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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Asset Management's AIZ Position: Q2 2026 in Review

Jupiter Asset Management reduced its Assurant (AIZ) stake by 0.34% in Q2 2026, selling an estimated $272K and leaving 327,512 shares worth $87.9M. The position accounts for 0.44% of the portfolio, ranked #62.

Jupiter Asset Management first reported a position in AIZ in Q1 2025 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Jupiter Asset Management held 327,512 shares of Assurant worth $87.9M as of Q2 2026.
Jupiter Asset Management sold 1,118 Assurant shares in Q2 2026, an estimated $272K.
Assurant made up 0.44% of Jupiter Asset Management's portfolio in Q2 2026, its #62 holding.
Jupiter Asset Management first reported a position in Assurant in Q1 2025 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.