Westside Investment Management’s Assurant AIZ Stock Holding History

Westside 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	$6.71K	Hold	25	–	–	﹤0.01%	1203
2026 Q1	$5.45K	Hold	25	–	–	﹤0.01%	1237
2025 Q4	$6.02K	Hold	25	–	–	﹤0.01%	1209
2025 Q3	$5.42K	Hold	25	–	–	﹤0.01%	1258
2025 Q2	$4.94K	Hold	25	–	–	﹤0.01%	1152
2025 Q1	$5.24K	Hold	25	–	–	﹤0.01%	773
2024 Q4	$5.33K	Hold	25	–	–	﹤0.01%	767
2024 Q3	$4.97K	Hold	25	–	–	﹤0.01%	778
2024 Q2	$4.16K	Hold	25	–	–	﹤0.01%	789
2024 Q1	$4.71K	Hold	25	–	–	﹤0.01%	734
2023 Q4	$4.21K	Hold	25	–	–	﹤0.01%	712
2023 Q3	$3.59K	Hold	25	–	–	﹤0.01%	728
2023 Q2	$3.14K	Hold	25	–	–	﹤0.01%	744
2023 Q1	$3K	Hold	25	–	–	﹤0.01%	743
2022 Q4	$3	Hold	25	–	–	﹤0.01%	732
2022 Q3	$3	Hold	25	–	–	﹤0.01%	723
2022 Q2	$4	Hold	25	–	–	﹤0.01%	699
2022 Q1	$4	Hold	25	–	–	﹤0.01%	695
2021 Q4	$3	Hold	25	–	–	﹤0.01%	710
2021 Q3	$3	Hold	25	–	–	﹤0.01%	695
2021 Q2	$3	Hold	25	–	–	﹤0.01%	681
2021 Q1	$3	Sell	25 -75	-75%	-$10.1K	﹤0.01%	667
2020 Q4	$13	Hold	100	–	–	﹤0.01%	475
2020 Q3	$12	Buy	+100	New	+$11.5K	﹤0.01%	479
2018 Q4	–	Sell	-45	Closed	-$4.81K	–	692
2018 Q3	$4.81K	Hold	45	–	–	﹤0.01%	596
2018 Q2	$4.67K	Hold	45	–	–	﹤0.01%	686
2018 Q1	$3.97K	Buy	+45	New	+$4.11K	﹤0.01%	693

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Westside Investment Management held its Assurant (AIZ) position steady in Q2 2026 at 25 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Westside Investment Management first reported a position in AIZ in Q1 2018 and has held it in 27 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Westside Investment Management held 25 shares of Assurant worth $6.71K as of Q2 2026.
Westside Investment Management left its Assurant share count unchanged in Q2 2026.
Assurant made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1203 holding.
Westside Investment Management first reported a position in Assurant in Q1 2018 and has held it in 27 quarters since.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.