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Tobias Financial Advisors’s Assurant AIZ Stock Holding History

Tobias Financial Advisors’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 		$679K Hold
2,529
– – 0.09% 81
2026
Q1 		$551K Sell
2,529
-429
-15% -$97.8K 0.08% 84
2025
Q4 		$712K Buy
2,958
+1,732
+141% +$387K 0.1% 82
2025
Q3 		$266K Buy
1,226
+26
+2% +$5.28K 0.04% 107
2025
Q2 		$237K Sell
1,200
-223
-16% -$43.8K 0.04% 108
2025
Q1 		$298K Hold
1,423
– – 0.06% 88
2024
Q4 		$303K Buy
1,423
+223
+19% +$46.4K 0.06% 88
2024
Q3 		$239K Buy
+1,200
New +$219K 0.05% 96
2024
Q2 		– Sell
-1,200
Closed -$226K – 105
2024
Q1 		$226K Hold
1,200
– – 0.05% 91
2023
Q4 		$202K Buy
+1,200
New +$191K 0.05% 90
2023
Q1 		– Sell
-3,712
Closed -$464K – 87
2022
Q4 		$464K Buy
3,712
+576
+18% +$76.7K 0.15% 64
2022
Q3 		$456K Buy
3,136
+100
+3% +$16.3K 0.16% 61
2022
Q2 		$525K Sell
3,036
-1,069
-26% -$194K 0.18% 59
2022
Q1 		$746K Buy
+4,105
New +$672K 0.26% 50
2021
Q4 		– Sell
-4,280
Closed -$675K – 69
2021
Q3 		$675K Sell
4,280
-1,239
-22% -$200K 0.25% 48
2021
Q2 		$862K Sell
5,519
-2
-0% -$312 0.34% 44
2021
Q1 		$783K Buy
5,521
+827
+18% +$111K 0.33% 45
2020
Q4 		$639K Buy
4,694
+23
+0.5% +$2.98K 0.29% 46
2020
Q3 		$567K Buy
+4,671
New +$536K 0.31% 46
2020
Q2 		– Sell
-2,592
Closed -$270K – 64
2020
Q1 		$270K Buy
2,592
+1,792
+224% +$221K 0.2% 43
2019
Q4 		$104K Buy
+800
New +$103K 0.07% 67

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

Tobias Financial Advisors's AIZ Position: Q2 2026 in Review

Tobias Financial Advisors held its Assurant (AIZ) position steady in Q2 2026 at 2,529 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #81.

Tobias Financial Advisors first reported a position in AIZ in Q4 2019 and has held it in 21 quarters since. The position peaked at $862K in Q2 2021. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Tobias Financial Advisors held 2,529 shares of Assurant worth $679K as of Q2 2026.
  • Tobias Financial Advisors left its Assurant share count unchanged in Q2 2026.
  • Assurant made up 0.09% of Tobias Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Tobias Financial Advisors first reported a position in Assurant in Q4 2019 and has held it in 21 quarters since.
  • Tobias Financial Advisors's Assurant position peaked at $862K in Q2 2021.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.