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MASECO Private Wealth’s Assurant AIZ Stock Holding History

MASECO Private Wealth’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 		– Sell
-16
Closed -$3.5K – 296
2026
Q1 		$3.5K Hold
16
– – ﹤0.01% 311
2025
Q4 		$3.87K Hold
16
– – ﹤0.01% 443
2025
Q3 		$3.48K Hold
16
– – ﹤0.01% 208
2025
Q2 		$3.17K Buy
+16
New +$3.14K ﹤0.01% 422

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 $3.38T AUM 44.17% 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

MASECO Private Wealth's AIZ Position: Q2 2026 in Review

MASECO Private Wealth sold out of Assurant (AIZ) in Q2 2026, closing a stake of 16 shares — an estimated $3.5K sold.

MASECO Private Wealth first reported a position in AIZ in Q2 2025 and held it in 4 quarters. The position peaked at $3.87K in Q4 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • MASECO Private Wealth reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 16 Assurant shares in Q2 2026, an estimated $3.5K.
  • MASECO Private Wealth first reported a position in Assurant in Q2 2025 and held it in 4 quarters.
  • MASECO Private Wealth's Assurant position peaked at $3.87K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.