Spire Wealth Management’s Assurant AIZ Stock Holding History

Spire Wealth Management’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	$3.49K	Buy	13 +1	+8%	+$244	﹤0.01%	1894
2026 Q1	$2.61K	Hold	12	–	–	﹤0.01%	1988
2025 Q4	$2.89K	Hold	12	–	–	﹤0.01%	2027
2025 Q3	$2.6K	Buy	12 +1	+9%	+$203	﹤0.01%	2110
2025 Q2	$2.18K	Sell	11 -1	-8%	-$197	﹤0.01%	2154
2025 Q1	$2.52K	Hold	12	–	–	﹤0.01%	2231
2024 Q4	$2.56K	Hold	12	–	–	﹤0.01%	2196
2024 Q3	$2.39K	Buy	12 +8	+200%	+$1.46K	﹤0.01%	1967
2024 Q2	$665	Hold	4	–	–	﹤0.01%	2168
2024 Q1	$753	Hold	4	–	–	﹤0.01%	2247
2023 Q4	$671	Buy	+4	New	+$636	﹤0.01%	2324
2023 Q2	–	Sell	-24	Closed	-$2.88K	–	2386
2023 Q1	$2.88K	Buy	+24	New	+$3K	﹤0.01%	2176
2022 Q3	–	Sell	-3	Closed	-$1K	–	2176
2022 Q2	$1K	Buy	+3	New	+$543	﹤0.01%	2451

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spire Wealth Management's AIZ Position: Q2 2026 in Review

Spire Wealth Management increased its Assurant (AIZ) stake by 8.3% in Q2 2026, buying an estimated $244 and bringing the position to 13 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Spire Wealth Management first reported a position in AIZ in Q2 2022 and has held it in 13 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Spire Wealth Management held 13 shares of Assurant worth $3.49K as of Q2 2026.
Spire Wealth Management bought 1 Assurant share in Q2 2026, an estimated $244.
Assurant made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1894 holding.
Spire Wealth Management first reported a position in Assurant in Q2 2022 and has held it in 13 quarters since.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.