Wilmington Savings Fund Society’s Assurant AIZ Stock Holding History

Wilmington Savings Fund Society’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	$54.8K	Buy	204 +4	+2%	+$974	﹤0.01%	874
2026 Q1	$43.6K	Sell	200 -8	-4%	-$1.82K	﹤0.01%	907
2025 Q4	$50.1K	Sell	208 -13	-6%	-$2.9K	﹤0.01%	885
2025 Q3	$47.9K	Buy	221 +2	+0.9%	+$406	﹤0.01%	904
2025 Q2	$43.3K	Sell	219 -63	-22%	-$12.4K	﹤0.01%	1264
2025 Q1	$59.1K	Buy	282 +58	+26%	+$12.1K	﹤0.01%	1169
2024 Q4	$47.8K	Sell	224 -1,003	-82%	-$209K	﹤0.01%	1258
2024 Q3	$244K	Buy	+1,227	New	+$224K	﹤0.01%	762

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

Wilmington Savings Fund Society's AIZ Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Assurant (AIZ) stake by 2% in Q2 2026, buying an estimated $974 and bringing the position to 204 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Wilmington Savings Fund Society first reported a position in AIZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $244K in Q3 2024. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Wilmington Savings Fund Society held 204 shares of Assurant worth $54.8K as of Q2 2026.
Wilmington Savings Fund Society bought 4 Assurant shares in Q2 2026, an estimated $974.
Assurant made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #874 holding.
Wilmington Savings Fund Society first reported a position in Assurant in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Assurant position peaked at $244K in Q3 2024.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.