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Sachetta’s Assurant AIZ Stock Holding History

Sachetta’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 		$2.95K Buy
11
+1
+10% +$244 ﹤0.01% 773
2026
Q1 		$2.18K Hold
10
– – ﹤0.01% 878
2025
Q4 		$2.41K Hold
10
– – ﹤0.01% 718
2025
Q3 		$2.17K Buy
+10
New +$2.03K ﹤0.01% 805
2025
Q2 		– Sell
-11
Closed -$2.31K – 1099
2025
Q1 		$2.31K Hold
11
– – ﹤0.01% 759
2024
Q4 		$2.35K Hold
11
– – ﹤0.01% 784
2024
Q3 		$2.19K Hold
11
– – ﹤0.01% 850
2024
Q2 		$1.94K Sell
11
-5
-31% -$867 ﹤0.01% 836
2024
Q1 		$2.7K Hold
16
– – ﹤0.01% 658
2023
Q4 		$2.7K Buy
+16
New +$2.54K ﹤0.01% 658

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

Sachetta's AIZ Position: Q2 2026 in Review

Sachetta increased its Assurant (AIZ) stake by 10% in Q2 2026, buying an estimated $244 and bringing the position to 11 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Sachetta first reported a position in AIZ in Q4 2023 and has held it in 10 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Sachetta held 11 shares of Assurant worth $2.95K as of Q2 2026.
  • Sachetta bought 1 Assurant share in Q2 2026, an estimated $244.
  • Assurant made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #773 holding.
  • Sachetta first reported a position in Assurant in Q4 2023 and has held it in 10 quarters since.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.