Harbor Investment Advisory’s Assurant AIZ Stock Holding History

Harbor Investment Advisory’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	$160K	Buy	607 +7	+1%	+$1.96K	0.01%	468
2026 Q2	$161K	Hold	600	–	–	0.01%	458
2026 Q1	$131K	Sell	600 -123	-17%	-$28K	0.01%	471
2025 Q4	$174K	Hold	723	–	–	0.01%	423
2025 Q3	$157K	Sell	723 -250	-26%	-$50.7K	0.01%	421
2025 Q2	$192K	Buy	973 +250	+35%	+$49.1K	0.02%	382
2025 Q1	$152K	Hold	723	–	–	0.01%	406
2024 Q4	$154K	Hold	723	–	–	0.01%	385
2024 Q3	$144K	Hold	723	–	–	0.01%	382
2024 Q2	$120K	Hold	723	–	–	0.01%	408
2024 Q1	$136K	Hold	723	–	–	0.01%	397
2023 Q4	$122K	Buy	723 +200	+38%	+$31.8K	0.01%	391
2023 Q3	$75.1K	Buy	523 +500	+2,174%	+$68.5K	0.01%	456
2023 Q2	$2.89K	Hold	23	–	–	﹤0.01%	1188
2023 Q1	$2.76K	Buy	+23	New	+$2.88K	﹤0.01%	1190

Other funds holding AIZ

DRZID

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

CNB

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Harbor Investment Advisory's AIZ Position: Q3 2026 in Review

Harbor Investment Advisory increased its Assurant (AIZ) stake by 1.2% in Q3 2026, buying an estimated $1.96K and bringing the position to 607 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #468.

Harbor Investment Advisory first reported a position in AIZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $192K in Q2 2025. 32 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

Harbor Investment Advisory held 607 shares of Assurant worth $160K as of Q3 2026.
Harbor Investment Advisory bought 7 Assurant shares in Q3 2026, an estimated $1.96K.
Assurant made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #468 holding.
Harbor Investment Advisory first reported a position in Assurant in Q1 2023 and has held it in 15 quarters since.
Harbor Investment Advisory's Assurant position peaked at $192K in Q2 2025.
32 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.