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Larson Financial Group’s Assurant AIZ Stock Holding History

Larson Financial Group’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 		$34.2K Buy
127
+93
+274% +$22.7K ﹤0.01% 1706
2026
Q1 		$7.51K Buy
34
+18
+113% +$4.1K ﹤0.01% 2404
2025
Q4 		$3.97K Buy
16
+2
+14% +$447 ﹤0.01% 2548
2025
Q3 		$3.14K Sell
14
-36
-72% -$7.3K ﹤0.01% 2525
2025
Q2 		$9.97K Buy
50
+28
+127% +$5.5K ﹤0.01% 1806
2025
Q1 		$4.62K Buy
22
+20
+1,000% +$4.17K ﹤0.01% 1903
2024
Q4 		$426 Hold
2
– – ﹤0.01% 2242
2024
Q3 		$398 Hold
2
– – ﹤0.01% 2187
2024
Q2 		$333 Buy
2
+1
+100% +$173 ﹤0.01% 1938
2024
Q1 		$188 Hold
1
– – ﹤0.01% 1643
2023
Q4 		$168 Buy
+1
New +$159 ﹤0.01% 1664

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

Larson Financial Group's AIZ Position: Q2 2026 in Review

Larson Financial Group increased its Assurant (AIZ) stake by 274% in Q2 2026, buying an estimated $22.7K and bringing the position to 127 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Larson Financial Group first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Larson Financial Group held 127 shares of Assurant worth $34.2K as of Q2 2026.
  • Larson Financial Group bought 93 Assurant shares in Q2 2026, an estimated $22.7K.
  • Assurant made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1706 holding.
  • Larson Financial Group first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.