WI
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WBI Investments’s Assurant AIZ Stock Holding History

WBI Investments’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 		$773K Sell
2,880
-106
-4% -$25.8K 0.19% 138
2026
Q1 		$650K Sell
2,986
-2,196
-42% -$501K 0.18% 157
2025
Q4 		$1.25M Buy
5,182
+2,672
+106% +$597K 0.33% 78
2025
Q3 		$544K Buy
2,510
+1,371
+120% +$278K 0.14% 177
2025
Q2 		$225K Sell
1,139
-1,651
-59% -$324K 0.06% 242
2025
Q1 		$585K Buy
+2,790
New +$582K 0.15% 139
2023
Q4 		– Sell
-12,327
Closed -$1.77M – 195
2023
Q3 		$1.77M Buy
+12,327
New +$1.69M 0.36% 81
2021
Q1 		– Sell
-16,790
Closed -$2.29M – 177
2020
Q4 		$2.29M Sell
16,790
-83,175
-83% -$10.8M 0.35% 65
2020
Q3 		$12.1M Buy
+99,965
New +$11.5M 1.87% 17
2020
Q1 		– Sell
-19,750
Closed -$2.59M – 88
2019
Q4 		$2.59M Buy
+19,750
New +$2.54M 0.28% 77
2019
Q3 		– Sell
-7,101
Closed -$755K – 210
2019
Q2 		$755K Buy
+7,101
New +$702K 0.07% 162
2015
Q1 		– Sell
-202,125
Closed -$13.8M – 218
2014
Q4 		$13.8M Buy
202,125
+6,948
+4% +$462K 0.38% 57
2014
Q3 		$12.6M Buy
+195,177
New +$12.8M 0.37% 61

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

WBI Investments's AIZ Position: Q2 2026 in Review

WBI Investments reduced its Assurant (AIZ) stake by 3.5% in Q2 2026, selling an estimated $25.8K and leaving 2,880 shares worth $773K. The position accounts for 0.19% of the portfolio, ranked #138.

WBI Investments first reported a position in AIZ in Q3 2014 and has held it in 13 quarters since. The position peaked at $13.8M in Q4 2014. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • WBI Investments held 2,880 shares of Assurant worth $773K as of Q2 2026.
  • WBI Investments sold 106 Assurant shares in Q2 2026, an estimated $25.8K.
  • Assurant made up 0.19% of WBI Investments's portfolio in Q2 2026, its #138 holding.
  • WBI Investments first reported a position in Assurant in Q3 2014 and has held it in 13 quarters since.
  • WBI Investments's Assurant position peaked at $13.8M in Q4 2014.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.