R Squared’s Assurant AIZ Stock Holding History

R Squared’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	–	Sell	-1,589	Closed	-$346K	–	517
2026 Q1	$346K	Buy	+1,589	New	+$362K	0.19%	169

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

R Squared's AIZ Position: Q2 2026 in Review

R Squared sold out of Assurant (AIZ) in Q2 2026, closing a stake of 1,589 shares — an estimated $346K sold.

R Squared first reported a position in AIZ in Q1 2026 and held it in 1 quarter. The position peaked at $346K in Q1 2026. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

R Squared reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
R Squared sold 1,589 Assurant shares in Q2 2026, an estimated $346K.
R Squared first reported a position in Assurant in Q1 2026 and held it in 1 quarter.
R Squared's Assurant position peaked at $346K in Q1 2026.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.