Sax Wealth Advisors’s Assurant AIZ Stock Holding History

Sax Wealth 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	$252K	Hold	1,155	–	–	0.01%	482
2026 Q1	$278K	Hold	1,155	–	–	0.01%	409
2025 Q4	$278K	Buy	+1,155	New	+$258K	0.01%	415

Other funds holding AIZ

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sax Wealth Advisors's AIZ Position: Q2 2026 in Review

Sax Wealth Advisors held its Assurant (AIZ) position steady in Q2 2026 at 1,155 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #482.

Sax Wealth Advisors first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q1 2026. 87 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Sax Wealth Advisors held 1,155 shares of Assurant worth $252K as of Q2 2026.
Sax Wealth Advisors left its Assurant share count unchanged in Q2 2026.
Assurant made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #482 holding.
Sax Wealth Advisors first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
Sax Wealth Advisors's Assurant position peaked at $278K in Q1 2026.
87 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.