WESPAC Advisors
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
Q3 		– Sell
-806
Closed -$216K – 205
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WESPAC Advisors's AIZ Position: Q3 2026 in Review

WESPAC Advisors sold out of Assurant (AIZ) in Q3 2026, closing a stake of 806 shares — an estimated $216K sold.

WESPAC Advisors first reported a position in AIZ in Q1 2017 and held it in 4 quarters. The position peaked at $553K in Q2 2017. 178 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • WESPAC Advisors reported no remaining Assurant position as of Q3 2026 after selling out during the quarter.
  • WESPAC Advisors sold 806 Assurant shares in Q3 2026, an estimated $216K.
  • WESPAC Advisors first reported a position in Assurant in Q1 2017 and held it in 4 quarters.
  • WESPAC Advisors's Assurant position peaked at $553K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.