Atria Investments’s Assurant AIZ Stock Holding History

Atria Investments’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	$213K	Sell	976 -77	-7%	-$17.6K	﹤0.01%	1953
2025 Q4	$254K	Buy	1,053 +25	+2%	+$5.58K	﹤0.01%	1843
2025 Q3	$223K	Sell	1,028 -465	-31%	-$94.4K	﹤0.01%	1888
2025 Q2	$295K	Buy	1,493 +225	+18%	+$44.2K	﹤0.01%	1723
2025 Q1	$266K	Sell	1,268 -1,087	-46%	-$227K	﹤0.01%	1687
2024 Q4	$502K	Sell	2,355 -217	-8%	-$45.1K	0.01%	1326
2024 Q3	$511K	Buy	2,572 +879	+52%	+$160K	0.01%	1305
2024 Q2	$281K	Buy	+1,693	New	+$294K	﹤0.01%	1627
2019 Q4	–	Sell	-1,714	Closed	-$216K	–	1195
2019 Q3	$216K	Buy	+1,714	New	+$203K	0.01%	820
2017 Q4	–	Sell	-2,476	Closed	-$236K	–	815
2017 Q3	$236K	Buy	2,476 +412	+20%	+$41.2K	0.01%	688
2017 Q2	$214K	Buy	+2,064	New	+$206K	0.01%	677

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

Atria Investments's AIZ Position: Q1 2026 in Review

Atria Investments reduced its Assurant (AIZ) stake by 7.3% in Q1 2026, selling an estimated $17.6K and leaving 976 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Atria Investments first reported a position in AIZ in Q2 2017 and has held it in 11 quarters since. The position peaked at $511K in Q3 2024. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Atria Investments held 976 shares of Assurant worth $213K as of Q1 2026.
Atria Investments sold 77 Assurant shares in Q1 2026, an estimated $17.6K.
Assurant made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1953 holding.
Atria Investments first reported a position in Assurant in Q2 2017 and has held it in 11 quarters since.
Atria Investments's Assurant position peaked at $511K in Q3 2024.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.