United Capital Financial Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $498K | Sell |
1,855
-106
| -5% | -$25.8K | ﹤0.01% | 1122 |
|
|
2026
Q1 | $427K | Buy |
1,961
+27
| +1% | +$6.16K | ﹤0.01% | 1147 |
|
|
2025
Q4 | $466K | Buy |
1,934
+234
| +14% | +$52.3K | ﹤0.01% | 996 |
|
|
2025
Q3 | $368K | Sell |
1,700
-24
| -1% | -$4.87K | ﹤0.01% | 958 |
|
|
2025
Q2 | $340K | Buy |
1,724
+5
| +0.3% | +$983 | ﹤0.01% | 888 |
|
|
2025
Q1 | $360K | Sell |
1,719
-13
| -0.8% | -$2.71K | ﹤0.01% | 838 |
|
|
2024
Q4 | $369K | Sell |
1,732
-65
| -4% | -$13.5K | ﹤0.01% | 821 |
|
|
2024
Q3 | $357K | Sell |
1,797
-62
| -3% | -$11.3K | ﹤0.01% | 820 |
|
|
2024
Q2 | $309K | Sell |
1,859
-13
| -0.7% | -$2.25K | ﹤0.01% | 839 |
|
|
2024
Q1 | $352K | Sell |
1,872
-101
| -5% | -$17.6K | ﹤0.01% | 832 |
|
|
2023
Q4 | $332K | Buy |
+1,973
| New | +$314K | ﹤0.01% | 834 |
|
|
2020
Q2 | – | Sell |
-2,021
| Closed | -$210K | – | 1189 |
|
|
2020
Q1 | $210K | Sell |
2,021
-1,152
| -36% | -$142K | ﹤0.01% | 1057 |
|
|
2019
Q4 | $416K | Buy |
3,173
+576
| +22% | +$74.1K | ﹤0.01% | 1044 |
|
|
2019
Q3 | $327K | Sell |
2,597
-1,242
| -32% | -$147K | ﹤0.01% | 1056 |
|
|
2019
Q2 | $408K | Sell |
3,839
-773
| -17% | -$76.4K | ﹤0.01% | 1104 |
|
|
2019
Q1 | $437K | Sell |
4,612
-1,257
| -21% | -$122K | ﹤0.01% | 1023 |
|
|
2018
Q4 | $525K | Sell |
5,869
-917
| -14% | -$89.7K | ﹤0.01% | 904 |
|
|
2018
Q3 | $733K | Sell |
6,786
-200
| -3% | -$21.2K | 0.01% | 857 |
|
|
2018
Q2 | $723K | Sell |
6,986
-109,110
| -94% | -$10.3M | 0.01% | 846 |
|
|
2018
Q1 | $10.6M | Sell |
116,096
-876
| -0.7% | -$80.1K | 0.08% | 276 |
|
|
2017
Q4 | $11.8M | Buy |
116,972
+894
| +0.8% | +$88.4K | 0.09% | 265 |
|
|
2017
Q3 | $11.1M | Sell |
116,078
-166
| -0.1% | -$16.6K | 0.09% | 257 |
|
|
2017
Q2 | $12.1M | Buy |
116,244
+8,918
| +8% | +$888K | 0.11% | 227 |
|
|
2017
Q1 | $10.3M | Buy |
107,326
+2,323
| +2% | +$225K | 0.1% | 256 |
|
|
2016
Q4 | $9.75M | Buy |
105,003
+13,020
| +14% | +$1.14M | 0.09% | 262 |
|
|
2016
Q3 | $8.48M | Buy |
91,983
+8,531
| +10% | +$746K | 0.08% | 297 |
|
|
2016
Q2 | $7.18M | Buy |
83,452
+14,751
| +21% | +$1.24M | 0.07% | 308 |
|
|
2016
Q1 | $5.3M | Buy |
68,701
+2,105
| +3% | +$160K | 0.06% | 321 |
|
|
2015
Q4 | $5.36M | Buy |
66,596
+58,001
| +675% | +$4.78M | 0.06% | 314 |
|
|
2015
Q3 | $679K | Buy |
+8,595
| New | +$642K | 0.01% | 808 |
|
|
2014
Q2 | – | Sell |
-5,325
| Closed | -$346K | – | 780 |
|
|
2014
Q1 | $346K | Buy |
+5,325
| New | +$349K | 0.01% | 742 |
|
Other funds holding AIZ
United Capital Financial Advisors's AIZ Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Assurant (AIZ) stake by 5.4% in Q2 2026, selling an estimated $25.8K and leaving 1,855 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.
United Capital Financial Advisors first reported a position in AIZ in Q1 2014 and has held it in 31 quarters since. The position peaked at $12.1M in Q2 2017. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.
- United Capital Financial Advisors held 1,855 shares of Assurant worth $498K as of Q2 2026.
- United Capital Financial Advisors sold 106 Assurant shares in Q2 2026, an estimated $25.8K.
- Assurant made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1122 holding.
- United Capital Financial Advisors first reported a position in Assurant in Q1 2014 and has held it in 31 quarters since.
- United Capital Financial Advisors's Assurant position peaked at $12.1M in Q2 2017.
- 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.