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Rothschild Investment LLC’s Assurant AIZ Stock Holding History

Rothschild Investment LLC’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 		$7.79K Buy
29
+2
+7% +$487 ﹤0.01% 2030
2026
Q1 		$5.88K Sell
27
-10
-27% -$2.28K ﹤0.01% 1974
2025
Q4 		$8.91K Buy
37
+29
+363% +$6.48K ﹤0.01% 1617
2025
Q3 		$1.73K Sell
8
-12
-60% -$2.44K ﹤0.01% 2317
2025
Q2 		$3.95K Buy
20
+10
+100% +$1.97K ﹤0.01% 1624
2025
Q1 		$2.1K Buy
10
+1
+11% +$209 ﹤0.01% 1869
2024
Q4 		$1.92K Hold
9
– – ﹤0.01% 1826
2024
Q3 		$1.79K Sell
9
-136
-94% -$24.8K ﹤0.01% 1788
2024
Q2 		$24.1K Buy
+145
New +$25.2K ﹤0.01% 927

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's AIZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its Assurant (AIZ) stake by 7.4% in Q2 2026, buying an estimated $487 and bringing the position to 29 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Rothschild Investment LLC first reported a position in AIZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.1K in Q2 2024. 285 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Rothschild Investment LLC held 29 shares of Assurant worth $7.79K as of Q2 2026.
  • Rothschild Investment LLC bought 2 Assurant shares in Q2 2026, an estimated $487.
  • Assurant made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2030 holding.
  • Rothschild Investment LLC first reported a position in Assurant in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Assurant position peaked at $24.1K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.