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LRI Investments’s Assurant AIZ Stock Holding History

LRI Investments’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 		$291K Buy
1,085
+5
+0.5% +$1.22K 0.02% 265
2026
Q1 		$235K Sell
1,080
-12
-1% -$2.74K 0.02% 267
2025
Q4 		$263K Hold
1,092
– – 0.02% 247
2025
Q3 		$236K Buy
1,092
+321
+42% +$65.1K 0.02% 270
2025
Q2 		$152K Buy
771
+43
+6% +$8.45K 0.01% 344
2025
Q1 		$153K Buy
728
+175
+32% +$36.5K 0.01% 312
2024
Q4 		$118K Buy
553
+68
+14% +$14.1K 0.01% 389
2024
Q3 		$104K Buy
485
+436
+890% +$79.4K 0.01% 399
2024
Q2 		$8.19K Buy
+49
New +$8.5K ﹤0.01% 796

Other funds holding AIZ

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LRI Investments's AIZ Position: Q2 2026 in Review

LRI Investments increased its Assurant (AIZ) stake by 0.46% in Q2 2026, buying an estimated $1.22K and bringing the position to 1,085 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #265.

LRI Investments first reported a position in AIZ in Q2 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • LRI Investments held 1,085 shares of Assurant worth $291K as of Q2 2026.
  • LRI Investments bought 5 Assurant shares in Q2 2026, an estimated $1.22K.
  • Assurant made up 0.02% of LRI Investments's portfolio in Q2 2026, its #265 holding.
  • LRI Investments first reported a position in Assurant in Q2 2024 and has held it in 9 quarters since.
  • 186 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.