Raymond James Financial
AIZ icon

Raymond James Financial’s Assurant AIZ Stock Holding History

Raymond James Financial’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 		$15.7M Buy
58,342
+6,226
+12% +$1.52M ﹤0.01% 1756
2026
Q1 		$11.4M Buy
52,116
+2,409
+5% +$549K ﹤0.01% 1911
2025
Q4 		$12M Buy
49,707
+8,696
+21% +$1.94M ﹤0.01% 1816
2025
Q3 		$8.88M Buy
41,011
+13,235
+48% +$2.69M ﹤0.01% 2016
2025
Q2 		$5.49M Buy
27,776
+2,597
+10% +$510K ﹤0.01% 2320
2025
Q1 		$5.28M Buy
25,179
+7,310
+41% +$1.53M ﹤0.01% 2289
2024
Q4 		$3.81M Buy
+17,869
New +$3.72M ﹤0.01% 2492

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 $3.38T AUM 44.17% 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

Raymond James Financial's AIZ Position: Q2 2026 in Review

Raymond James Financial increased its Assurant (AIZ) stake by 12% in Q2 2026, buying an estimated $1.52M and bringing the position to 58,342 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Raymond James Financial first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Raymond James Financial held 58,342 shares of Assurant worth $15.7M as of Q2 2026.
  • Raymond James Financial bought 6,226 Assurant shares in Q2 2026, an estimated $1.52M.
  • Assurant made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1756 holding.
  • Raymond James Financial first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.