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AIZ icon

InceptionR’s Assurant AIZ Stock Holding History

InceptionR’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 		$979K Buy
3,645
+429
+13% +$104K 0.24% 129
2026
Q1 		$700K Buy
+3,216
New +$733K 0.17% 206
2025
Q4 		– Sell
-3,590
Closed -$778K – 590
2025
Q3 		$778K Buy
+3,590
New +$728K 0.19% 190
2024
Q1 		– Sell
-1,476
Closed -$249K – 576
2023
Q4 		$249K Buy
+1,476
New +$235K 0.18% 265

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

InceptionR's AIZ Position: Q2 2026 in Review

InceptionR increased its Assurant (AIZ) stake by 13% in Q2 2026, buying an estimated $104K and bringing the position to 3,645 shares worth $979K. The position accounts for 0.24% of the portfolio, ranked #129.

InceptionR first reported a position in AIZ in Q4 2023 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • InceptionR held 3,645 shares of Assurant worth $979K as of Q2 2026.
  • InceptionR bought 429 Assurant shares in Q2 2026, an estimated $104K.
  • Assurant made up 0.24% of InceptionR's portfolio in Q2 2026, its #129 holding.
  • InceptionR first reported a position in Assurant in Q4 2023 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.