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Strive Financial Group’s Assurant AIZ Stock Holding History

Strive Financial Group’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 		$176K Buy
654
+538
+464% +$131K 0.08% 161
2026
Q1 		$25K Buy
116
+15
+15% +$3.42K 0.01% 306
2025
Q4 		$24.3K Buy
+101
New +$22.6K 0.01% 304

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

Strive Financial Group's AIZ Position: Q2 2026 in Review

Strive Financial Group increased its Assurant (AIZ) stake by 464% in Q2 2026, buying an estimated $131K and bringing the position to 654 shares worth $176K. The position accounts for 0.08% of the portfolio, ranked #161.

Strive Financial Group first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Strive Financial Group held 654 shares of Assurant worth $176K as of Q2 2026.
  • Strive Financial Group bought 538 Assurant shares in Q2 2026, an estimated $131K.
  • Assurant made up 0.08% of Strive Financial Group's portfolio in Q2 2026, its #161 holding.
  • Strive Financial Group first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.