Root Financial Partners
AIZ icon

Root Financial Partners’s Assurant AIZ Stock Holding History

Root Financial Partners’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
Q3 		$86.2K Buy
+327
New +$91.5K ﹤0.01% 808
2026
Q2 		– Sell
-246
Closed -$53.6K – 494
2026
Q1 		$53.6K Buy
246
+53
+27% +$12.1K ﹤0.01% 853
2025
Q4 		$46.5K Buy
193
+38
+25% +$8.49K ﹤0.01% 745
2025
Q3 		$33.6K Buy
+155
New +$31.5K ﹤0.01% 831

Other funds holding AIZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Root Financial Partners's AIZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Assurant (AIZ) in Q3 2026: 327 shares worth $86.2K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AIZ as recently as Q1 2026.

Root Financial Partners first reported a position in AIZ in Q3 2025 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Root Financial Partners held 327 shares of Assurant worth $86.2K as of Q3 2026.
  • Assurant was a new Root Financial Partners position in Q3 2026.
  • Assurant made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #808 holding.
  • Root Financial Partners first reported a position in Assurant in Q3 2025 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.