UB
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UMB Bank’s Assurant AIZ Stock Holding History

UMB Bank’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 		$37.3K Buy
139
+22
+19% +$5.36K ﹤0.01% 1441
2026
Q1 		$25.5K Sell
117
-44
-27% -$10K ﹤0.01% 1507
2025
Q4 		$38.8K Hold
161
– – ﹤0.01% 1330
2025
Q3 		$34.9K Buy
161
+126
+360% +$25.6K ﹤0.01% 1270
2025
Q2 		$6.91K Sell
35
-40
-53% -$7.86K ﹤0.01% 1730
2025
Q1 		$15.7K Buy
75
+39
+108% +$8.14K ﹤0.01% 1401
2024
Q4 		$7.68K Buy
36
+4
+13% +$832 ﹤0.01% 1562
2024
Q3 		$6.36K Hold
32
– – ﹤0.01% 1652
2024
Q2 		$5.32K Buy
+32
New +$5.55K ﹤0.01% 1418
2022
Q4 		– Sell
-301
Closed -$44K – 1700
2022
Q3 		$44K Hold
301
– – ﹤0.01% 902
2022
Q2 		$52K Buy
+301
New +$54.5K ﹤0.01% 911

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

UMB Bank's AIZ Position: Q2 2026 in Review

UMB Bank increased its Assurant (AIZ) stake by 19% in Q2 2026, buying an estimated $5.36K and bringing the position to 139 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

UMB Bank first reported a position in AIZ in Q2 2022 and has held it in 11 quarters since. The position peaked at $52K in Q2 2022. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • UMB Bank held 139 shares of Assurant worth $37.3K as of Q2 2026.
  • UMB Bank bought 22 Assurant shares in Q2 2026, an estimated $5.36K.
  • Assurant made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1441 holding.
  • UMB Bank first reported a position in Assurant in Q2 2022 and has held it in 11 quarters since.
  • UMB Bank's Assurant position peaked at $52K in Q2 2022.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.