Zacks Investment Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.3M | Buy |
71,968
+1,423
| +2% | +$347K | 0.14% | 134 |
|
|
2026
Q1 | $15.4M | Buy |
70,545
+723
| +1% | +$165K | 0.12% | 147 |
|
|
2025
Q4 | $16.8M | Buy |
69,822
+1,095
| +2% | +$245K | 0.13% | 145 |
|
|
2025
Q3 | $14.9M | Buy |
68,727
+236
| +0.3% | +$47.9K | 0.12% | 150 |
|
|
2025
Q2 | $13.5M | Buy |
68,491
+29
| +0% | +$5.7K | 0.12% | 158 |
|
|
2025
Q1 | $14.4M | Buy |
68,462
+2,081
| +3% | +$434K | 0.13% | 147 |
|
|
2024
Q4 | $14.2M | Sell |
66,381
-1,240
| -2% | -$258K | 0.13% | 152 |
|
|
2024
Q3 | $13.4M | Buy |
67,621
+15,726
| +30% | +$2.87M | 0.12% | 155 |
|
|
2024
Q2 | $8.63M | Buy |
51,895
+4,289
| +9% | +$744K | 0.1% | 152 |
|
|
2024
Q1 | $8.96M | Buy |
47,606
+3,058
| +7% | +$533K | 0.1% | 161 |
|
|
2023
Q4 | $7.51M | Buy |
+44,548
| New | +$7.08M | 0.09% | 163 |
|
|
2022
Q4 | – | Sell |
-83,644
| Closed | -$12.2M | – | 598 |
|
|
2022
Q3 | $12.2M | Sell |
83,644
-1,539
| -2% | -$251K | 0.19% | 111 |
|
|
2022
Q2 | $14.7M | Buy |
85,183
+4,669
| +6% | +$846K | 0.22% | 104 |
|
|
2022
Q1 | $14.6M | Buy |
80,514
+5,254
| +7% | +$861K | 0.2% | 120 |
|
|
2021
Q4 | $11.7M | Buy |
75,260
+859
| +1% | +$136K | 0.16% | 133 |
|
|
2021
Q3 | $11.7M | Buy |
74,401
+37,115
| +100% | +$5.99M | 0.19% | 123 |
|
|
2021
Q2 | $5.82M | Buy |
37,286
+46
| +0.1% | +$7.18K | 0.09% | 172 |
|
|
2021
Q1 | $5.28M | Buy |
37,240
+465
| +1% | +$62.6K | 0.09% | 170 |
|
|
2020
Q4 | $5.01M | Sell |
36,775
-436
| -1% | -$56.4K | 0.09% | 162 |
|
|
2020
Q3 | $4.51M | Buy |
37,211
+11
| +0% | +$1.26K | 0.09% | 150 |
|
|
2020
Q2 | $3.84M | Buy |
37,200
+669
| +2% | +$69.3K | 0.08% | 152 |
|
|
2020
Q1 | $3.8M | Sell |
36,531
-1,058
| -3% | -$130K | 0.09% | 139 |
|
|
2019
Q4 | $4.93M | Sell |
37,589
-3,386
| -8% | -$436K | 0.09% | 153 |
|
|
2019
Q3 | $5.16M | Buy |
40,975
+3,480
| +9% | +$413K | 0.1% | 145 |
|
|
2019
Q2 | $3.99M | Sell |
37,495
-28
| -0.1% | -$2.77K | 0.08% | 169 |
|
|
2019
Q1 | $3.56M | Buy |
37,523
+177
| +0.5% | +$17.1K | 0.08% | 179 |
|
|
2018
Q4 | $3.34M | Sell |
37,346
-829
| -2% | -$81.1K | 0.08% | 166 |
|
|
2018
Q3 | $4.12M | Buy |
38,175
+329
| +0.9% | +$34.8K | 0.09% | 175 |
|
|
2018
Q2 | $3.92M | Sell |
37,846
-58
| -0.2% | -$5.46K | 0.09% | 175 |
|
|
2018
Q1 | $3.46M | Buy |
+37,904
| New | +$3.46M | 0.08% | 185 |
|
|
2016
Q4 | – | Sell |
-2,245
| Closed | -$207K | – | 636 |
|
|
2016
Q3 | $207K | Sell |
2,245
-6,266
| -74% | -$548K | 0.01% | 593 |
|
|
2016
Q2 | $735K | Buy |
+8,511
| New | +$715K | 0.02% | 389 |
|
|
2016
Q1 | – | Sell |
-12,191
| Closed | -$982K | – | 600 |
|
|
2015
Q4 | $982K | Buy |
12,191
+643
| +6% | +$53K | 0.03% | 295 |
|
|
2015
Q3 | $912K | Buy |
+11,548
| New | +$862K | 0.03% | 315 |
|
Other funds holding AIZ
Zacks Investment Management's AIZ Position: Q2 2026 in Review
Zacks Investment Management increased its Assurant (AIZ) stake by 2% in Q2 2026, buying an estimated $347K and bringing the position to 71,968 shares worth $19.3M. The position accounts for 0.14% of the portfolio, ranked #134.
Zacks Investment Management first reported a position in AIZ in Q3 2015 and has held it in 34 quarters since. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.
- Zacks Investment Management held 71,968 shares of Assurant worth $19.3M as of Q2 2026.
- Zacks Investment Management bought 1,423 Assurant shares in Q2 2026, an estimated $347K.
- Assurant made up 0.14% of Zacks Investment Management's portfolio in Q2 2026, its #134 holding.
- Zacks Investment Management first reported a position in Assurant in Q3 2015 and has held it in 34 quarters since.
- 606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.
Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.