West Paces Advisors’s Assurant AIZ Stock Holding History

West Paces 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	$12.6K	Hold	48	–	–	﹤0.01%	384
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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

West Paces Advisors's AIZ Position: Q3 2026 in Review

West Paces Advisors held its Assurant (AIZ) position steady in Q3 2026 at 48 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

West Paces Advisors first reported a position in AIZ in Q4 2016 and has held it in 36 quarters since. The position peaked at $16.1K in Q3 2021. 40 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

West Paces Advisors held 48 shares of Assurant worth $12.6K as of Q3 2026.
West Paces Advisors left its Assurant share count unchanged in Q3 2026.
Assurant made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #384 holding.
West Paces Advisors first reported a position in Assurant in Q4 2016 and has held it in 36 quarters since.
West Paces Advisors's Assurant position peaked at $16.1K in Q3 2021.
40 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.