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Private Wealth Management Group’s Assurant AIZ Stock Holding History

Private Wealth Management Group’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 		$1.61K Hold
6
– – ﹤0.01% 1204
2026
Q1 		$1.31K Hold
6
– – ﹤0.01% 1187
2025
Q4 		$1.45K Hold
6
– – ﹤0.01% 1178
2025
Q3 		$1.3K Sell
6
-9
-60% -$1.83K ﹤0.01% 1220
2025
Q2 		$2.96K Hold
15
– – ﹤0.01% 965
2025
Q1 		$3.15K Hold
15
– – ﹤0.01% 896
2024
Q4 		$3.2K Hold
15
– – ﹤0.01% 921
2024
Q3 		$2.98K Hold
15
– – ﹤0.01% 923
2024
Q2 		$2.49K Hold
15
– – ﹤0.01% 973
2024
Q1 		$2.82K Buy
15
+1
+7% +$174 ﹤0.01% 831
2023
Q4 		$2.36K Buy
+14
New +$2.23K ﹤0.01% 907

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

Private Wealth Management Group's AIZ Position: Q2 2026 in Review

Private Wealth Management Group held its Assurant (AIZ) position steady in Q2 2026 at 6 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Private Wealth Management Group first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.2K in Q4 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Private Wealth Management Group held 6 shares of Assurant worth $1.61K as of Q2 2026.
  • Private Wealth Management Group left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1204 holding.
  • Private Wealth Management Group first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Assurant position peaked at $3.2K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.