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BOLTON SECURITIES CORPORATION’s Assurant AIZ Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$158K Sell
601
-81
-12% -$22.7K 0.01% 974
2026
Q2 		$183K Sell
682
-10
-1% -$2.44K 0.01% 927
2026
Q1 		$151K Buy
+692
New +$158K 0.01% 893
2025
Q3 		$115K Buy
+532
New +$108K 0.01% 912
2025
Q1 		$112K Buy
+532
New +$111K 0.01% 837

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AIZ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Assurant (AIZ) stake by 12% in Q3 2026, selling an estimated $22.7K and leaving 601 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #974.

BOLTON SECURITIES CORPORATION first reported a position in AIZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $183K in Q2 2026. 415 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 601 shares of Assurant worth $158K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 81 Assurant shares in Q3 2026, an estimated $22.7K.
  • Assurant made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #974 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Assurant in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Assurant position peaked at $183K in Q2 2026.
  • 415 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.