Sumitomo Mitsui DS Asset Management’s Assurant AIZ Stock Holding History

Sumitomo Mitsui DS Asset 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	$437K	Hold	1,628	–	–	﹤0.01%	688
2026 Q1	$355K	Buy	1,628 +345	+27%	+$78.7K	﹤0.01%	700
2025 Q4	$309K	Hold	1,283	–	–	﹤0.01%	707
2025 Q3	$278K	Hold	1,283	–	–	﹤0.01%	707
2025 Q2	$253K	Sell	1,283 -4,807	-79%	-$945K	﹤0.01%	709
2025 Q1	$1.28M	Sell	6,090 -54	-0.9%	-$11.3K	0.01%	580
2024 Q4	$1.31M	Sell	6,144 -775	-11%	-$161K	0.01%	578
2024 Q3	$1.38M	Buy	6,919 +78	+1%	+$14.2K	0.01%	569
2024 Q2	$1.14M	Sell	6,841 -6	-0.1%	-$1.04K	0.01%	582
2024 Q1	$1.29M	Buy	6,847 +1,848	+37%	+$322K	0.02%	546
2023 Q4	$842K	Buy	4,999 +206	+4%	+$32.7K	0.01%	645
2023 Q3	$688K	Sell	4,793 -13	-0.3%	-$1.78K	0.01%	637
2023 Q2	$604K	Buy	4,806 +34	+0.7%	+$4.23K	0.01%	652
2023 Q1	$573K	Buy	4,772 +87	+2%	+$10.9K	0.01%	645
2022 Q4	$586K	Hold	4,685	–	–	0.01%	626
2022 Q3	$681K	Buy	4,685 +34	+0.7%	+$5.55K	0.02%	575
2022 Q2	$804K	Buy	4,651 +947	+26%	+$172K	0.02%	536
2022 Q1	$673K	Sell	3,704 -31	-0.8%	-$5.08K	0.01%	599
2021 Q4	$582K	Hold	3,735	–	–	0.01%	649
2021 Q3	$589K	Sell	3,735 -27	-0.7%	-$4.36K	0.01%	627
2021 Q2	$587K	Buy	3,762 +10	+0.3%	+$1.56K	0.01%	644
2021 Q1	$531K	Hold	3,752	–	–	0.01%	628
2020 Q4	$511K	Hold	3,752	–	–	0.01%	609
2020 Q3	$455K	Buy	3,752 +42	+1%	+$4.82K	0.01%	586
2020 Q2	$383K	Hold	3,710	–	–	0.01%	607
2020 Q1	$386K	Sell	3,710 -71	-2%	-$8.75K	0.02%	555
2019 Q4	$495K	Hold	3,781	–	–	0.02%	594
2019 Q3	$475K	Buy	3,781 +979	+35%	+$116K	0.02%	568
2019 Q2	$298K	Sell	2,802 -807	-22%	-$79.8K	0.01%	651
2019 Q1	$342K	Hold	3,609	–	–	0.01%	737
2018 Q4	$322K	Hold	3,609	–	–	0.01%	720
2018 Q3	$389K	Hold	3,609	–	–	0.01%	733
2018 Q2	$373K	Sell	3,609 -7	-0.2%	-$658	0.01%	733
2018 Q1	$330K	Sell	3,616 -52	-1%	-$4.75K	﹤0.01%	747
2017 Q4	$369K	Sell	3,668 -966	-21%	-$95.5K	0.01%	753
2017 Q3	$442K	Hold	4,634	–	–	0.01%	685
2017 Q2	$480K	Sell	4,634 -40	-0.9%	-$3.98K	0.01%	684
2017 Q1	$447K	Buy	4,674 +463	+11%	+$44.8K	0.01%	685
2016 Q4	$391K	Sell	4,211 -1,034	-20%	-$90.4K	0.01%	687
2016 Q3	$483K	Hold	5,245	–	–	0.01%	631
2016 Q2	$452K	Buy	5,245 +56	+1%	+$4.7K	0.01%	611
2016 Q1	$400K	Buy	5,189 +409	+9%	+$31K	0.01%	635
2015 Q4	$384K	Hold	4,780	–	–	0.01%	639
2015 Q3	$377K	Sell	4,780 -1,024	-18%	-$76.5K	0.01%	643
2015 Q2	$388K	Buy	5,804 +51	+0.9%	+$3.29K	0.01%	669
2015 Q1	$353K	Sell	5,753 -493	-8%	-$31.2K	0.01%	673
2014 Q4	$427K	Sell	6,246 -709	-10%	-$47.2K	0.01%	658
2014 Q3	$447K	Sell	6,955 -653	-9%	-$42.7K	0.01%	669
2014 Q2	$498K	Hold	7,608	–	–	0.01%	675
2014 Q1	$494K	Sell	7,608 -226	-3%	-$14.8K	0.01%	691
2013 Q4	$519K	Sell	7,834 -2,067	-21%	-$126K	0.02%	686
2013 Q3	$535K	Sell	9,901 -779	-7%	-$42.1K	0.02%	670
2013 Q2	$543K	Buy	+10,680	New	+$518K	0.02%	662

Other funds holding AIZ

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

OIAM

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

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PAS

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

GIA

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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management's AIZ Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Assurant (AIZ) position steady in Q2 2026 at 1,628 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Sumitomo Mitsui DS Asset Management first reported a position in AIZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.38M in Q3 2024. 118 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 1,628 shares of Assurant worth $437K as of Q2 2026.
Sumitomo Mitsui DS Asset Management left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #688 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Assurant in Q2 2013 and has held it in 53 quarters since.
Sumitomo Mitsui DS Asset Management's Assurant position peaked at $1.38M in Q3 2024.
118 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.