James T. Borello
AIZ icon

James T. Borello’s Assurant AIZ Stock Holding History

James T. Borello’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
Q3 		$2.37K Sell
9
-1
-10% -$280 ﹤0.01% 897
2026
Q2 		$2.68K Hold
10
– – ﹤0.01% 906
2026
Q1 		$2.18K Hold
10
– – ﹤0.01% 912
2025
Q4 		$2.41K Hold
10
– – ﹤0.01% 743
2025
Q3 		$2.17K Buy
+10
New +$2.03K ﹤0.01% 710

Other funds holding AIZ

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

James T. Borello's AIZ Position: Q3 2026 in Review

James T. Borello reduced its Assurant (AIZ) stake by 10% in Q3 2026, selling an estimated $280 and leaving 9 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

James T. Borello first reported a position in AIZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.68K in Q2 2026. 178 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • James T. Borello held 9 shares of Assurant worth $2.37K as of Q3 2026.
  • James T. Borello sold 1 Assurant share in Q3 2026, an estimated $280.
  • Assurant made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #897 holding.
  • James T. Borello first reported a position in Assurant in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Assurant position peaked at $2.68K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.