WBH Advisory’s Assurant AIZ Stock Holding History

WBH Advisory’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	$269K	Hold	1,000	–	–	0.02%	332
2026 Q1	$216K	Hold	1,000	–	–	0.02%	343
2025 Q4	$241K	Hold	1,000	–	–	0.02%	321
2025 Q3	$217K	Buy	+1,000	New	+$203K	0.02%	331
2025 Q2	–	Sell	-1,000	Closed	-$210K	–	335
2025 Q1	$210K	Hold	1,000	–	–	0.02%	313
2024 Q4	$213K	Buy	+1,000	New	+$208K	0.02%	305

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

WBH Advisory's AIZ Position: Q2 2026 in Review

WBH Advisory held its Assurant (AIZ) position steady in Q2 2026 at 1,000 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #332.

WBH Advisory first reported a position in AIZ in Q4 2024 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

WBH Advisory held 1,000 shares of Assurant worth $269K as of Q2 2026.
WBH Advisory left its Assurant share count unchanged in Q2 2026.
Assurant made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #332 holding.
WBH Advisory first reported a position in Assurant in Q4 2024 and has held it in 6 quarters since.
337 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.