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Jackson Creek Investment Advisors’s Assurant AIZ Stock Holding History

Jackson Creek Investment 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 		$462K Buy
+1,655
New +$403K 0.15% 264
2025
Q1 		– Sell
-3,321
Closed -$708K – 288
2024
Q4 		$708K Buy
3,321
+213
+7% +$44.3K 0.21% 196
2024
Q3 		$618K Sell
3,108
-49
-2% -$8.93K 0.18% 206
2024
Q2 		$525K Sell
3,157
-603
-16% -$105K 0.19% 221
2024
Q1 		$708K Buy
3,760
+1,861
+98% +$324K 0.25% 209
2023
Q4 		$320K Buy
+1,899
New +$302K 0.12% 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

Jackson Creek Investment Advisors's AIZ Position: Q2 2026 in Review

Jackson Creek Investment Advisors opened a new position in Assurant (AIZ) in Q2 2026: 1,655 shares worth $462K. The stake represents 0.15% of the portfolio and ranks #264 among its holdings. This is a return to the name: Jackson Creek Investment Advisors previously reported a position in AIZ as recently as Q4 2024.

Jackson Creek Investment Advisors first reported a position in AIZ in Q4 2023 and has held it in 6 quarters since. The position peaked at $708K in Q4 2024. 614 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Jackson Creek Investment Advisors held 1,655 shares of Assurant worth $462K as of Q2 2026.
  • Assurant was a new Jackson Creek Investment Advisors position in Q2 2026.
  • Assurant made up 0.15% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #264 holding.
  • Jackson Creek Investment Advisors first reported a position in Assurant in Q4 2023 and has held it in 6 quarters since.
  • Jackson Creek Investment Advisors's Assurant position peaked at $708K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.