HIA
AIZ icon

HFM Investment Advisors’s Assurant AIZ Stock Holding History

HFM Investment 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 		$2.69K Buy
10
+5
+100% +$1.22K ﹤0.01% 345
2026
Q1 		$1.09K Hold
5
– – ﹤0.01% 377
2025
Q4 		$1.21K Hold
5
– – ﹤0.01% 402
2025
Q3 		$1.08K Hold
5
– – ﹤0.01% 334
2025
Q2 		$987 Buy
5
+3
+150% +$590 ﹤0.01% 367
2025
Q1 		$420 Buy
+2
New +$417 ﹤0.01% 344

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 $3.38T AUM 44.17% 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

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

HFM Investment Advisors increased its Assurant (AIZ) stake by 100% in Q2 2026, buying an estimated $1.22K and bringing the position to 10 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

HFM Investment Advisors first reported a position in AIZ in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • HFM Investment Advisors held 10 shares of Assurant worth $2.69K as of Q2 2026.
  • HFM Investment Advisors bought 5 Assurant shares in Q2 2026, an estimated $1.22K.
  • Assurant made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #345 holding.
  • HFM Investment Advisors first reported a position in Assurant in Q1 2025 and has held it in 6 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.