SAG
AIZ icon

SageView Advisory Group’s Assurant AIZ Stock Holding History

SageView Advisory Group’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 		$272K Sell
1,011
-40
-4% -$9.74K 0.01% 523
2026
Q1 		$229K Sell
1,051
-109
-9% -$24.9K 0.01% 545
2025
Q4 		$280K Sell
1,160
-63
-5% -$14.1K 0.01% 505
2025
Q3 		$265K Buy
+1,223
New +$248K 0.01% 553

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

SageView Advisory Group's AIZ Position: Q2 2026 in Review

SageView Advisory Group reduced its Assurant (AIZ) stake by 3.8% in Q2 2026, selling an estimated $9.74K and leaving 1,011 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #523.

SageView Advisory Group first reported a position in AIZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • SageView Advisory Group held 1,011 shares of Assurant worth $272K as of Q2 2026.
  • SageView Advisory Group sold 40 Assurant shares in Q2 2026, an estimated $9.74K.
  • Assurant made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #523 holding.
  • SageView Advisory Group first reported a position in Assurant in Q3 2025 and has held it in 4 quarters since.
  • SageView Advisory Group's Assurant position peaked at $280K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.