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Sanctuary Advisors’s Assurant AIZ Stock Holding History

Sanctuary Advisors’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 		$523K Buy
1,946
+49
+3% +$11.9K ﹤0.01% 1948
2026
Q1 		$413K Sell
1,897
-96
-5% -$21.9K ﹤0.01% 1896
2025
Q4 		$480K Buy
1,993
+184
+10% +$41.1K ﹤0.01% 1755
2025
Q3 		$392K Sell
1,809
-130
-7% -$26.4K ﹤0.01% 1842
2025
Q2 		$383K Sell
1,939
-50
-3% -$9.82K ﹤0.01% 1776
2025
Q1 		$417K Sell
1,989
-928
-32% -$194K ﹤0.01% 1619
2024
Q4 		$638K Sell
2,917
-33
-1% -$6.87K ﹤0.01% 1543
2024
Q3 		$667K Buy
2,950
+204
+7% +$37.2K ﹤0.01% 1520
2024
Q2 		$475K Buy
+2,746
New +$476K ﹤0.01% 1675

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's AIZ Position: Q2 2026 in Review

Sanctuary Advisors increased its Assurant (AIZ) stake by 2.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,946 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Sanctuary Advisors first reported a position in AIZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $667K in Q3 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Sanctuary Advisors held 1,946 shares of Assurant worth $523K as of Q2 2026.
  • Sanctuary Advisors bought 49 Assurant shares in Q2 2026, an estimated $11.9K.
  • Assurant made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1948 holding.
  • Sanctuary Advisors first reported a position in Assurant in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Assurant position peaked at $667K in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.