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World Investment Advisors’s Assurant AIZ Stock Holding History

World Investment 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 		$262K Buy
+1,118
New +$272K ﹤0.01% 1302
2026
Q1 		– Sell
-1,644
Closed -$396K – 1577
2025
Q4 		$396K Buy
1,644
+288
+21% +$64.3K 0.01% 1047
2025
Q3 		$294K Sell
1,356
-334
-20% -$67.8K 0.01% 992
2025
Q2 		$334K Sell
1,690
-7,495
-82% -$1.47M 0.01% 878
2025
Q1 		$1.93M Buy
9,185
+1,595
+21% +$333K 0.05% 357
2024
Q4 		$1.62M Buy
7,590
+1,483
+24% +$309K 0.04% 374
2024
Q3 		$1.21M Buy
+6,107
New +$1.11M 0.04% 389

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

World Investment Advisors's AIZ Position: Q2 2026 in Review

World Investment Advisors opened a new position in Assurant (AIZ) in Q2 2026: 1,118 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: World Investment Advisors previously reported a position in AIZ as recently as Q4 2025.

World Investment Advisors first reported a position in AIZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q1 2025. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • World Investment Advisors held 1,118 shares of Assurant worth $262K as of Q2 2026.
  • Assurant was a new World Investment Advisors position in Q2 2026.
  • Assurant made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1302 holding.
  • World Investment Advisors first reported a position in Assurant in Q3 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Assurant position peaked at $1.93M in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.