Mercer Global Advisors
AIZ icon

Mercer Global Advisors’s Assurant AIZ Stock Holding History

Mercer Global Advisors’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 		$6.68M Buy
24,879
+1,365
+6% +$332K 0.01% 745
2026
Q1 		$5.12M Buy
23,514
+1,715
+8% +$391K 0.01% 750
2025
Q4 		$5.25M Buy
21,799
+872
+4% +$195K 0.01% 708
2025
Q3 		$4.53M Buy
20,927
+2,916
+16% +$592K 0.01% 706
2025
Q2 		$3.56M Buy
18,011
+538
+3% +$106K 0.01% 683
2025
Q1 		$3.66M Buy
17,473
+1,948
+13% +$406K 0.01% 636
2024
Q4 		$3.31M Buy
15,525
+2,186
+16% +$455K 0.01% 661
2024
Q3 		$2.66M Buy
13,339
+1,601
+14% +$292K 0.01% 678
2024
Q2 		$1.95M Buy
11,738
+3,802
+48% +$660K 0.01% 729
2024
Q1 		$1.49M Buy
7,936
+5,261
+197% +$916K ﹤0.01% 813
2023
Q4 		$451K Buy
2,675
+371
+16% +$59K ﹤0.01% 1380
2023
Q3 		$331K Buy
2,304
+434
+23% +$59.5K ﹤0.01% 1464
2023
Q2 		$235K Sell
1,870
-596
-24% -$74.2K ﹤0.01% 1648
2023
Q1 		$296K Sell
2,466
-988
-29% -$124K ﹤0.01% 1522
2022
Q4 		$432K Sell
3,454
-864
-20% -$115K ﹤0.01% 1280
2022
Q3 		$627K Buy
4,318
+2,716
+170% +$443K ﹤0.01% 1035
2022
Q2 		$277K Sell
1,602
-1
-0.1% -$181 ﹤0.01% 1465
2022
Q1 		$291K Sell
1,603
-10
-0.6% -$1.64K ﹤0.01% 1522
2021
Q4 		$251K Buy
+1,613
New +$256K ﹤0.01% 1550

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 $3.37T AUM 44.26% 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

Mercer Global Advisors's AIZ Position: Q2 2026 in Review

Mercer Global Advisors increased its Assurant (AIZ) stake by 5.8% in Q2 2026, buying an estimated $332K and bringing the position to 24,879 shares worth $6.68M. The position accounts for 0.01% of the portfolio, ranked #745.

Mercer Global Advisors first reported a position in AIZ in Q4 2021 and has held it in 19 quarters since. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Mercer Global Advisors held 24,879 shares of Assurant worth $6.68M as of Q2 2026.
  • Mercer Global Advisors bought 1,365 Assurant shares in Q2 2026, an estimated $332K.
  • Assurant made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #745 holding.
  • Mercer Global Advisors first reported a position in Assurant in Q4 2021 and has held it in 19 quarters since.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.