buy
67
+6
+10% +$1.46K ﹤0.01% 557
2026
Q1 		$13.3K Buy
61
+13
+27% +$2.96K ﹤0.01% 555
2025
Q4 		$11.6K Sell
48
-1
-2% -$223 ﹤0.01% 532
2025
Q3 		$10.6K Sell
49
-4
-8% -$812 ﹤0.01% 553
2025
Q2 		$10.5K Buy
53
+13
+33% +$2.56K ﹤0.01% 535
2025
Q1 		$8.39K Hold
40
– – ﹤0.01% 588
2024
Q4 		$8.53K Hold
40
– – ﹤0.01% 677
2024
Q3 		$7.95K Hold
40
– – ﹤0.01% 629
2024
Q2 		$6.65K Hold
40
– – ﹤0.01% 504
2024
Q1 		$7.53K Hold
40
– – 0.01% 465
2023
Q4 		$6.74K Buy
+40
New +$6.36K 0.01% 510

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

Fortitude Family Office's AIZ Position: Q2 2026 in Review

Fortitude Family Office increased its Assurant (AIZ) stake by 9.8% in Q2 2026, buying an estimated $1.46K and bringing the position to 67 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Fortitude Family Office first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Fortitude Family Office held 67 shares of Assurant worth $18K as of Q2 2026.
  • Fortitude Family Office bought 6 Assurant shares in Q2 2026, an estimated $1.46K.
  • Assurant made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #557 holding.
  • Fortitude Family Office first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.