AFG
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Atomi Financial Group’s Assurant AIZ Stock Holding History

Atomi Financial 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 		$377K Buy
1,733
+112
+7% +$25.5K 0.01% 833
2025
Q4 		$390K Buy
1,621
+201
+14% +$44.9K 0.01% 805
2025
Q3 		$308K Buy
1,420
+31
+2% +$6.29K 0.01% 876
2025
Q2 		$274K Buy
1,389
+5
+0.4% +$983 0.01% 862
2025
Q1 		$290K Buy
1,384
+160
+13% +$33.4K 0.01% 784
2024
Q4 		$261K Buy
1,224
+9
+0.7% +$1.87K 0.01% 792
2024
Q3 		$242K Buy
+1,215
New +$221K 0.02% 767
2024
Q2 		– Sell
-1,391
Closed -$262K – 794
2024
Q1 		$262K Buy
1,391
+158
+13% +$27.5K 0.02% 581
2023
Q4 		$208K Buy
+1,233
New +$196K 0.03% 540

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

Atomi Financial Group's AIZ Position: Q1 2026 in Review

Atomi Financial Group increased its Assurant (AIZ) stake by 6.9% in Q1 2026, buying an estimated $25.5K and bringing the position to 1,733 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #833.

Atomi Financial Group first reported a position in AIZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $390K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Atomi Financial Group held 1,733 shares of Assurant worth $377K as of Q1 2026.
  • Atomi Financial Group bought 112 Assurant shares in Q1 2026, an estimated $25.5K.
  • Assurant made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #833 holding.
  • Atomi Financial Group first reported a position in Assurant in Q4 2023 and has held it in 9 quarters since.
  • Atomi Financial Group's Assurant position peaked at $390K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.