HWP
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Highline Wealth Partners’s Assurant AIZ Stock Holding History

Highline Wealth 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 		$7.25K Buy
27
+1
+4% +$244 ﹤0.01% 737
2026
Q1 		$5.66K Buy
+26
New +$5.93K ﹤0.01% 690
2025
Q2 		– Sell
-2
Closed -$420 – 896
2025
Q1 		$420 Buy
+2
New +$417 ﹤0.01% 864

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

Highline Wealth Partners's AIZ Position: Q2 2026 in Review

Highline Wealth Partners increased its Assurant (AIZ) stake by 3.8% in Q2 2026, buying an estimated $244 and bringing the position to 27 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Highline Wealth Partners first reported a position in AIZ in Q1 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Highline Wealth Partners held 27 shares of Assurant worth $7.25K as of Q2 2026.
  • Highline Wealth Partners bought 1 Assurant share in Q2 2026, an estimated $244.
  • Assurant made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #737 holding.
  • Highline Wealth Partners first reported a position in Assurant in Q1 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.