Vanguard Personalized Indexing Management
AIZ icon

Vanguard Personalized Indexing Management’s Assurant AIZ Stock Holding History

Vanguard Personalized Indexing Management’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 		$4.25M Buy
15,810
+537
+4% +$131K 0.03% 392
2026
Q1 		$3.33M Buy
15,273
+48
+0.3% +$10.9K 0.03% 436
2025
Q4 		$3.67M Buy
15,225
+2,816
+23% +$629K 0.04% 397
2025
Q3 		$2.69M Buy
12,409
+168
+1% +$34.1K 0.03% 485
2025
Q2 		$2.42M Buy
12,241
+496
+4% +$97.5K 0.03% 499
2025
Q1 		$2.46M Sell
11,745
-1,375
-10% -$287K 0.04% 421
2024
Q4 		$2.8M Buy
13,120
+162
+1% +$33.7K 0.04% 367
2024
Q3 		$2.58M Buy
12,958
+2,259
+21% +$412K 0.04% 386
2024
Q2 		$1.78M Buy
10,699
+314
+3% +$54.5K 0.03% 441
2024
Q1 		$1.95M Sell
10,385
-59
-0.6% -$10.3K 0.04% 396
2023
Q4 		$1.76M Buy
10,444
+359
+4% +$57.1K 0.05% 385
2023
Q3 		$1.45M Buy
10,085
+348
+4% +$47.7K 0.04% 406
2023
Q2 		$1.22M Buy
9,737
+385
+4% +$47.9K 0.04% 477
2023
Q1 		$1.12M Buy
9,352
+759
+9% +$95K 0.04% 472
2022
Q4 		$1.07M Buy
8,593
+265
+3% +$35.3K 0.04% 479
2022
Q3 		$1.21M Sell
8,328
-2,356
-22% -$385K 0.05% 399
2022
Q2 		$1.85M Buy
10,684
+428
+4% +$77.5K 0.09% 229
2022
Q1 		$1.86M Buy
10,256
+3,915
+62% +$641K 0.09% 209
2021
Q4 		$988K Buy
6,341
+2,002
+46% +$318K 0.06% 397
2021
Q3 		$684K Buy
+4,339
New +$700K 0.06% 363

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

Vanguard Personalized Indexing Management's AIZ Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Assurant (AIZ) stake by 3.5% in Q2 2026, buying an estimated $131K and bringing the position to 15,810 shares worth $4.25M. The position accounts for 0.03% of the portfolio, ranked #392.

Vanguard Personalized Indexing Management first reported a position in AIZ in Q3 2021 and has held it in 20 quarters since. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Vanguard Personalized Indexing Management held 15,810 shares of Assurant worth $4.25M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 537 Assurant shares in Q2 2026, an estimated $131K.
  • Assurant made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #392 holding.
  • Vanguard Personalized Indexing Management first reported a position in Assurant in Q3 2021 and has held it in 20 quarters since.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.