RWM
AIZ icon

Ritholtz Wealth Management’s Assurant AIZ Stock Holding History

Ritholtz Wealth Management’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 		$531K Buy
1,977
+7
+0.4% +$1.71K 0.01% 837
2026
Q1 		$429K Buy
1,970
+82
+4% +$18.7K 0.01% 839
2025
Q4 		$455K Sell
1,888
-123
-6% -$27.5K 0.01% 748
2025
Q3 		$436K Sell
2,011
-669
-25% -$136K 0.01% 720
2025
Q2 		$529K Sell
2,680
-2,568
-49% -$505K 0.01% 626
2025
Q1 		$1.1M Buy
5,248
+1,199
+30% +$250K 0.03% 376
2024
Q4 		$863K Buy
4,049
+1,518
+60% +$316K 0.03% 402
2024
Q3 		$503K Buy
2,531
+633
+33% +$115K 0.02% 550
2024
Q2 		$315K Buy
1,898
+544
+40% +$94.4K 0.01% 642
2024
Q1 		$255K Buy
+1,354
New +$236K 0.01% 681

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

Ritholtz Wealth Management's AIZ Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Assurant (AIZ) stake by 0.36% in Q2 2026, buying an estimated $1.71K and bringing the position to 1,977 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #837.

Ritholtz Wealth Management first reported a position in AIZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Ritholtz Wealth Management held 1,977 shares of Assurant worth $531K as of Q2 2026.
  • Ritholtz Wealth Management bought 7 Assurant shares in Q2 2026, an estimated $1.71K.
  • Assurant made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #837 holding.
  • Ritholtz Wealth Management first reported a position in Assurant in Q1 2024 and has held it in 10 quarters since.
  • Ritholtz Wealth Management's Assurant position peaked at $1.1M in Q1 2025.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.