MAS
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Meeder Advisory Services’s Assurant AIZ Stock Holding History

Meeder Advisory Services’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 		$401K Sell
1,495
-952
-39% -$232K 0.01% 485
2026
Q1 		$533K Sell
2,447
-239
-9% -$54.5K 0.02% 382
2025
Q4 		$647K Buy
2,686
+1,185
+79% +$265K 0.03% 345
2025
Q3 		$325K Sell
1,501
-214
-12% -$43.4K 0.02% 470
2025
Q2 		$339K Buy
1,715
+340
+25% +$66.8K 0.02% 458
2025
Q1 		$288K Buy
1,375
+159
+13% +$33.2K 0.02% 465
2024
Q4 		$259K Buy
1,216
+82
+7% +$17.1K 0.02% 476
2024
Q3 		$226K Buy
+1,134
New +$207K 0.01% 499

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

Meeder Advisory Services's AIZ Position: Q2 2026 in Review

Meeder Advisory Services reduced its Assurant (AIZ) stake by 39% in Q2 2026, selling an estimated $232K and leaving 1,495 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #485.

Meeder Advisory Services first reported a position in AIZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $647K in Q4 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Meeder Advisory Services held 1,495 shares of Assurant worth $401K as of Q2 2026.
  • Meeder Advisory Services sold 952 Assurant shares in Q2 2026, an estimated $232K.
  • Assurant made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #485 holding.
  • Meeder Advisory Services first reported a position in Assurant in Q3 2024 and has held it in 8 quarters since.
  • Meeder Advisory Services's Assurant position peaked at $647K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.