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Basepoint Wealth’s Assurant AIZ Stock Holding History

Basepoint Wealth’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 		$6.32K Sell
29
-25
-46% -$5.7K ﹤0.01% 458
2025
Q4 		$13K Buy
+54
New +$12.1K 0.01% 366

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

Basepoint Wealth's AIZ Position: Q1 2026 in Review

Basepoint Wealth reduced its Assurant (AIZ) stake by 46% in Q1 2026, selling an estimated $5.7K and leaving 29 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Basepoint Wealth first reported a position in AIZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $13K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Basepoint Wealth held 29 shares of Assurant worth $6.32K as of Q1 2026.
  • Basepoint Wealth sold 25 Assurant shares in Q1 2026, an estimated $5.7K.
  • Assurant made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #458 holding.
  • Basepoint Wealth first reported a position in Assurant in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Assurant position peaked at $13K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.