Waverly Advisors’s Assurant AIZ Stock Holding History

Waverly Advisors’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	$502K	Buy	1,871 +309	+20%	+$75.3K	﹤0.01%	1173
2026 Q1	$340K	Buy	+1,562	New	+$356K	﹤0.01%	1253

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

Waverly Advisors's AIZ Position: Q2 2026 in Review

Waverly Advisors increased its Assurant (AIZ) stake by 20% in Q2 2026, buying an estimated $75.3K and bringing the position to 1,871 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Waverly Advisors first reported a position in AIZ in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Waverly Advisors held 1,871 shares of Assurant worth $502K as of Q2 2026.
Waverly Advisors bought 309 Assurant shares in Q2 2026, an estimated $75.3K.
Assurant made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1173 holding.
Waverly Advisors first reported a position in Assurant in Q1 2026 and has held it in 2 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.