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
Q3 		$19.5K Buy
74
+7
+10% +$1.96K ﹤0.01% 858
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

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
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fortitude Family Office's AIZ Position: Q3 2026 in Review

Fortitude Family Office increased its Assurant (AIZ) stake by 10% in Q3 2026, buying an estimated $1.96K and bringing the position to 74 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Fortitude Family Office first reported a position in AIZ in Q4 2023 and has held it in 12 quarters since. 55 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Fortitude Family Office held 74 shares of Assurant worth $19.5K as of Q3 2026.
  • Fortitude Family Office bought 7 Assurant shares in Q3 2026, an estimated $1.96K.
  • Assurant made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #858 holding.
  • Fortitude Family Office first reported a position in Assurant in Q4 2023 and has held it in 12 quarters since.
  • 55 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.