Lido Advisors
AIZ icon

Lido Advisors’s Assurant AIZ Stock Holding History

Lido Advisors’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 		$571K Sell
2,128
-802
-27% -$195K ﹤0.01% 1393
2026
Q1 		$638K Sell
2,930
-168
-5% -$38.3K ﹤0.01% 1173
2025
Q4 		$672K Buy
3,098
+22
+0.7% +$4.91K ﹤0.01% 1178
2025
Q3 		$666K Buy
3,076
+116
+4% +$23.5K ﹤0.01% 1112
2025
Q2 		$585K Sell
2,960
-157
-5% -$30.9K ﹤0.01% 1049
2025
Q1 		$654K Sell
3,117
-311
-9% -$64.9K ﹤0.01% 927
2024
Q4 		$731K Buy
3,428
+21
+0.6% +$4.37K ﹤0.01% 881
2024
Q3 		$678K Buy
3,407
+2,173
+176% +$396K ﹤0.01% 848
2024
Q2 		$205K Buy
1,234
+5
+0.4% +$867 ﹤0.01% 1278
2024
Q1 		$231K Sell
1,229
-256
-17% -$44.6K ﹤0.01% 1212
2023
Q4 		$250K Buy
+1,485
New +$236K ﹤0.01% 1120

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

Lido Advisors's AIZ Position: Q2 2026 in Review

Lido Advisors reduced its Assurant (AIZ) stake by 27% in Q2 2026, selling an estimated $195K and leaving 2,128 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Lido Advisors first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $731K in Q4 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Lido Advisors held 2,128 shares of Assurant worth $571K as of Q2 2026.
  • Lido Advisors sold 802 Assurant shares in Q2 2026, an estimated $195K.
  • Assurant made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1393 holding.
  • Lido Advisors first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • Lido Advisors's Assurant position peaked at $731K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.