GRP
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Global Retirement Partners’s Assurant AIZ Stock Holding History

Global Retirement 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 		$305K Buy
+1,135
New +$276K ﹤0.01% 1314
2025
Q4 		$257K Buy
1,069
+158
+17% +$35.3K ﹤0.01% 1323
2025
Q3 		$197K Sell
911
-30
-3% -$6.09K ﹤0.01% 1188
2025
Q2 		$186K Buy
+941
New +$185K ﹤0.01% 1135
2024
Q4 		$300K Buy
1,405
+492
+54% +$102K 0.01% 801
2024
Q3 		$182K Buy
913
+433
+90% +$78.9K 0.01% 949
2024
Q2 		$79.8K Buy
480
+69
+17% +$12K ﹤0.01% 1309
2024
Q1 		$77.4K Buy
411
+101
+33% +$17.6K ﹤0.01% 1193
2023
Q4 		$51K Buy
310
+277
+839% +$44K ﹤0.01% 1363
2023
Q3 		$4.77K Buy
33
+28
+560% +$3.84K ﹤0.01% 2208
2023
Q2 		$629 Hold
5
– – ﹤0.01% 2896
2023
Q1 		$660 Buy
5
+2
+67% +$250 ﹤0.01% 2850
2022
Q4 		$375 Buy
3
+1
+50% +$133 ﹤0.01% 2817
2022
Q3 		$0 Sell
2
-4
-67% -$653 ﹤0.01% 2668
2022
Q2 		$1K Buy
6
+3
+100% +$543 ﹤0.01% 2333
2022
Q1 		$1K Buy
+3
New +$491 ﹤0.01% 2301

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

Global Retirement Partners's AIZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Assurant (AIZ) in Q2 2026: 1,135 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AIZ as recently as Q4 2025.

Global Retirement Partners first reported a position in AIZ in Q1 2022 and has held it in 16 quarters since. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Global Retirement Partners held 1,135 shares of Assurant worth $305K as of Q2 2026.
  • Assurant was a new Global Retirement Partners position in Q2 2026.
  • Assurant made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1314 holding.
  • Global Retirement Partners first reported a position in Assurant in Q1 2022 and has held it in 16 quarters since.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.