KAS
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KPP Advisory Services’s Assurant AIZ Stock Holding History

KPP Advisory Services’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 		$436K Buy
+1,623
New +$395K 0.06% 248

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

KPP Advisory Services's AIZ Position: Q2 2026 in Review

KPP Advisory Services opened a new position in Assurant (AIZ) in Q2 2026: 1,623 shares worth $436K. The stake represents 0.06% of the portfolio and ranks #248 among its holdings.

608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • KPP Advisory Services held 1,623 shares of Assurant worth $436K as of Q2 2026.
  • Assurant was a new KPP Advisory Services position in Q2 2026.
  • Assurant made up 0.06% of KPP Advisory Services's portfolio in Q2 2026, its #248 holding.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.