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Gateway Wealth Partners’s Assurant AIZ Stock Holding History

Gateway Wealth Partners’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 		$452K Buy
1,682
+528
+46% +$129K 0.03% 495
2026
Q1 		$251K Buy
+1,154
New +$263K 0.01% 814

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

Gateway Wealth Partners's AIZ Position: Q2 2026 in Review

Gateway Wealth Partners increased its Assurant (AIZ) stake by 46% in Q2 2026, buying an estimated $129K and bringing the position to 1,682 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #495.

Gateway Wealth Partners first reported a position in AIZ in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Gateway Wealth Partners held 1,682 shares of Assurant worth $452K as of Q2 2026.
  • Gateway Wealth Partners bought 528 Assurant shares in Q2 2026, an estimated $129K.
  • Assurant made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Gateway Wealth Partners first reported a position in Assurant in Q1 2026 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.