WCM Investment Management
AIZ icon

WCM Investment Management’s Assurant AIZ Stock Holding History

WCM Investment 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 		– Sell
-1,142
Closed -$247K – 267
2026
Q1 		$247K Buy
1,142
+206
+22% +$47K ﹤0.01% 258
2025
Q4 		$227K Buy
+936
New +$209K ﹤0.01% 237

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 $3.38T AUM 44.17% 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

WCM Investment Management's AIZ Position: Q2 2026 in Review

WCM Investment Management sold out of Assurant (AIZ) in Q2 2026, closing a stake of 1,142 shares — an estimated $247K sold.

WCM Investment Management first reported a position in AIZ in Q4 2025 and held it in 2 quarters. The position peaked at $247K in Q1 2026. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • WCM Investment Management reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • WCM Investment Management sold 1,142 Assurant shares in Q2 2026, an estimated $247K.
  • WCM Investment Management first reported a position in Assurant in Q4 2025 and held it in 2 quarters.
  • WCM Investment Management's Assurant position peaked at $247K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.