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Yousif Capital Management’s Assurant AIZ Stock Holding History

Yousif Capital 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 		$1.43M Sell
5,307
-205
-4% -$49.9K 0.02% 846
2026
Q1 		$1.2M Sell
5,512
-135
-2% -$30.8K 0.01% 947
2025
Q4 		$1.31M Sell
5,647
-440
-7% -$98.3K 0.01% 938
2025
Q3 		$1.32M Sell
6,087
-446
-7% -$90.5K 0.01% 952
2025
Q2 		$1.29M Sell
6,533
-3,654
-36% -$718K 0.01% 988
2025
Q1 		$2.14M Buy
10,187
+3,356
+49% +$700K 0.02% 680
2024
Q4 		$1.46M Sell
6,831
-278
-4% -$57.8K 0.02% 930
2024
Q3 		$1.41M Sell
7,109
-220
-3% -$40.1K 0.02% 955
2024
Q2 		$1.22M Sell
7,329
-236
-3% -$40.9K 0.01% 1023
2024
Q1 		$1.42M Sell
7,565
-392
-5% -$68.3K 0.02% 991
2023
Q4 		$1.34M Sell
7,957
-878
-10% -$140K 0.02% 1062
2023
Q3 		$1.27M Sell
8,835
-197
-2% -$27K 0.02% 1010
2023
Q2 		$1.14M Buy
9,032
+100
+1% +$12.5K 0.01% 1079
2023
Q1 		$1.07M Sell
8,932
-407
-4% -$50.9K 0.01% 1113
2022
Q4 		$1.17M Sell
9,339
-5,657
-38% -$754K 0.02% 1087
2022
Q3 		$2.18M Buy
14,996
+680
+5% +$111K 0.03% 679
2022
Q2 		$2.48M Sell
14,316
-78
-0.5% -$14.1K 0.03% 659
2022
Q1 		$2.62M Buy
14,394
+4,302
+43% +$705K 0.03% 744
2021
Q4 		$1.57M Buy
+10,092
New +$1.6M 0.02% 1142

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Yousif Capital Management's AIZ Position: Q2 2026 in Review

Yousif Capital Management reduced its Assurant (AIZ) stake by 3.7% in Q2 2026, selling an estimated $49.9K and leaving 5,307 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #846.

Yousif Capital Management first reported a position in AIZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q1 2022. 320 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Yousif Capital Management held 5,307 shares of Assurant worth $1.43M as of Q2 2026.
  • Yousif Capital Management sold 205 Assurant shares in Q2 2026, an estimated $49.9K.
  • Assurant made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #846 holding.
  • Yousif Capital Management first reported a position in Assurant in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Assurant position peaked at $2.62M in Q1 2022.
  • 320 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.