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Principia Wealth Advisory’s Assurant AIZ Stock Holding History

Principia Wealth Advisory’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 		$1.07K Hold
4
– – ﹤0.01% 747
2026
Q1 		$871 Hold
4
– – ﹤0.01% 734
2025
Q4 		$963 Sell
4
-816
-100% -$182K ﹤0.01% 681
2025
Q3 		$178K Sell
820
-11
-1% -$2.23K 0.12% 79
2025
Q2 		$164K Buy
831
+9
+1% +$1.77K 0.14% 67
2025
Q1 		$159K Buy
822
+3
+0.4% +$626 0.15% 58
2024
Q4 		$175K Buy
+819
New +$170K 0.16% 53

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

Principia Wealth Advisory's AIZ Position: Q2 2026 in Review

Principia Wealth Advisory held its Assurant (AIZ) position steady in Q2 2026 at 4 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Principia Wealth Advisory first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $178K in Q3 2025. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of Assurant worth $1.07K as of Q2 2026.
  • Principia Wealth Advisory left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #747 holding.
  • Principia Wealth Advisory first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Assurant position peaked at $178K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.