WA
AIZ icon

WESPAC Advisors’s Assurant AIZ Stock Holding History

WESPAC 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 		$216K Buy
+806
New +$196K 0.11% 182
2017
Q4 		– Sell
-5,312
Closed -$507K – 120
2017
Q3 		$507K Sell
5,312
-21
-0.4% -$2.1K 0.33% 91
2017
Q2 		$553K Buy
5,333
+1,548
+41% +$154K 0.38% 81
2017
Q1 		$362K Buy
+3,785
New +$366K 0.42% 82

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

WESPAC Advisors's AIZ Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Assurant (AIZ) in Q2 2026: 806 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #182 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in AIZ as recently as Q3 2017.

WESPAC Advisors first reported a position in AIZ in Q1 2017 and has held it in 4 quarters since. The position peaked at $553K in Q2 2017. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • WESPAC Advisors held 806 shares of Assurant worth $216K as of Q2 2026.
  • Assurant was a new WESPAC Advisors position in Q2 2026.
  • Assurant made up 0.11% of WESPAC Advisors's portfolio in Q2 2026, its #182 holding.
  • WESPAC Advisors first reported a position in Assurant in Q1 2017 and has held it in 4 quarters since.
  • WESPAC Advisors's Assurant position peaked at $553K in Q2 2017.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.