Truist Financial
AIZ icon

Truist Financial’s Assurant AIZ Stock Holding History

Truist Financial’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 		$3.62M Buy
13,479
+3,876
+40% +$944K ﹤0.01% 1082
2026
Q1 		$2.09M Buy
9,603
+612
+7% +$140K ﹤0.01% 1296
2025
Q4 		$2.17M Sell
8,991
-12,563
-58% -$2.81M ﹤0.01% 1249
2025
Q3 		$4.67M Buy
21,554
+5,234
+32% +$1.06M 0.01% 915
2025
Q2 		$3.22M Buy
16,320
+402
+3% +$79K ﹤0.01% 1060
2025
Q1 		$3.34M Buy
15,918
+3,923
+33% +$819K 0.01% 992
2024
Q4 		$2.56M Buy
11,995
+8,413
+235% +$1.75M ﹤0.01% 1118
2024
Q3 		$712K Sell
3,582
-600
-14% -$109K ﹤0.01% 1688
2024
Q2 		$695K Sell
4,182
-4,004
-49% -$695K ﹤0.01% 1786
2024
Q1 		$1.54M Buy
8,186
+120
+1% +$20.9K ﹤0.01% 1411
2023
Q4 		$1.36M Buy
8,066
+6,077
+306% +$966K ﹤0.01% 1458
2023
Q3 		$286K Sell
1,989
-432
-18% -$59.2K ﹤0.01% 2279
2023
Q2 		$304K Sell
2,421
-1,020
-30% -$127K ﹤0.01% 2238
2023
Q1 		$413K Sell
3,441
-197
-5% -$24.6K ﹤0.01% 2091
2022
Q4 		$455K Sell
3,638
-1,966
-35% -$262K ﹤0.01% 2025
2022
Q3 		$814K Buy
5,604
+156
+3% +$25.5K ﹤0.01% 1584
2022
Q2 		$941K Sell
5,448
-215
-4% -$38.9K ﹤0.01% 1571
2022
Q1 		$1.03M Sell
5,663
-488
-8% -$79.9K ﹤0.01% 1610
2021
Q4 		$958K Buy
6,151
+800
+15% +$127K ﹤0.01% 1658
2021
Q3 		$844K Sell
5,351
-3,394
-39% -$548K ﹤0.01% 1704
2021
Q2 		$1.37M Sell
8,745
-31,754
-78% -$4.96M ﹤0.01% 1469
2021
Q1 		$5.74M Sell
40,499
-94,901
-70% -$12.8M 0.01% 793
2020
Q4 		$18.4M Buy
135,400
+5,971
+5% +$773K 0.04% 424
2020
Q3 		$15.7M Buy
129,429
+12,399
+11% +$1.42M 0.03% 417
2020
Q2 		$12.1M Buy
117,030
+16,808
+17% +$1.74M 0.03% 485
2020
Q1 		$10.4M Buy
100,222
+4,406
+5% +$543K 0.03% 475
2019
Q4 		$12.6M Buy
+95,816
New +$12.3M 0.03% 513
2013
Q3 		– Sell
-13,657
Closed -$695K – 739
2013
Q2 		$695K Buy
+13,657
New +$662K 0.03% 404

Other funds holding AIZ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM

Truist Financial's AIZ Position: Q2 2026 in Review

Truist Financial increased its Assurant (AIZ) stake by 40% in Q2 2026, buying an estimated $944K and bringing the position to 13,479 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Truist Financial first reported a position in AIZ in Q2 2013 and has held it in 28 quarters since. The position peaked at $18.4M in Q4 2020. 233 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Truist Financial held 13,479 shares of Assurant worth $3.62M as of Q2 2026.
  • Truist Financial bought 3,876 Assurant shares in Q2 2026, an estimated $944K.
  • Assurant made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1082 holding.
  • Truist Financial first reported a position in Assurant in Q2 2013 and has held it in 28 quarters since.
  • Truist Financial's Assurant position peaked at $18.4M in Q4 2020.
  • 233 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.