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Transamerica Financial Advisors’s Assurant AIZ Stock Holding History

Transamerica 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 		$39.7K Buy
147
+39
+36% +$9.5K ﹤0.01% 736
2026
Q1 		$23.6K Buy
108
+56
+108% +$12.8K ﹤0.01% 771
2025
Q4 		$12.6K Buy
52
+11
+27% +$2.46K ﹤0.01% 807
2025
Q3 		$8.7K Buy
+41
New +$8.32K ﹤0.01% 754
2015
Q4 		– Sell
-11
Closed -$1K – 823
2015
Q3 		$1K Buy
+11
New +$821 ﹤0.01% 715

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 $3.38T AUM 44.17% 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

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

Transamerica Financial Advisors increased its Assurant (AIZ) stake by 36% in Q2 2026, buying an estimated $9.5K and bringing the position to 147 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Transamerica Financial Advisors first reported a position in AIZ in Q3 2015 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Transamerica Financial Advisors held 147 shares of Assurant worth $39.7K as of Q2 2026.
  • Transamerica Financial Advisors bought 39 Assurant shares in Q2 2026, an estimated $9.5K.
  • Assurant made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #736 holding.
  • Transamerica Financial Advisors first reported a position in Assurant in Q3 2015 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.