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TD Private Client Wealth’s Assurant AIZ Stock Holding History

TD Private Client Wealth’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
Q1 		$267K Buy
1,228
+1
+0.1% +$228 0.01% 592
2025
Q4 		$296K Buy
1,227
+91
+8% +$20.3K 0.01% 580
2025
Q3 		$246K Buy
1,136
+593
+109% +$120K 0.01% 619
2025
Q2 		$107K Buy
543
+122
+29% +$24K ﹤0.01% 727
2025
Q1 		$88.3K Buy
421
+228
+118% +$47.6K ﹤0.01% 719
2024
Q4 		$41.2K Buy
193
+161
+503% +$33.5K ﹤0.01% 859
2024
Q3 		$6.36K Sell
32
-3
-9% -$547 ﹤0.01% 1097
2024
Q2 		$5.82K Sell
35
-31
-47% -$5.38K ﹤0.01% 1085
2024
Q1 		$12.4K Sell
66
-3
-4% -$523 ﹤0.01% 1011
2023
Q4 		$11.6K Buy
69
+2
+3% +$318 ﹤0.01% 1028
2023
Q3 		$9.62K Sell
67
-174
-72% -$23.8K ﹤0.01% 1037
2023
Q2 		$30.3K Buy
241
+15
+7% +$1.87K ﹤0.01% 884
2023
Q1 		$27.1K Sell
226
-15
-6% -$1.88K ﹤0.01% 889
2022
Q4 		$30.1K Buy
241
+169
+235% +$22.5K ﹤0.01% 847
2022
Q3 		$10.5K Sell
72
-32
-31% -$5.22K ﹤0.01% 991
2022
Q2 		$18K Sell
104
-31
-23% -$5.61K ﹤0.01% 938
2022
Q1 		$24.5K Buy
135
+7
+5% +$1.15K ﹤0.01% 910
2021
Q4 		$19.9K Sell
128
-2
-2% -$317 ﹤0.01% 855
2021
Q3 		$20.5K Buy
130
+8
+7% +$1.29K ﹤0.01% 845
2021
Q2 		$19.1K Buy
122
+2
+2% +$312 ﹤0.01% 855
2021
Q1 		$17K Hold
120
– – ﹤0.01% 843
2020
Q4 		$16.3K Buy
120
+13
+12% +$1.68K ﹤0.01% 799
2020
Q3 		$13K Hold
107
– – ﹤0.01% 772
2020
Q2 		$11.1K Sell
107
-23
-18% -$2.38K ﹤0.01% 788
2020
Q1 		$13.5K Buy
130
+36
+38% +$4.44K ﹤0.01% 731
2019
Q4 		$12.3K Buy
+94
New +$12.1K ﹤0.01% 740

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Private Client Wealth's AIZ Position: Q1 2026 in Review

TD Private Client Wealth increased its Assurant (AIZ) stake by 0.08% in Q1 2026, buying an estimated $228 and bringing the position to 1,228 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #592.

TD Private Client Wealth first reported a position in AIZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $296K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • TD Private Client Wealth held 1,228 shares of Assurant worth $267K as of Q1 2026.
  • TD Private Client Wealth bought 1 Assurant share in Q1 2026, an estimated $228.
  • Assurant made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #592 holding.
  • TD Private Client Wealth first reported a position in Assurant in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Assurant position peaked at $296K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.