HI
AIZ icon

Horizon Investments’s Assurant AIZ Stock Holding History

Horizon Investments’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 		$228K Buy
850
+4
+0.5% +$974 ﹤0.01% 986
2026
Q1 		$184K Buy
846
+34
+4% +$7.75K ﹤0.01% 990
2025
Q4 		$196K Buy
812
+23
+3% +$5.14K ﹤0.01% 957
2025
Q3 		$171K Sell
789
-10
-1% -$2.03K ﹤0.01% 936
2025
Q2 		$158K Buy
799
+63
+9% +$12.4K ﹤0.01% 910
2025
Q1 		$154K Buy
736
+29
+4% +$6.05K ﹤0.01% 577
2024
Q4 		$150K Buy
707
+5
+0.7% +$1.04K ﹤0.01% 578
2024
Q3 		$140K Sell
702
-186
-21% -$33.9K ﹤0.01% 584
2024
Q2 		$148K Buy
888
+4
+0.5% +$694 ﹤0.01% 598
2024
Q1 		$166K Sell
884
-89
-9% -$15.5K ﹤0.01% 575
2023
Q4 		$163K Sell
973
-94
-9% -$14.9K ﹤0.01% 564
2023
Q3 		$153K Buy
1,067
+11
+1% +$1.51K ﹤0.01% 562
2023
Q2 		$133K Buy
1,056
+60
+6% +$7.47K ﹤0.01% 589
2023
Q1 		$120K Buy
+996
New +$125K ﹤0.01% 588
2020
Q1 		– Sell
-5,165
Closed -$677K – 308
2019
Q4 		$677K Buy
5,165
+3,081
+148% +$397K 0.03% 225
2019
Q3 		$262K Sell
2,084
-3,404
-62% -$404K 0.01% 290
2019
Q2 		$584K Buy
5,488
+2,061
+60% +$204K 0.02% 224
2019
Q1 		$325K Buy
+3,427
New +$332K 0.01% 248
2018
Q4 		– Sell
-3,488
Closed -$377K – 207
2018
Q3 		$377K Buy
3,488
+745
+27% +$78.9K 0.01% 209
2018
Q2 		$284K Buy
+2,743
New +$258K 0.01% 214

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

Horizon Investments's AIZ Position: Q2 2026 in Review

Horizon Investments increased its Assurant (AIZ) stake by 0.47% in Q2 2026, buying an estimated $974 and bringing the position to 850 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Horizon Investments first reported a position in AIZ in Q2 2018 and has held it in 20 quarters since. The position peaked at $677K in Q4 2019. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Horizon Investments held 850 shares of Assurant worth $228K as of Q2 2026.
  • Horizon Investments bought 4 Assurant shares in Q2 2026, an estimated $974.
  • Assurant made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #986 holding.
  • Horizon Investments first reported a position in Assurant in Q2 2018 and has held it in 20 quarters since.
  • Horizon Investments's Assurant position peaked at $677K in Q4 2019.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.