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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
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

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

MOTCO's AIZ Position: Q2 2026 in Review

MOTCO opened a new position in Assurant (AIZ) in Q2 2026: 2 shares worth $537. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: MOTCO previously reported a position in AIZ as recently as Q4 2025.

MOTCO first reported a position in AIZ in Q2 2019 and has held it in 6 quarters since. The position peaked at $4K in Q2 2019. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • MOTCO held 2 shares of Assurant worth $537 as of Q2 2026.
  • Assurant was a new MOTCO position in Q2 2026.
  • Assurant made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #669 holding.
  • MOTCO first reported a position in Assurant in Q2 2019 and has held it in 6 quarters since.
  • MOTCO's Assurant position peaked at $4K in Q2 2019.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.