JWCA
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J.W. Cole Advisors’s Assurant AIZ Stock Holding History

J.W. Cole 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
Q2 		$282K Sell
1,051
-12
-1% -$2.92K ﹤0.01% 1312
2026
Q1 		$231K Sell
1,063
-138
-11% -$31.5K 0.01% 712
2025
Q4 		$274K Sell
1,201
-3
-0.2% -$670 0.01% 1144
2025
Q3 		$261K Sell
1,204
-131
-10% -$26.6K 0.01% 1292
2025
Q2 		$264K Buy
1,335
+49
+4% +$9.63K 0.01% 1200
2025
Q1 		$270K Buy
+1,286
New +$268K 0.01% 1022

Other funds holding AIZ

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

J.W. Cole Advisors's AIZ Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Assurant (AIZ) stake by 1.1% in Q2 2026, selling an estimated $2.92K and leaving 1,051 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

J.W. Cole Advisors first reported a position in AIZ in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • J.W. Cole Advisors held 1,051 shares of Assurant worth $282K as of Q2 2026.
  • J.W. Cole Advisors sold 12 Assurant shares in Q2 2026, an estimated $2.92K.
  • Assurant made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1312 holding.
  • J.W. Cole Advisors first reported a position in Assurant in Q1 2025 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.