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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
Q2 		$425K Buy
1,581
+353
+29% +$86K 0.01% 539
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

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

TD Private Client Wealth's AIZ Position: Q2 2026 in Review

TD Private Client Wealth increased its Assurant (AIZ) stake by 29% in Q2 2026, buying an estimated $86K and bringing the position to 1,581 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #539.

TD Private Client Wealth first reported a position in AIZ in Q4 2019 and has held it in 27 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • TD Private Client Wealth held 1,581 shares of Assurant worth $425K as of Q2 2026.
  • TD Private Client Wealth bought 353 Assurant shares in Q2 2026, an estimated $86K.
  • Assurant made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #539 holding.
  • TD Private Client Wealth first reported a position in Assurant in Q4 2019 and has held it in 27 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.