McDonald Partners’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.9K Buy
+130
New +$31.7K 0.01% 349

Other funds holding AIZ

McDonald Partners's AIZ Position: Q2 2026 in Review

McDonald Partners opened a new position in Assurant (AIZ) in Q2 2026: 130 shares worth $34.9K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings.

147 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • McDonald Partners held 130 shares of Assurant worth $34.9K as of Q2 2026.
  • Assurant was a new McDonald Partners position in Q2 2026.
  • Assurant made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #349 holding.
  • 147 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.