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Heritage Wealth Advisors’s Assurant AIZ Stock Holding History

Heritage Wealth Advisors’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 		$362K Buy
+1,348
New +$328K 0.01% 170

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

Heritage Wealth Advisors's AIZ Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Assurant (AIZ) in Q2 2026: 1,348 shares worth $362K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings.

608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Heritage Wealth Advisors held 1,348 shares of Assurant worth $362K as of Q2 2026.
  • Assurant was a new Heritage Wealth Advisors position in Q2 2026.
  • Assurant made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.