GI
AIZ icon

GAMMA Investing’s Assurant AIZ Stock Holding History

GAMMA Investing’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 		$788K Buy
2,989
+225
+8% +$63K 0.03% 504
2026
Q2 		$742K Buy
2,764
+342
+14% +$83.3K 0.03% 494
2026
Q1 		$528K Buy
2,422
+168
+7% +$38.3K 0.02% 552
2025
Q4 		$543K Buy
2,254
+724
+47% +$162K 0.03% 508
2025
Q3 		$331K Buy
1,530
+3
+0.2% +$609 0.02% 667
2025
Q2 		$302K Buy
1,527
+58
+4% +$11.4K 0.02% 673
2025
Q1 		$308K Sell
1,469
-4
-0.3% -$835 0.02% 585
2024
Q4 		$314K Buy
1,473
+376
+34% +$78.2K 0.03% 524
2024
Q3 		$218K Buy
1,097
+322
+42% +$58.7K 0.02% 581
2024
Q2 		$129K Buy
775
+203
+35% +$35.2K 0.02% 656
2024
Q1 		$108K Buy
572
+51
+10% +$8.88K 0.02% 623
2023
Q4 		$87.5K Buy
+521
New +$82.8K 0.02% 603

Other funds holding AIZ

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GAMMA Investing's AIZ Position: Q3 2026 in Review

GAMMA Investing increased its Assurant (AIZ) stake by 8.1% in Q3 2026, buying an estimated $63K and bringing the position to 2,989 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #504.

GAMMA Investing first reported a position in AIZ in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • GAMMA Investing held 2,989 shares of Assurant worth $788K as of Q3 2026.
  • GAMMA Investing bought 225 Assurant shares in Q3 2026, an estimated $63K.
  • Assurant made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #504 holding.
  • GAMMA Investing first reported a position in Assurant in Q4 2023 and has held it in 12 quarters since.
  • 17 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.