MOTCO’s Assurant AIZ Stock Holding History

MOTCO’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 Q3	$527	Hold	2	–	–	﹤0.01%	705
2026 Q2	$537	Buy	+2	New	+$487	﹤0.01%	669
2026 Q1	–	Sell	-3	Closed	-$723	–	600
2025 Q4	$723	Hold	3	–	–	﹤0.01%	601
2025 Q3	$650	Hold	3	–	–	﹤0.01%	616
2025 Q2	$562	Hold	3	–	–	﹤0.01%	587
2025 Q1	$629	Buy	+3	New	+$626	﹤0.01%	572
2019 Q3	–	Sell	-37	Closed	-$4K	–	517
2019 Q2	$4K	Buy	+37	New	+$3.66K	﹤0.01%	734

Other funds holding AIZ

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

MOTCO's AIZ Position: Q3 2026 in Review

MOTCO held its Assurant (AIZ) position steady in Q3 2026 at 2 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #705.

MOTCO first reported a position in AIZ in Q2 2019 and has held it in 7 quarters since. The position peaked at $4K in Q2 2019. 427 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

MOTCO held 2 shares of Assurant worth $527 as of Q3 2026.
MOTCO left its Assurant share count unchanged in Q3 2026.
Assurant made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #705 holding.
MOTCO first reported a position in Assurant in Q2 2019 and has held it in 7 quarters since.
MOTCO's Assurant position peaked at $4K in Q2 2019.
427 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.