Aigen Investment Management’s Assurant AIZ Stock Holding History

Aigen Investment 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 Q1	$383K	Sell	1,759 -2,354	-57%	-$537K	0.1%	277
2025 Q4	$991K	Sell	4,113 -9,862	-71%	-$2.2M	0.23%	124
2025 Q3	$3.03M	Buy	13,975 +6,497	+87%	+$1.32M	0.47%	30
2025 Q2	$1.48M	Buy	+7,478	New	+$1.47M	0.2%	153
2024 Q4	–	Sell	-1,313	Closed	-$261K	–	711
2024 Q3	$261K	Buy	+1,313	New	+$239K	0.05%	505
2024 Q1	–	Sell	-2,598	Closed	-$438K	–	651
2023 Q4	$438K	Buy	+2,598	New	+$413K	0.08%	371
2023 Q2	–	Sell	-9,433	Closed	-$1.13M	–	723
2023 Q1	$1.13M	Buy	9,433 +7,687	+440%	+$962K	0.16%	164
2022 Q4	$218K	Buy	+1,746	New	+$233K	0.03%	431
2022 Q2	–	Sell	-9,256	Closed	-$1.68M	–	510
2022 Q1	$1.68M	Buy	+9,256	New	+$1.52M	0.29%	100

Other funds holding AIZ

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aigen Investment Management's AIZ Position: Q1 2026 in Review

Aigen Investment Management reduced its Assurant (AIZ) stake by 57% in Q1 2026, selling an estimated $537K and leaving 1,759 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #277.

Aigen Investment Management first reported a position in AIZ in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.03M in Q3 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Aigen Investment Management held 1,759 shares of Assurant worth $383K as of Q1 2026.
Aigen Investment Management sold 2,354 Assurant shares in Q1 2026, an estimated $537K.
Assurant made up 0.1% of Aigen Investment Management's portfolio in Q1 2026, its #277 holding.
Aigen Investment Management first reported a position in Assurant in Q1 2022 and has held it in 9 quarters since.
Aigen Investment Management's Assurant position peaked at $3.03M in Q3 2025.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.