MPWT
AIZ icon

MassMutual Private Wealth & Trust’s Assurant AIZ Stock Holding History

MassMutual Private Wealth & Trust’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 		$26.6K Hold
99
– – ﹤0.01% 1021
2026
Q1 		$21.6K Hold
99
– – ﹤0.01% 1054
2025
Q4 		$23.8K Hold
99
– – ﹤0.01% 1047
2025
Q3 		$21.4K Buy
99
+21
+27% +$4.26K ﹤0.01% 1092
2025
Q2 		$15.4K Sell
78
-14
-15% -$2.75K ﹤0.01% 1207
2025
Q1 		$19.3K Buy
92
+7
+8% +$1.46K ﹤0.01% 1038
2024
Q4 		$18.1K Buy
85
+4
+5% +$832 ﹤0.01% 1045
2024
Q3 		$16.1K Buy
81
+9
+13% +$1.64K ﹤0.01% 971
2024
Q2 		$12K Buy
72
+6
+9% +$1.04K ﹤0.01% 1027
2024
Q1 		$12.4K Buy
66
+7
+12% +$1.22K ﹤0.01% 969
2023
Q4 		$9.94K Sell
59
-1
-2% -$159 ﹤0.01% 1017
2023
Q3 		$8.62K Buy
60
+7
+13% +$959 ﹤0.01% 1061
2023
Q2 		$6.66K Buy
53
+23
+77% +$2.86K ﹤0.01% 1107
2023
Q1 		$3.6K Buy
30
+17
+131% +$2.13K ﹤0.01% 1238
2022
Q4 		$2K Hold
13
– – ﹤0.01% 1200
2022
Q3 		$2K Buy
13
+4
+44% +$653 ﹤0.01% 1161
2022
Q2 		$2K Sell
9
-7
-44% -$1.27K ﹤0.01% 1105
2022
Q1 		$3K Buy
16
+4
+33% +$655 ﹤0.01% 1020
2021
Q4 		$2K Hold
12
– – ﹤0.01% 1055
2021
Q3 		$2K Hold
12
– – ﹤0.01% 1018
2021
Q2 		$2K Sell
12
-20
-63% -$3.12K ﹤0.01% 987
2021
Q1 		$5K Buy
+32
New +$4.31K ﹤0.01% 706
2019
Q4 		– Sell
-6
Closed -$1K – 781
2019
Q3 		$1K Buy
+6
New +$712 ﹤0.01% 795

Other funds holding AIZ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM
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

MassMutual Private Wealth & Trust's AIZ Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Assurant (AIZ) position steady in Q2 2026 at 99 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

MassMutual Private Wealth & Trust first reported a position in AIZ in Q3 2019 and has held it in 23 quarters since. 219 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 99 shares of Assurant worth $26.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1021 holding.
  • MassMutual Private Wealth & Trust first reported a position in Assurant in Q3 2019 and has held it in 23 quarters since.
  • 219 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.