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Hillsdale Investment Management’s Assurant AIZ Stock Holding History

Hillsdale Investment 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 		$6.11M Buy
22,760
+680
+3% +$166K 0.14% 198
2026
Q1 		$4.81M Buy
22,080
+1,400
+7% +$319K 0.13% 194
2025
Q4 		$4.98M Buy
20,680
+16,500
+395% +$3.69M 0.14% 202
2025
Q3 		$905K Buy
+4,180
New +$848K 0.03% 378
2024
Q3 		– Sell
-3,585
Closed -$596K – 590
2024
Q2 		$596K Buy
3,585
+305
+9% +$52.9K 0.05% 285
2024
Q1 		$617K Buy
+3,280
New +$571K 0.05% 278

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

Hillsdale Investment Management's AIZ Position: Q2 2026 in Review

Hillsdale Investment Management increased its Assurant (AIZ) stake by 3.1% in Q2 2026, buying an estimated $166K and bringing the position to 22,760 shares worth $6.11M. The position accounts for 0.14% of the portfolio, ranked #198.

Hillsdale Investment Management first reported a position in AIZ in Q1 2024 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Hillsdale Investment Management held 22,760 shares of Assurant worth $6.11M as of Q2 2026.
  • Hillsdale Investment Management bought 680 Assurant shares in Q2 2026, an estimated $166K.
  • Assurant made up 0.14% of Hillsdale Investment Management's portfolio in Q2 2026, its #198 holding.
  • Hillsdale Investment Management first reported a position in Assurant in Q1 2024 and has held it in 6 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.