HWM
AIZ icon

HB Wealth Management’s Assurant AIZ Stock Holding History

HB Wealth Management’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 		$371K Buy
1,381
+80
+6% +$19.5K ﹤0.01% 1260
2026
Q1 		$283K Sell
1,301
-134
-9% -$30.6K ﹤0.01% 1266
2025
Q4 		$346K Buy
1,435
+211
+17% +$47.1K ﹤0.01% 1069
2025
Q3 		$265K Buy
+1,224
New +$248K ﹤0.01% 1133
2025
Q2 		– Sell
-1,305
Closed -$274K – 1167
2025
Q1 		$274K Buy
1,305
+310
+31% +$64.7K ﹤0.01% 1008
2024
Q4 		$212K Sell
995
-21
-2% -$4.37K ﹤0.01% 959
2024
Q3 		$202K Buy
+1,016
New +$185K ﹤0.01% 891

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

HB Wealth Management's AIZ Position: Q2 2026 in Review

HB Wealth Management increased its Assurant (AIZ) stake by 6.1% in Q2 2026, buying an estimated $19.5K and bringing the position to 1,381 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

HB Wealth Management first reported a position in AIZ in Q3 2024 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • HB Wealth Management held 1,381 shares of Assurant worth $371K as of Q2 2026.
  • HB Wealth Management bought 80 Assurant shares in Q2 2026, an estimated $19.5K.
  • Assurant made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1260 holding.
  • HB Wealth Management first reported a position in Assurant in Q3 2024 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.