Atlas Capital Advisors’s Assurant AIZ Stock Holding History

Atlas Capital 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	$100K	Hold	461	–	–	0.01%	535
2025 Q4	$111K	Buy	+461	New	+$103K	0.01%	517
2025 Q2	$99.1K	Sell	502 -15	-3%	-$2.95K	0.01%	540
2025 Q1	$108K	Buy	517 +15	+3%	+$3.13K	0.01%	532
2024 Q4	$107K	Hold	502	–	–	0.01%	511
2024 Q3	$99.8K	Hold	502	–	–	0.02%	496
2024 Q2	$83.5K	Sell	502 -1,602	-76%	-$278K	0.01%	526
2024 Q1	$396K	Hold	2,104	–	–	0.06%	258
2023 Q4	$355K	Buy	2,104 +2,097	+29,957%	+$333K	0.05%	272
2023 Q3	$1K	Hold	7	–	–	﹤0.01%	826
2023 Q2	$880	Hold	7	–	–	﹤0.01%	845
2023 Q1	$840	Hold	7	–	–	﹤0.01%	858
2022 Q4	$875	Hold	7	–	–	﹤0.01%	856
2022 Q3	$1.02K	Hold	7	–	–	﹤0.01%	860
2022 Q2	$1.21K	Hold	7	–	–	﹤0.01%	925
2022 Q1	$1.27K	Hold	7	–	–	﹤0.01%	862
2021 Q4	$1.09K	Hold	7	–	–	﹤0.01%	874
2021 Q3	$1.1K	Hold	7	–	–	﹤0.01%	889
2021 Q2	$1.09K	Buy	+7	New	+$1.09K	﹤0.01%	895
2021 Q1	–	Sell	-682	Closed	-$92.9K	–	791
2020 Q4	$92.9K	Buy	+682	New	+$88.2K	0.02%	403
2020 Q2	–	Sell	-1,370	Closed	-$143K	–	666
2020 Q1	$143K	Buy	1,370 +1,046	+323%	+$129K	0.04%	319
2019 Q4	$42.5K	Buy	+324	New	+$41.7K	0.01%	481

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

Atlas Capital Advisors's AIZ Position: Q1 2026 in Review

Atlas Capital Advisors held its Assurant (AIZ) position steady in Q1 2026 at 461 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #535.

Atlas Capital Advisors first reported a position in AIZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $396K in Q1 2024. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Atlas Capital Advisors held 461 shares of Assurant worth $100K as of Q1 2026.
Atlas Capital Advisors left its Assurant share count unchanged in Q1 2026.
Assurant made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #535 holding.
Atlas Capital Advisors first reported a position in Assurant in Q4 2019 and has held it in 22 quarters since.
Atlas Capital Advisors's Assurant position peaked at $396K in Q1 2024.
580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.