West Paces Advisors’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.9K Buy
+48
New +$11.7K ﹤0.01% 373
2025
Q2
Sell
-62
Closed -$13K 211
2025
Q1
$13K Hold
62
﹤0.01% 325
2024
Q4
$13.2K Hold
62
﹤0.01% 327
2024
Q3
$12.3K Hold
62
﹤0.01% 332
2024
Q2
$10.3K Hold
62
﹤0.01% 351
2024
Q1
$11.7K Hold
62
﹤0.01% 350
2023
Q4
$10.4K Hold
62
﹤0.01% 357
2023
Q3
$8.9K Hold
62
﹤0.01% 356
2023
Q2
$7.79K Hold
62
﹤0.01% 389
2023
Q1
$7.44K Hold
62
﹤0.01% 391
2022
Q4
$7.75K Hold
62
﹤0.01% 373
2022
Q3
$9.01K Hold
62
﹤0.01% 354
2022
Q2
$10.7K Hold
62
﹤0.01% 361
2022
Q1
$11.3K Hold
62
﹤0.01% 364
2021
Q4
$9.66K Sell
62
-40
-39% -$6.34K ﹤0.01% 381
2021
Q3
$16.1K Buy
102
+62
+155% +$10K 0.01% 312
2021
Q2
$6.25K Hold
40
﹤0.01% 408
2021
Q1
$5.67K Hold
40
﹤0.01% 383
2020
Q4
$5.45K Hold
40
﹤0.01% 364
2020
Q3
$4.85K Sell
40
-88
-69% -$10.1K ﹤0.01% 361
2020
Q2
$13.2K Hold
128
0.01% 285
2020
Q1
$13.3K Buy
128
+88
+220% +$10.8K 0.01% 276
2019
Q4
$5.24K Hold
40
﹤0.01% 403
2019
Q3
$5.03K Hold
40
﹤0.01% 383
2019
Q2
$4.25K Hold
40
﹤0.01% 390
2019
Q1
$3.8K Hold
40
﹤0.01% 405
2018
Q4
$3.58K Hold
40
﹤0.01% 403
2018
Q3
$4.32K Hold
40
﹤0.01% 397
2018
Q2
$4.14K Hold
40
﹤0.01% 407
2018
Q1
$3.66K Hold
40
﹤0.01% 389
2017
Q4
$4.03K Hold
40
﹤0.01% 398
2017
Q3
$3.82K Sell
40
-10
-20% -$999 ﹤0.01% 402
2017
Q2
$5.18K Hold
50
﹤0.01% 384
2017
Q1
$4.78K Hold
50
﹤0.01% 389
2016
Q4
$4.64K Buy
+50
New +$4.37K ﹤0.01% 412

Other funds holding AIZ

West Paces Advisors's AIZ Position: Q2 2026 in Review

West Paces Advisors opened a new position in Assurant (AIZ) in Q2 2026: 48 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in AIZ as recently as Q1 2025.

West Paces Advisors first reported a position in AIZ in Q4 2016 and has held it in 35 quarters since. The position peaked at $16.1K in Q3 2021. 611 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • West Paces Advisors held 48 shares of Assurant worth $12.9K as of Q2 2026.
  • Assurant was a new West Paces Advisors position in Q2 2026.
  • Assurant made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #373 holding.
  • West Paces Advisors first reported a position in Assurant in Q4 2016 and has held it in 35 quarters since.
  • West Paces Advisors's Assurant position peaked at $16.1K in Q3 2021.
  • 611 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.