&Partners’s Assurant AIZ Stock Holding History

&Partners’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	$1.29M	Buy	4,801 +2,668	+125%	+$650K	0.01%	1269
2026 Q1	$465K	Buy	2,133 +99	+5%	+$22.6K	﹤0.01%	1739
2025 Q4	$490K	Buy	+2,034	New	+$454K	﹤0.01%	1620

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

&Partners's AIZ Position: Q2 2026 in Review

&Partners increased its Assurant (AIZ) stake by 125% in Q2 2026, buying an estimated $650K and bringing the position to 4,801 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1269.

&Partners first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

&Partners held 4,801 shares of Assurant worth $1.29M as of Q2 2026.
&Partners bought 2,668 Assurant shares in Q2 2026, an estimated $650K.
Assurant made up 0.01% of &Partners's portfolio in Q2 2026, its #1269 holding.
&Partners first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.