KCM
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Key Capital Management’s Assurant AIZ Stock Holding History

Key Capital 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 		– Sell
-3
Closed -$653 – 730
2026
Q1 		$653 Buy
+3
New +$684 ﹤0.01% 636

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Key Capital Management's AIZ Position: Q2 2026 in Review

Key Capital Management sold out of Assurant (AIZ) in Q2 2026, closing a stake of 3 shares — an estimated $653 sold.

Key Capital Management first reported a position in AIZ in Q1 2026 and held it in 1 quarter. The position peaked at $653 in Q1 2026. 257 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Key Capital Management reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 3 Assurant shares in Q2 2026, an estimated $653.
  • Key Capital Management first reported a position in Assurant in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's Assurant position peaked at $653 in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.