Jupiter Asset Management
AIZ icon

Jupiter Asset Management’s Assurant AIZ Stock Holding History

Jupiter Asset Management’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 		$86.4M Buy
327,797
+285
+0.1% +$79.8K 0.4% 66
2026
Q2 		$87.9M Sell
327,512
-1,118
-0.3% -$272K 0.44% 62
2026
Q1 		$71.6M Sell
328,630
-20,731
-6% -$4.73M 0.38% 83
2025
Q4 		$84.1M Buy
349,361
+5,462
+2% +$1.22M 0.67% 38
2025
Q3 		$74.5M Sell
343,899
-12,165
-3% -$2.47M 0.64% 44
2025
Q2 		$70.3M Buy
356,064
+329,131
+1,222% +$64.7M 0.59% 41
2025
Q1 		$5.65M Buy
+26,933
New +$5.62M 0.05% 266

Other funds holding AIZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Jupiter Asset Management's AIZ Position: Q3 2026 in Review

Jupiter Asset Management increased its Assurant (AIZ) stake by 0.09% in Q3 2026, buying an estimated $79.8K and bringing the position to 327,797 shares worth $86.4M. The position accounts for 0.4% of the portfolio, ranked #66.

Jupiter Asset Management first reported a position in AIZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $87.9M in Q2 2026. 514 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Jupiter Asset Management held 327,797 shares of Assurant worth $86.4M as of Q3 2026.
  • Jupiter Asset Management bought 285 Assurant shares in Q3 2026, an estimated $79.8K.
  • Assurant made up 0.4% of Jupiter Asset Management's portfolio in Q3 2026, its #66 holding.
  • Jupiter Asset Management first reported a position in Assurant in Q1 2025 and has held it in 7 quarters since.
  • Jupiter Asset Management's Assurant position peaked at $87.9M in Q2 2026.
  • 514 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.