Universal-Beteiligungs- und Servicegesellschaft’s Assurant AIZ Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$16.3M	Sell	61,126 -16,224	-21%	-$3.95M	0.03%	467
2026 Q1	$16.8M	Buy	77,350 +301	+0.4%	+$68.6K	0.03%	439
2025 Q4	$18.6M	Buy	77,049 +917	+1%	+$205K	0.03%	412
2025 Q3	$16.5M	Buy	76,132 +8,607	+13%	+$1.75M	0.03%	439
2025 Q2	$13.3M	Sell	67,525 -1,949	-3%	-$383K	0.02%	491
2025 Q1	$14.6M	Buy	69,474 +6,150	+10%	+$1.28M	0.03%	448
2024 Q4	$13.5M	Buy	+63,324	New	+$13.2M	0.03%	469

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AIZ Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Assurant (AIZ) stake by 21% in Q2 2026, selling an estimated $3.95M and leaving 61,126 shares worth $16.3M. The position accounts for 0.03% of the portfolio, ranked #467.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AIZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6M in Q4 2025. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 61,126 shares of Assurant worth $16.3M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 16,224 Assurant shares in Q2 2026, an estimated $3.95M.
Assurant made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #467 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Assurant in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Assurant position peaked at $18.6M in Q4 2025.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.