AG
AIZ icon

AmeriFlex Group’s Assurant AIZ Stock Holding History

AmeriFlex Group’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 		$51.2K Hold
235
– – 0.03% 415
2025
Q4 		$56.6K Sell
235
-235
-50% -$52.5K 0.03% 395
2025
Q3 		$102K Buy
470
+235
+100% +$47.7K 0.04% 324
2025
Q2 		$46.1K Hold
235
– – 0.02% 393
2025
Q1 		$49.3K Hold
235
– – 0.02% 466
2024
Q4 		$50.6K Buy
+235
New +$48.9K 0.02% 436

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AmeriFlex Group's AIZ Position: Q1 2026 in Review

AmeriFlex Group held its Assurant (AIZ) position steady in Q1 2026 at 235 shares worth $51.2K. The position accounts for 0.03% of the portfolio, ranked #415.

AmeriFlex Group first reported a position in AIZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $102K in Q3 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • AmeriFlex Group held 235 shares of Assurant worth $51.2K as of Q1 2026.
  • AmeriFlex Group left its Assurant share count unchanged in Q1 2026.
  • Assurant made up 0.03% of AmeriFlex Group's portfolio in Q1 2026, its #415 holding.
  • AmeriFlex Group first reported a position in Assurant in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Assurant position peaked at $102K in Q3 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.