Steward Partners Investment Advisory’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74K | Sell |
340
-44
| -11% | -$10K | ﹤0.01% | 2563 |
|
|
2025
Q4 | $92.4K | Sell |
384
-85
| -18% | -$19K | ﹤0.01% | 2344 |
|
|
2025
Q3 | $102K | Buy |
469
+101
| +27% | +$20.5K | ﹤0.01% | 2225 |
|
|
2025
Q2 | $72.6K | Buy |
368
+79
| +27% | +$15.5K | ﹤0.01% | 2286 |
|
|
2025
Q1 | $60.7K | Sell |
289
-476
| -62% | -$99.3K | ﹤0.01% | 2280 |
|
|
2024
Q4 | $163K | Buy |
765
+437
| +133% | +$90.9K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $65.1K | Sell |
328
-97
| -23% | -$17.7K | ﹤0.01% | 2102 |
|
|
2024
Q2 | $70.6K | Sell |
425
-41
| -9% | -$7.11K | ﹤0.01% | 1934 |
|
|
2024
Q1 | $87.8K | Sell |
466
-20
| -4% | -$3.48K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $81.9K | Sell |
486
-419
| -46% | -$66.6K | ﹤0.01% | 1773 |
|
|
2023
Q3 | $130K | Sell |
905
-73
| -7% | -$10K | ﹤0.01% | 1455 |
|
|
2023
Q2 | $123K | Buy |
978
+79
| +9% | +$9.84K | ﹤0.01% | 1484 |
|
|
2023
Q1 | $108K | Sell |
899
-66
| -7% | -$8.26K | ﹤0.01% | 1555 |
|
|
2022
Q4 | $121K | Buy |
965
+257
| +36% | +$34.2K | ﹤0.01% | 1473 |
|
|
2022
Q3 | $103K | Buy |
708
+246
| +53% | +$40.2K | ﹤0.01% | 1483 |
|
|
2022
Q2 | $80K | Buy |
462
+15
| +3% | +$2.72K | ﹤0.01% | 1585 |
|
|
2022
Q1 | $81K | Buy |
447
+77
| +21% | +$12.6K | ﹤0.01% | 1690 |
|
|
2021
Q4 | $58K | Sell |
370
-5
| -1% | -$793 | ﹤0.01% | 1834 |
|
|
2021
Q3 | $59K | Buy |
375
+4
| +1% | +$646 | ﹤0.01% | 1802 |
|
|
2021
Q2 | $58K | Buy |
371
+16
| +5% | +$2.5K | ﹤0.01% | 3014 |
|
|
2021
Q1 | $50.3K | Sell |
355
-903
| -72% | -$122K | ﹤0.01% | 1981 |
|
|
2020
Q4 | $171K | Buy |
1,258
+62
| +5% | +$8.02K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $145K | Buy |
1,196
+50
| +4% | +$5.74K | ﹤0.01% | 1067 |
|
|
2020
Q2 | $118K | Buy |
1,146
+125
| +12% | +$12.9K | ﹤0.01% | 1081 |
|
|
2020
Q1 | $106K | Buy |
1,021
+97
| +10% | +$12K | ﹤0.01% | 977 |
|
|
2019
Q4 | $121K | Buy |
924
+64
| +7% | +$8.24K | ﹤0.01% | 1046 |
|
|
2019
Q3 | $108K | Buy |
860
+18
| +2% | +$2.14K | ﹤0.01% | 1058 |
|
|
2019
Q2 | $89K | Buy |
+842
| New | +$83.2K | ﹤0.01% | 1104 |
|
|
2018
Q4 | – | Sell |
-1,960
| Closed | -$212K | – | 812 |
|
|
2018
Q3 | $212K | Sell |
1,960
-28
| -1% | -$2.96K | 0.01% | 701 |
|
|
2018
Q2 | $206K | Buy |
1,988
+50
| +3% | +$4.7K | 0.01% | 647 |
|
|
2018
Q1 | $177K | Buy |
1,938
+289
| +18% | +$26.4K | 0.01% | 637 |
|
|
2017
Q4 | $166K | Buy |
1,649
+36
| +2% | +$3.56K | 0.01% | 560 |
|
|
2017
Q3 | $154K | Buy |
+1,613
| New | +$161K | 0.02% | 481 |
|
|
2017
Q1 | – | Sell |
-41
| Closed | -$3K | – | 1499 |
|
|
2016
Q4 | $3K | Buy |
+41
| New | +$3.58K | ﹤0.01% | 704 |
|
Other funds holding AIZ
VCM
VPM
Steward Partners Investment Advisory's AIZ Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its Assurant (AIZ) stake by 11% in Q1 2026, selling an estimated $10K and leaving 340 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.
Steward Partners Investment Advisory first reported a position in AIZ in Q4 2016 and has held it in 34 quarters since. The position peaked at $212K in Q3 2018. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.
- Steward Partners Investment Advisory held 340 shares of Assurant worth $74K as of Q1 2026.
- Steward Partners Investment Advisory sold 44 Assurant shares in Q1 2026, an estimated $10K.
- Assurant made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2563 holding.
- Steward Partners Investment Advisory first reported a position in Assurant in Q4 2016 and has held it in 34 quarters since.
- Steward Partners Investment Advisory's Assurant position peaked at $212K in Q3 2018.
- 580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.