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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
2022
Q1 		– Sell
-2,500
Closed -$390K – 2604
2021
Q4 		$390K Buy
+2,500
New +$397K ﹤0.01% 3457
2021
Q1 		– Sell
-2,000
Closed -$272K – 3764
2020
Q4 		$272K Buy
+2,000
New +$259K ﹤0.01% 2941
2020
Q2 		– Sell
-2,000
Closed -$208K – 2900
2020
Q1 		$208K Sell
2,000
-3,600
-64% -$444K ﹤0.01% 2628
2019
Q4 		$734K Buy
5,600
+600
+12% +$77.2K ﹤0.01% 2479
2019
Q3 		$629K Buy
+5,000
New +$593K ﹤0.01% 2362
2019
Q1 		– Sell
-7,400
Closed -$662K – 2980
2018
Q4 		$662K Buy
+7,400
New +$724K ﹤0.01% 1916

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.