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SC&H Financial Advisors’s Assurant AIZ Stock Holding History

SC&H Financial 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 		$298K Hold
1,110
– – 0.04% 130
2026
Q1 		$242K Hold
1,110
– – 0.04% 139
2025
Q4 		$267K Hold
1,110
– – 0.04% 134
2025
Q3 		$240K Hold
1,110
– – 0.04% 138
2025
Q2 		$219K Hold
1,110
– – 0.04% 144
2025
Q1 		$233K Hold
1,110
– – 0.05% 138
2024
Q4 		$237K Hold
1,110
– – 0.05% 134
2024
Q3 		$221K Buy
+1,110
New +$202K 0.05% 143
2024
Q2 		– Sell
-1,110
Closed -$209K – 145
2024
Q1 		$209K Buy
+1,110
New +$193K 0.05% 140
2022
Q3 		– Sell
-1,480
Closed -$256K – 127
2022
Q2 		$256K Hold
1,480
– – 0.12% 123
2022
Q1 		$269K Hold
1,480
– – 0.13% 128
2021
Q4 		$231K Buy
+1,480
New +$235K 0.13% 141

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

SC&H Financial Advisors's AIZ Position: Q2 2026 in Review

SC&H Financial Advisors held its Assurant (AIZ) position steady in Q2 2026 at 1,110 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #130.

SC&H Financial Advisors first reported a position in AIZ in Q4 2021 and has held it in 12 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • SC&H Financial Advisors held 1,110 shares of Assurant worth $298K as of Q2 2026.
  • SC&H Financial Advisors left its Assurant share count unchanged in Q2 2026.
  • Assurant made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • SC&H Financial Advisors first reported a position in Assurant in Q4 2021 and has held it in 12 quarters since.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.