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
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

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meeder Advisory Services's AIZ Position: Q1 2026 in Review

Meeder Advisory Services reduced its Assurant (AIZ) stake by 8.9% in Q1 2026, selling an estimated $54.5K and leaving 2,447 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #382.

Meeder Advisory Services first reported a position in AIZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $647K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Meeder Advisory Services held 2,447 shares of Assurant worth $533K as of Q1 2026.
  • Meeder Advisory Services sold 239 Assurant shares in Q1 2026, an estimated $54.5K.
  • Assurant made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #382 holding.
  • Meeder Advisory Services first reported a position in Assurant in Q3 2024 and has held it in 7 quarters since.
  • Meeder Advisory Services's Assurant position peaked at $647K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.