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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
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Root Financial Partners's AIZ Position: Q2 2026 in Review

Root Financial Partners sold out of Assurant (AIZ) in Q2 2026, closing a stake of 246 shares — an estimated $53.6K sold.

Root Financial Partners first reported a position in AIZ in Q3 2025 and held it in 3 quarters. The position peaked at $53.6K in Q1 2026. 164 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Root Financial Partners reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 246 Assurant shares in Q2 2026, an estimated $53.6K.
  • Root Financial Partners first reported a position in Assurant in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Assurant position peaked at $53.6K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.