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BCS Private Wealth Management’s Assurant AIZ Stock Holding History

BCS Private Wealth Management’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 		$349K Buy
1,602
+55
+4% +$12.5K 0.11% 139
2025
Q4 		$373K Buy
+1,547
New +$346K 0.13% 121

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

BCS Private Wealth Management's AIZ Position: Q1 2026 in Review

BCS Private Wealth Management increased its Assurant (AIZ) stake by 3.6% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,602 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #139.

BCS Private Wealth Management first reported a position in AIZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $373K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • BCS Private Wealth Management held 1,602 shares of Assurant worth $349K as of Q1 2026.
  • BCS Private Wealth Management bought 55 Assurant shares in Q1 2026, an estimated $12.5K.
  • Assurant made up 0.11% of BCS Private Wealth Management's portfolio in Q1 2026, its #139 holding.
  • BCS Private Wealth Management first reported a position in Assurant in Q4 2025 and has held it in 2 quarters since.
  • BCS Private Wealth Management's Assurant position peaked at $373K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.