Sumitomo Mitsui Trust Group
AIZ icon

Sumitomo Mitsui Trust Group’s Assurant AIZ Stock Holding History

Sumitomo Mitsui Trust 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 		$762K Buy
2,838
+132
+5% +$32.1K ﹤0.01% 913
2026
Q1 		$589K Sell
2,706
-9,291
-77% -$2.12M ﹤0.01% 910
2025
Q4 		$2.89M Buy
11,997
+7,983
+199% +$1.78M ﹤0.01% 767
2025
Q3 		$869K Buy
4,014
+223
+6% +$45.2K ﹤0.01% 875
2025
Q2 		$749K Sell
3,791
-112,540
-97% -$22.1M ﹤0.01% 880
2025
Q1 		$24.4M Buy
116,331
+1,114
+1% +$232K 0.02% 613
2024
Q4 		$24.6M Sell
115,217
-15,784
-12% -$3.28M 0.02% 615
2024
Q3 		$26.1M Sell
131,001
-6,136
-4% -$1.12M 0.02% 602
2024
Q2 		$22.8M Sell
137,137
-693
-0.5% -$120K 0.02% 612
2024
Q1 		$25.9M Sell
137,830
-11,355
-8% -$1.98M 0.02% 661
2023
Q4 		$25.1M Buy
149,185
+1,735
+1% +$276K 0.02% 659
2023
Q3 		$21.2M Sell
147,450
-19,792
-12% -$2.71M 0.02% 689
2023
Q2 		$21M Sell
167,242
-20,567
-11% -$2.56M 0.02% 700
2023
Q1 		$22.6M Sell
187,809
-49,387
-21% -$6.18M 0.02% 705
2022
Q4 		$29.7M Sell
237,196
-18,453
-7% -$2.46M 0.02% 636
2022
Q3 		$37.1M Sell
255,649
-82,540
-24% -$13.5M 0.03% 565
2022
Q2 		$58.5M Buy
338,189
+116,613
+53% +$21.1M 0.05% 451
2022
Q1 		$40.3M Sell
221,576
-130,473
-37% -$21.4M 0.03% 595
2021
Q4 		$54.9M Buy
352,049
+23,881
+7% +$3.79M 0.03% 517
2021
Q3 		$51.8M Sell
328,168
-37,982
-10% -$6.13M 0.03% 538
2021
Q2 		$57.2M Sell
366,150
-43,396
-11% -$6.78M 0.03% 510
2021
Q1 		$58.1M Buy
409,546
+10,435
+3% +$1.41M 0.04% 494
2020
Q4 		$54.4M Sell
399,111
-27,372
-6% -$3.54M 0.04% 504
2020
Q3 		$51.7M Buy
426,483
+18,049
+4% +$2.07M 0.03% 483
2020
Q2 		$42.2M Buy
408,434
+57,784
+16% +$5.98M 0.03% 540
2020
Q1 		$36.5M Buy
350,650
+126,807
+57% +$15.6M 0.03% 527
2019
Q4 		$29.3M Buy
223,843
+7,257
+3% +$934K 0.02% 617
2019
Q3 		$27.3M Buy
216,586
+738
+0.3% +$87.6K 0.02% 603
2019
Q2 		$23M Sell
215,848
-1,416
-0.7% -$140K 0.02% 632
2019
Q1 		$20.6M Buy
217,264
+6,633
+3% +$642K 0.02% 627
2018
Q4 		$18.6M Buy
210,631
+23,402
+12% +$2.29M 0.02% 610
2018
Q3 		$20.2M Sell
187,229
-469
-0.2% -$49.7K 0.02% 613
2018
Q2 		$19.4M Buy
187,698
+11,096
+6% +$1.04M 0.02% 617
2018
Q1 		$16.1M Buy
176,602
+1,317
+0.8% +$120K 0.02% 628
2017
Q4 		$17.7M Sell
175,285
-15,576
-8% -$1.54M 0.02% 615
2017
Q3 		$18.2M Sell
190,861
-7,866
-4% -$786K 0.03% 587
2017
Q2 		$20.6M Sell
198,727
-6,151
-3% -$613K 0.03% 565
2017
Q1 		$19.6M Sell
204,878
-120
-0.1% -$11.6K 0.03% 565
2016
Q4 		$19M Sell
204,998
-11,032
-5% -$964K 0.03% 564
2016
Q3 		$19.9M Buy
216,030
+7,419
+4% +$649K 0.03% 543
2016
Q2 		$18M Sell
208,611
-7,720
-4% -$648K 0.03% 551
2016
Q1 		$16.7M Buy
216,331
+11,916
+6% +$905K 0.03% 572
2015
Q4 		$16.6M Buy
204,415
+7,113
+4% +$587K 0.03% 567
2015
Q3 		$15.6M Buy
197,302
+15,019
+8% +$1.12M 0.03% 573
2015
Q2 		$12.2M Sell
182,283
-36,249
-17% -$2.34M 0.02% 632
2015
Q1 		$13.4M Buy
218,532
+6,708
+3% +$425K 0.02% 601
2014
Q4 		$14.7M Sell
211,824
-15,941
-7% -$1.06M 0.03% 580
2014
Q3 		$14.6M Buy
227,765
+32,510
+17% +$2.13M 0.03% 576
2014
Q2 		$12.8M Buy
195,255
+3,923
+2% +$262K 0.03% 586
2014
Q1 		$12.4M Sell
191,332
-6,752
-3% -$442K 0.03% 588
2013
Q4 		$13.1M Sell
198,084
-12,789
-6% -$782K 0.03% 584
2013
Q3 		$11.4M Sell
210,873
-741
-0.4% -$40.1K 0.02% 595
2013
Q2 		$10.8M Buy
+211,614
New +$10.3M 0.02% 590

Other funds holding AIZ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AIZ Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Assurant (AIZ) stake by 4.9% in Q2 2026, buying an estimated $32.1K and bringing the position to 2,838 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Sumitomo Mitsui Trust Group first reported a position in AIZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $58.5M in Q2 2022. 198 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 2,838 shares of Assurant worth $762K as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 132 Assurant shares in Q2 2026, an estimated $32.1K.
  • Assurant made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #913 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Assurant in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Assurant position peaked at $58.5M in Q2 2022.
  • 198 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.