HFS
AIZ icon

Hughes Financial Services’s Assurant AIZ Stock Holding History

Hughes Financial Services’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 		$3.76K Buy
14
+8
+133% +$1.95K ﹤0.01% 597
2026
Q1 		$1.31K Buy
+6
New +$1.37K ﹤0.01% 697
2025
Q2 		– Sell
-3
Closed -$635 – 1043
2025
Q1 		$635 Buy
+3
New +$626 ﹤0.01% 780

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

Hughes Financial Services's AIZ Position: Q2 2026 in Review

Hughes Financial Services increased its Assurant (AIZ) stake by 133% in Q2 2026, buying an estimated $1.95K and bringing the position to 14 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Hughes Financial Services first reported a position in AIZ in Q1 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Hughes Financial Services held 14 shares of Assurant worth $3.76K as of Q2 2026.
  • Hughes Financial Services bought 8 Assurant shares in Q2 2026, an estimated $1.95K.
  • Assurant made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #597 holding.
  • Hughes Financial Services first reported a position in Assurant in Q1 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.