NIM
AIZ icon

NEOS Investment Management’s Assurant AIZ Stock Holding History

NEOS Investment Management’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 		$2.07M Buy
7,719
+955
+14% +$233K 0.01% 509
2026
Q1 		$1.47M Buy
6,764
+5,798
+600% +$1.32M 0.01% 529
2025
Q4 		$233K Sell
966
-2
-0.2% -$447 ﹤0.01% 647
2025
Q3 		$210K Buy
+968
New +$196K ﹤0.01% 624

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

NEOS Investment Management's AIZ Position: Q2 2026 in Review

NEOS Investment Management increased its Assurant (AIZ) stake by 14% in Q2 2026, buying an estimated $233K and bringing the position to 7,719 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #509.

NEOS Investment Management first reported a position in AIZ in Q3 2025 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • NEOS Investment Management held 7,719 shares of Assurant worth $2.07M as of Q2 2026.
  • NEOS Investment Management bought 955 Assurant shares in Q2 2026, an estimated $233K.
  • Assurant made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #509 holding.
  • NEOS Investment Management first reported a position in Assurant in Q3 2025 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.