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New Age Alpha Advisors’s Assurant AIZ Stock Holding History

New Age Alpha 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 		– Sell
-9,169
Closed -$2M – 933
2026
Q1 		$2M Sell
9,169
-332
-3% -$75.7K 0.09% 302
2025
Q4 		$2.29M Buy
9,501
+9,474
+35,089% +$2.12M 0.1% 296
2025
Q3 		$5.85K Hold
27
– – ﹤0.01% 804
2025
Q2 		$5.33K Hold
27
– – ﹤0.01% 823
2025
Q1 		$5.66K Hold
27
– – ﹤0.01% 891
2024
Q4 		$5.76K Buy
+27
New +$5.62K ﹤0.01% 870

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

New Age Alpha Advisors's AIZ Position: Q2 2026 in Review

New Age Alpha Advisors sold out of Assurant (AIZ) in Q2 2026, closing a stake of 9,169 shares — an estimated $2M sold.

New Age Alpha Advisors first reported a position in AIZ in Q4 2024 and held it in 6 quarters. The position peaked at $2.29M in Q4 2025. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • New Age Alpha Advisors reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 9,169 Assurant shares in Q2 2026, an estimated $2M.
  • New Age Alpha Advisors first reported a position in Assurant in Q4 2024 and held it in 6 quarters.
  • New Age Alpha Advisors's Assurant position peaked at $2.29M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.