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Bayforest Capital’s Assurant AIZ Stock Holding History

Bayforest Capital’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 		$208K Buy
+774
New +$189K 0.19% 162
2025
Q1 		– Sell
-497
Closed -$106K – 719
2024
Q4 		$106K Buy
+497
New +$103K 0.13% 304

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 $3.38T AUM 44.17% 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

Bayforest Capital's AIZ Position: Q2 2026 in Review

Bayforest Capital opened a new position in Assurant (AIZ) in Q2 2026: 774 shares worth $208K. The stake represents 0.19% of the portfolio and ranks #162 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in AIZ as recently as Q4 2024.

Bayforest Capital first reported a position in AIZ in Q4 2024 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Bayforest Capital held 774 shares of Assurant worth $208K as of Q2 2026.
  • Assurant was a new Bayforest Capital position in Q2 2026.
  • Assurant made up 0.19% of Bayforest Capital's portfolio in Q2 2026, its #162 holding.
  • Bayforest Capital first reported a position in Assurant in Q4 2024 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.