AA
AIZ icon

Ancora Advisors’s Assurant AIZ Stock Holding History

Ancora Advisors’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 		$86K Buy
395
+274
+226% +$62.5K ﹤0.01% 947
2025
Q4 		$29.1K Buy
+121
New +$27K ﹤0.01% 1369
2018
Q4 		– Sell
-125
Closed -$13K – 618
2018
Q3 		$13K Buy
+125
New +$13.2K ﹤0.01% 1146

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

Ancora Advisors's AIZ Position: Q1 2026 in Review

Ancora Advisors increased its Assurant (AIZ) stake by 226% in Q1 2026, buying an estimated $62.5K and bringing the position to 395 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Ancora Advisors first reported a position in AIZ in Q3 2018 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Ancora Advisors held 395 shares of Assurant worth $86K as of Q1 2026.
  • Ancora Advisors bought 274 Assurant shares in Q1 2026, an estimated $62.5K.
  • Assurant made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #947 holding.
  • Ancora Advisors first reported a position in Assurant in Q3 2018 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.