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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
Q2 		$11.3K Buy
42
+13
+45% +$3.17K 0.01% 392
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Basepoint Wealth's AIZ Position: Q2 2026 in Review

Basepoint Wealth increased its Assurant (AIZ) stake by 45% in Q2 2026, buying an estimated $3.17K and bringing the position to 42 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #392.

Basepoint Wealth first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $13K in Q4 2025. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Basepoint Wealth held 42 shares of Assurant worth $11.3K as of Q2 2026.
  • Basepoint Wealth bought 13 Assurant shares in Q2 2026, an estimated $3.17K.
  • Assurant made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #392 holding.
  • Basepoint Wealth first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Assurant position peaked at $13K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.