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AIZ icon

True Wealth Design’s Assurant AIZ Stock Holding History

True Wealth Design’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 		$7.79K Buy
29
+4
+16% +$974 ﹤0.01% 1164
2026
Q1 		$5.45K Buy
25
+12
+92% +$2.74K ﹤0.01% 1176
2025
Q4 		$3.2K Sell
13
-1
-7% -$223 ﹤0.01% 1270
2025
Q3 		$3.1K Buy
14
+13
+1,300% +$2.64K ﹤0.01% 1296
2025
Q2 		$198 Sell
1
-129
-99% -$25.4K ﹤0.01% 2075
2025
Q1 		$27.3K Buy
130
+4
+3% +$835 0.01% 290
2024
Q4 		$26.9K Hold
126
– – 0.01% 280
2024
Q3 		$25.1K Buy
+126
New +$23K 0.01% 292

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

True Wealth Design's AIZ Position: Q2 2026 in Review

True Wealth Design increased its Assurant (AIZ) stake by 16% in Q2 2026, buying an estimated $974 and bringing the position to 29 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

True Wealth Design first reported a position in AIZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.3K in Q1 2025. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • True Wealth Design held 29 shares of Assurant worth $7.79K as of Q2 2026.
  • True Wealth Design bought 4 Assurant shares in Q2 2026, an estimated $974.
  • Assurant made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1164 holding.
  • True Wealth Design first reported a position in Assurant in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Assurant position peaked at $27.3K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.