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Whipplewood Advisors’s Assurant AIZ Stock Holding History

Whipplewood 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 		– Sell
-22
Closed -$4.79K – 650
2026
Q1 		$4.79K Buy
+22
New +$5.02K ﹤0.01% 626
2025
Q3 		– Sell
-22
Closed -$4.34K – 323
2025
Q2 		$4.34K Sell
22
-62
-74% -$12.2K ﹤0.01% 723
2025
Q1 		$4.62K Buy
84
+57
+211% +$11.9K ﹤0.01% 720
2024
Q4 		$5.76K Buy
+27
New +$5.62K ﹤0.01% 667

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

Whipplewood Advisors's AIZ Position: Q2 2026 in Review

Whipplewood Advisors sold out of Assurant (AIZ) in Q2 2026, closing a stake of 22 shares — an estimated $4.79K sold.

Whipplewood Advisors first reported a position in AIZ in Q4 2024 and held it in 4 quarters. The position peaked at $5.76K in Q4 2024. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Whipplewood Advisors reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 22 Assurant shares in Q2 2026, an estimated $4.79K.
  • Whipplewood Advisors first reported a position in Assurant in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Assurant position peaked at $5.76K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.