Merit Financial Group’s Assurant AIZ Stock Holding History

Merit Financial Group’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	$397K	Buy	1,480 +90	+6%	+$21.9K	﹤0.01%	1634
2026 Q1	$303K	Sell	1,390 -29	-2%	-$6.61K	﹤0.01%	1649
2025 Q4	$342K	Buy	1,419 +103	+8%	+$23K	﹤0.01%	1485
2025 Q3	$285K	Sell	1,316 -28	-2%	-$5.68K	﹤0.01%	1489
2025 Q2	$265K	Sell	1,344 -62	-4%	-$12.2K	﹤0.01%	1403
2025 Q1	$295K	Buy	1,406 +214	+18%	+$44.7K	﹤0.01%	1128
2024 Q4	$254K	Buy	+1,192	New	+$248K	﹤0.01%	995

Other funds holding AIZ

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Merit Financial Group's AIZ Position: Q2 2026 in Review

Merit Financial Group increased its Assurant (AIZ) stake by 6.5% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,480 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Merit Financial Group first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Merit Financial Group held 1,480 shares of Assurant worth $397K as of Q2 2026.
Merit Financial Group bought 90 Assurant shares in Q2 2026, an estimated $21.9K.
Assurant made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1634 holding.
Merit Financial Group first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.