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Summit Securities Group’s Assurant AIZ Stock Holding History

Summit Securities 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 		$3.22K Buy
12
+4
+50% +$974 ﹤0.01% 1043
2026
Q1 		$1.74K Sell
8
-66
-89% -$15K ﹤0.01% 957
2025
Q4 		$17.8K Sell
74
-12
-14% -$2.68K ﹤0.01% 817
2025
Q3 		$18.6K Buy
86
+52
+153% +$10.6K ﹤0.01% 785
2025
Q2 		$6.71K Buy
+34
New +$6.68K ﹤0.01% 947
2023
Q3 		– Sell
-70
Closed -$9K – 541
2023
Q2 		$9K Sell
70
-32
-31% -$3.98K ﹤0.01% 782
2023
Q1 		$12K Buy
102
+49
+92% +$6.13K ﹤0.01% 675
2022
Q4 		$7K Sell
53
-2,231
-98% -$297K ﹤0.01% 1061
2022
Q3 		$332K Buy
2,284
+2,172
+1,939% +$355K 0.02% 316
2022
Q2 		$19K Buy
112
+88
+367% +$15.9K ﹤0.01% 769
2022
Q1 		$4K Buy
+24
New +$3.93K ﹤0.01% 987
2015
Q3 		– Sell
-731
Closed -$49K – 353
2015
Q2 		$49K Buy
+731
New +$47.1K 0.02% 183

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

Summit Securities Group's AIZ Position: Q2 2026 in Review

Summit Securities Group increased its Assurant (AIZ) stake by 50% in Q2 2026, buying an estimated $974 and bringing the position to 12 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Summit Securities Group first reported a position in AIZ in Q2 2015 and has held it in 12 quarters since. The position peaked at $332K in Q3 2022. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Summit Securities Group held 12 shares of Assurant worth $3.22K as of Q2 2026.
  • Summit Securities Group bought 4 Assurant shares in Q2 2026, an estimated $974.
  • Assurant made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1043 holding.
  • Summit Securities Group first reported a position in Assurant in Q2 2015 and has held it in 12 quarters since.
  • Summit Securities Group's Assurant position peaked at $332K in Q3 2022.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.