HighTower Advisors
AIZ icon

HighTower Advisors’s Assurant AIZ Stock Holding History

HighTower 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
Q3 		$255K Sell
966
-5,665
-85% -$1.59M ﹤0.01% 3346
2026
Q2 		$1.78M Sell
6,631
-84
-1% -$20.5K ﹤0.01% 1848
2026
Q1 		$1.46M Buy
6,715
+2
+0% +$456 ﹤0.01% 1918
2025
Q4 		$1.62M Sell
6,713
-429
-6% -$95.8K ﹤0.01% 1799
2025
Q3 		$1.55M Buy
7,142
+6,127
+604% +$1.24M ﹤0.01% 1794
2025
Q2 		$201K Sell
1,015
-196
-16% -$38.5K ﹤0.01% 3283
2025
Q1 		$254K Sell
1,211
-179
-13% -$37.4K ﹤0.01% 3002
2024
Q4 		$296K Buy
1,390
+161
+13% +$33.5K ﹤0.01% 2894
2024
Q3 		$247K Sell
1,229
-902
-42% -$164K ﹤0.01% 2966
2024
Q2 		$348K Buy
2,131
+13
+0.6% +$2.26K ﹤0.01% 2594
2024
Q1 		$412K Buy
2,118
+526
+33% +$91.6K ﹤0.01% 2420
2023
Q4 		$269K Buy
1,592
+49
+3% +$7.79K ﹤0.01% 2787
2023
Q3 		$221K Buy
+1,543
New +$211K ﹤0.01% 2828
2023
Q1 		– Sell
-1,876
Closed -$245K – 3404
2022
Q4 		$245K Buy
+1,876
New +$250K ﹤0.01% 2619
2022
Q2 		– Sell
-1,163
Closed -$211K – 3229
2022
Q1 		$211K Buy
+1,163
New +$190K ﹤0.01% 2814
2021
Q4 		– Sell
-1,336
Closed -$211K – 3287
2021
Q3 		$211K Buy
+1,336
New +$216K ﹤0.01% 2674
2016
Q4 		– Sell
-3,893
Closed -$359K – 1935
2016
Q3 		$359K Buy
+3,893
New +$340K ﹤0.01% 1386
2016
Q2 		– Sell
-2,737
Closed -$211K – 1768
2016
Q1 		$211K Sell
2,737
-2,921
-52% -$222K ﹤0.01% 1782
2015
Q4 		$453K Buy
5,658
+344
+6% +$28.4K 0.01% 1363
2015
Q3 		$421K Buy
+5,314
New +$397K 0.01% 1283
2014
Q1 		– Sell
-13,811
Closed -$917K – 1594
2013
Q4 		$917K Sell
13,811
-245
-2% -$15K 0.02% 732
2013
Q3 		$760K Buy
14,056
+5,982
+74% +$323K 0.02% 701
2013
Q2 		$411K Buy
+8,074
New +$392K 0.01% 873

Other funds holding AIZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

HighTower Advisors's AIZ Position: Q3 2026 in Review

HighTower Advisors reduced its Assurant (AIZ) stake by 85% in Q3 2026, selling an estimated $1.59M and leaving 966 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

HighTower Advisors first reported a position in AIZ in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.78M in Q2 2026. 514 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • HighTower Advisors held 966 shares of Assurant worth $255K as of Q3 2026.
  • HighTower Advisors sold 5,665 Assurant shares in Q3 2026, an estimated $1.59M.
  • Assurant made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #3346 holding.
  • HighTower Advisors first reported a position in Assurant in Q2 2013 and has held it in 23 quarters since.
  • HighTower Advisors's Assurant position peaked at $1.78M in Q2 2026.
  • 514 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.