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John Overdeck’s Assurant AIZ Stock Holding History

John Overdeck’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 		$64.5M Buy
240,181
+204,988
+582% +$49.9M 0.05% 452
2026
Q1 		$7.67M Sell
35,193
-57,190
-62% -$13M 0.01% 1621
2025
Q4 		$22.3M Sell
92,383
-33,750
-27% -$7.54M 0.03% 677
2025
Q3 		$27.3M Buy
126,133
+105,016
+497% +$21.3M 0.04% 515
2025
Q2 		$4.17M Buy
+21,117
New +$4.15M 0.01% 1348
2024
Q4 		– Sell
-12,447
Closed -$2.48M – 3175
2024
Q3 		$2.48M Buy
+12,447
New +$2.27M 0.01% 1546
2024
Q1 		– Sell
-1,200
Closed -$202K – 3003
2023
Q4 		$202K Buy
+1,200
New +$191K ﹤0.01% 2833
2023
Q1 		– Sell
-3,400
Closed -$425K – 2934
2022
Q4 		$425K Buy
+3,400
New +$453K ﹤0.01% 2096
2019
Q3 		– Sell
-62,662
Closed -$7.44M – 3408
2019
Q2 		$6.67M Sell
62,662
-50,722
-45% -$5.01M 0.02% 772
2019
Q1 		$10.8M Buy
+113,384
New +$11M 0.03% 629
2018
Q2 		– Sell
-14,077
Closed -$1.29M – 3263
2018
Q1 		$1.29M Buy
+14,077
New +$1.29M ﹤0.01% 1833
2017
Q1 		– Sell
-6,668
Closed -$619K – 2851
2016
Q4 		$619K Buy
6,668
+3,511
+111% +$307K ﹤0.01% 2360
2016
Q3 		$291K Buy
+3,157
New +$276K ﹤0.01% 2764
2015
Q3 		– Sell
-7,900
Closed -$529K – 2148
2015
Q2 		$529K Sell
7,900
-50,028
-86% -$3.23M ﹤0.01% 2084
2015
Q1 		$3.56M Sell
57,928
-20,802
-26% -$1.32M 0.02% 872
2014
Q4 		$5.39M Buy
+78,730
New +$5.24M 0.03% 621
2014
Q3 		– Sell
-99,805
Closed -$6.54M – 1720
2014
Q2 		$6.54M Buy
99,805
+19,693
+25% +$1.32M 0.03% 622
2014
Q1 		$5.2M Buy
80,112
+67,436
+532% +$4.42M 0.03% 620
2013
Q4 		$841K Sell
12,676
-62,515
-83% -$3.82M ﹤0.01% 1416
2013
Q3 		$4.07M Buy
+75,191
New +$4.07M 0.03% 577

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

John Overdeck's AIZ Position: Q2 2026 in Review

John Overdeck increased its Assurant (AIZ) stake by 582% in Q2 2026, buying an estimated $49.9M and bringing the position to 240,181 shares worth $64.5M. The position accounts for 0.05% of the portfolio, ranked #452.

John Overdeck first reported a position in AIZ in Q3 2013 and has held it in 20 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • John Overdeck held 240,181 shares of Assurant worth $64.5M as of Q2 2026.
  • John Overdeck bought 204,988 Assurant shares in Q2 2026, an estimated $49.9M.
  • Assurant made up 0.05% of John Overdeck's portfolio in Q2 2026, its #452 holding.
  • John Overdeck first reported a position in Assurant in Q3 2013 and has held it in 20 quarters since.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.