Oberweis Asset Management’s Assurant AIZ Stock Holding History

Oberweis Asset 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	$32.8M	Buy	122,100 +19,800	+19%	+$4.82M	0.68%	51
2026 Q1	$22.3M	Buy	102,300 +19,300	+23%	+$4.4M	0.66%	47
2025 Q4	$20M	Hold	83,000	–	–	0.73%	52
2025 Q3	$18M	Hold	83,000	–	–	0.69%	55
2025 Q2	$16.4M	Buy	83,000 +2,000	+2%	+$393K	0.71%	49
2025 Q1	$17M	Hold	81,000	–	–	0.85%	38
2024 Q4	$17.3M	Buy	81,000 +12,600	+18%	+$2.62M	0.81%	41
2024 Q3	$13.6M	Buy	68,400 +6,500	+11%	+$1.18M	0.7%	45
2024 Q2	$10.3M	Buy	61,900 +16,900	+38%	+$2.93M	0.63%	56
2024 Q1	$8.47M	Buy	45,000 +14,300	+47%	+$2.49M	0.61%	66
2023 Q4	$5.17M	Buy	+30,700	New	+$4.88M	0.48%	77

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oberweis Asset Management's AIZ Position: Q2 2026 in Review

Oberweis Asset Management increased its Assurant (AIZ) stake by 19% in Q2 2026, buying an estimated $4.82M and bringing the position to 122,100 shares worth $32.8M. The position accounts for 0.68% of the portfolio, ranked #51.

Oberweis Asset Management first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Oberweis Asset Management held 122,100 shares of Assurant worth $32.8M as of Q2 2026.
Oberweis Asset Management bought 19,800 Assurant shares in Q2 2026, an estimated $4.82M.
Assurant made up 0.68% of Oberweis Asset Management's portfolio in Q2 2026, its #51 holding.
Oberweis Asset Management first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Oberweis Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.