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Beacon Pointe Advisors’s Assurant AIZ Stock Holding History

Beacon Pointe Advisors’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 		$245K Buy
+1,126
New +$257K ﹤0.01% 1640

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

Beacon Pointe Advisors's AIZ Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Assurant (AIZ) in Q1 2026: 1,126 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1640 among its holdings.

579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Beacon Pointe Advisors held 1,126 shares of Assurant worth $245K as of Q1 2026.
  • Assurant was a new Beacon Pointe Advisors position in Q1 2026.
  • Assurant made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1640 holding.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.