GHP Investment Advisors’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.09M Buy
18,958
+470
+3% +$114K 0.19% 150
2026
Q1
$4.03M Sell
18,488
-263
-1% -$60K 0.17% 163
2025
Q4
$4.52M Buy
18,751
+422
+2% +$94.3K 0.19% 157
2025
Q3
$3.97M Buy
18,329
+157
+0.9% +$31.9K 0.17% 162
2025
Q2
$3.59M Buy
18,172
+162
+0.9% +$31.8K 0.16% 169
2025
Q1
$3.78M Buy
18,010
+194
+1% +$40.5K 0.18% 167
2024
Q4
$3.8M Sell
17,816
-639
-3% -$133K 0.18% 172
2024
Q3
$3.67M Sell
18,455
-136
-0.7% -$24.8K 0.17% 181
2024
Q2
$3.09M Sell
18,591
-172
-0.9% -$29.8K 0.15% 183
2024
Q1
$3.53M Sell
18,763
-84
-0.4% -$14.6K 0.18% 181
2023
Q4
$3.18M Sell
18,847
-287
-1% -$45.6K 0.17% 180
2023
Q3
$2.83M Buy
19,134
+104
+0.5% +$14.2K 0.17% 177
2023
Q2
$2.72M Buy
19,030
+242
+1% +$30.1K 0.16% 191
2023
Q1
$2.26M Buy
18,788
+67
+0.4% +$8.38K 0.14% 207
2022
Q4
$2.34M Sell
18,721
-785
-4% -$105K 0.16% 189
2022
Q3
$2.83M Buy
19,506
+204
+1% +$33.3K 0.22% 160
2022
Q2
$3.34M Buy
19,302
+331
+2% +$59.9K 0.25% 145
2022
Q1
$3.45M Buy
18,971
+439
+2% +$71.9K 0.23% 152
2021
Q4
$2.89M Buy
18,532
+427
+2% +$67.7K 0.21% 158
2021
Q3
$2.86M Buy
18,105
+249
+1% +$40.2K 0.23% 148
2021
Q2
$2.79M Buy
17,856
+609
+4% +$95.1K 0.22% 143
2021
Q1
$2.44M Buy
17,247
+985
+6% +$133K 0.21% 146
2020
Q4
$2.21M Buy
16,262
+965
+6% +$125K 0.21% 144
2020
Q3
$1.86M Buy
15,297
+573
+4% +$65.8K 0.21% 144
2020
Q2
$1.52M Buy
14,724
+2,616
+22% +$271K 0.19% 150
2020
Q1
$1.26M Buy
12,108
+1,921
+19% +$237K 0.19% 149
2019
Q4
$1.33M Buy
10,187
+848
+9% +$109K 0.14% 179
2019
Q3
$1.18M Sell
9,339
-2,551
-21% -$303K 0.15% 174
2019
Q2
$1.26M Buy
11,890
+1,651
+16% +$163K 0.15% 174
2019
Q1
$972K Buy
10,239
+431
+4% +$41.7K 0.13% 184
2018
Q4
$877K Buy
9,808
+780
+9% +$76.3K 0.13% 182
2018
Q3
$975K Buy
9,028
+332
+4% +$35.2K 0.13% 181
2018
Q2
$900K Buy
8,696
+303
+4% +$28.5K 0.13% 183
2018
Q1
$767K Sell
8,393
-41
-0.5% -$3.75K 0.11% 198
2017
Q4
$850K Buy
8,434
+774
+10% +$76.5K 0.12% 190
2017
Q3
$732K Buy
7,660
+939
+14% +$93.8K 0.11% 199
2017
Q2
$697K Buy
6,721
+1,253
+23% +$125K 0.11% 204
2017
Q1
$523K Buy
5,468
+64
+1% +$6.19K 0.09% 216
2016
Q4
$502K Buy
5,404
+535
+11% +$46.8K 0.09% 217
2016
Q3
$449K Buy
4,869
+3
+0.1% +$262 0.09% 216
2016
Q2
$420K Buy
4,866
+235
+5% +$19.7K 0.09% 220
2016
Q1
$357K Buy
4,631
+166
+4% +$12.6K 0.08% 227
2015
Q4
$360K Sell
4,465
-148
-3% -$12.2K 0.09% 225
2015
Q3
$364K Sell
4,613
-313
-6% -$23.4K 0.09% 214
2015
Q2
$360K Buy
4,926
+107
+2% +$6.9K 0.09% 217
2015
Q1
$296K Buy
4,819
+2
+0% +$127 0.08% 223
2014
Q4
$330K Buy
4,817
+252
+6% +$16.8K 0.09% 206
2014
Q3
$294K Buy
4,565
+102
+2% +$6.67K 0.09% 213
2014
Q2
$293K Buy
4,463
+2
+0% +$134 0.09% 212
2014
Q1
$290K Buy
4,461
+211
+5% +$13.8K 0.09% 211
2013
Q4
$282K Buy
4,250
+1
+0% +$61 0.09% 211
2013
Q3
$230K Buy
4,249
+1
+0% +$54 0.08% 229
2013
Q2
$216K Buy
+4,248
New +$206K 0.09% 227

Other funds holding AIZ

GHP Investment Advisors's AIZ Position: Q2 2026 in Review

GHP Investment Advisors increased its Assurant (AIZ) stake by 2.5% in Q2 2026, buying an estimated $114K and bringing the position to 18,958 shares worth $5.09M. The position accounts for 0.19% of the portfolio, ranked #150.

GHP Investment Advisors first reported a position in AIZ in Q2 2013 and has held it in 53 quarters since. 164 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • GHP Investment Advisors held 18,958 shares of Assurant worth $5.09M as of Q2 2026.
  • GHP Investment Advisors bought 470 Assurant shares in Q2 2026, an estimated $114K.
  • Assurant made up 0.19% of GHP Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • GHP Investment Advisors first reported a position in Assurant in Q2 2013 and has held it in 53 quarters since.
  • 164 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.