OneDigital Investment Advisors’s Assurant AIZ Stock Holding History

OneDigital Investment 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	$452K	Buy	1,684 +54	+3%	+$13.2K	﹤0.01%	1081
2026 Q1	$355K	Sell	1,630 -478	-23%	-$109K	﹤0.01%	1109
2025 Q4	$508K	Sell	2,108 -74	-3%	-$16.5K	0.01%	937
2025 Q3	$473K	Buy	2,182 +226	+12%	+$45.9K	﹤0.01%	958
2025 Q2	$386K	Buy	1,956 +26	+1%	+$5.11K	﹤0.01%	1023
2025 Q1	$405K	Buy	1,930 +691	+56%	+$144K	﹤0.01%	942
2024 Q4	$264K	Buy	+1,239	New	+$258K	﹤0.01%	1194

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

OneDigital Investment Advisors's AIZ Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Assurant (AIZ) stake by 3.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,684 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

OneDigital Investment Advisors first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $508K in Q4 2025. 410 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

OneDigital Investment Advisors held 1,684 shares of Assurant worth $452K as of Q2 2026.
OneDigital Investment Advisors bought 54 Assurant shares in Q2 2026, an estimated $13.2K.
Assurant made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1081 holding.
OneDigital Investment Advisors first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
OneDigital Investment Advisors's Assurant position peaked at $508K in Q4 2025.
410 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.