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Leuthold Group’s Assurant AIZ Stock Holding History

Leuthold 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 		$4.52M Sell
16,846
-877
-5% -$214K 0.45% 93
2026
Q1 		$3.86M Buy
17,723
+320
+2% +$73K 0.41% 100
2025
Q4 		$4.19M Buy
17,403
+32
+0.2% +$7.15K 0.45% 92
2025
Q3 		$3.76M Buy
17,371
+591
+4% +$120K 0.41% 92
2025
Q2 		$3.31M Sell
16,780
-305
-2% -$59.9K 0.4% 95
2025
Q1 		$3.58M Sell
17,085
-1,168
-6% -$244K 0.47% 82
2024
Q4 		$3.89M Sell
18,253
-666
-4% -$139K 0.47% 91
2024
Q3 		$3.76M Sell
18,919
-720
-4% -$131K 0.42% 96
2024
Q2 		$3.26M Sell
19,639
-177
-0.9% -$30.7K 0.38% 98
2024
Q1 		$3.73M Buy
+19,816
New +$3.45M 0.42% 97
2015
Q1 		– Sell
-22,752
Closed -$1.56M – 198
2014
Q4 		$1.56M Sell
22,752
-3,112
-12% -$207K 0.15% 164
2014
Q3 		$1.66M Sell
25,864
-181,865
-88% -$11.9M 0.15% 164
2014
Q2 		$13.6M Buy
207,729
+254
+0.1% +$17K 1.16% 15
2014
Q1 		$13.5M Sell
207,475
-3,436
-2% -$225K 1.2% 13
2013
Q4 		$14M Buy
210,911
+62,450
+42% +$3.82M 1.25% 11
2013
Q3 		$8.03M Buy
148,461
+18,802
+15% +$1.02M 0.74% 32
2013
Q2 		$6.6M Buy
+129,659
New +$6.29M 0.61% 49

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

Leuthold Group's AIZ Position: Q2 2026 in Review

Leuthold Group reduced its Assurant (AIZ) stake by 4.9% in Q2 2026, selling an estimated $214K and leaving 16,846 shares worth $4.52M. The position accounts for 0.45% of the portfolio, ranked #93.

Leuthold Group first reported a position in AIZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $14M in Q4 2013. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Leuthold Group held 16,846 shares of Assurant worth $4.52M as of Q2 2026.
  • Leuthold Group sold 877 Assurant shares in Q2 2026, an estimated $214K.
  • Assurant made up 0.45% of Leuthold Group's portfolio in Q2 2026, its #93 holding.
  • Leuthold Group first reported a position in Assurant in Q2 2013 and has held it in 17 quarters since.
  • Leuthold Group's Assurant position peaked at $14M in Q4 2013.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.