Bessemer Group
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Bessemer Group’s Assurant AIZ Stock Holding History

Bessemer Group’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 		$526K Buy
2,414
+262
+12% +$59.7K ﹤0.01% 1122
2025
Q4 		$518K Sell
2,152
-417
-16% -$93.1K ﹤0.01% 1126
2025
Q3 		$556K Buy
2,569
+43
+2% +$8.72K ﹤0.01% 822
2025
Q2 		$499K Sell
2,526
-3,459
-58% -$680K ﹤0.01% 819
2025
Q1 		$1.25M Sell
5,985
-24,665
-80% -$5.15M ﹤0.01% 612
2024
Q4 		$6.54M Buy
30,650
+414
+1% +$86.1K 0.01% 368
2024
Q3 		$6.01M Buy
30,236
+15,830
+110% +$2.88M 0.01% 387
2024
Q2 		$2.4M Sell
14,406
-239
-2% -$41.5K ﹤0.01% 479
2024
Q1 		$2.76M Buy
14,645
+14,228
+3,412% +$2.48M 0.01% 469
2023
Q4 		$71K Buy
417
+30
+8% +$4.77K ﹤0.01% 1277
2023
Q3 		$56K Sell
387
-1,098
-74% -$150K ﹤0.01% 1322
2023
Q2 		$187K Buy
1,485
+93
+7% +$11.6K ﹤0.01% 1063
2023
Q1 		$168K Sell
1,392
-834
-37% -$104K ﹤0.01% 939
2022
Q4 		$279K Buy
2,226
+47
+2% +$6.26K ﹤0.01% 832
2022
Q3 		$317K Sell
2,179
-164
-7% -$26.8K ﹤0.01% 819
2022
Q2 		$405K Buy
2,343
+5
+0.2% +$906 ﹤0.01% 753
2022
Q1 		$425K Sell
2,338
-27
-1% -$4.42K ﹤0.01% 671
2021
Q4 		$369K Buy
2,365
+1,778
+303% +$282K ﹤0.01% 709
2021
Q3 		$93K Buy
587
+32
+6% +$5.17K ﹤0.01% 951
2021
Q2 		$86K Sell
555
-10
-2% -$1.56K ﹤0.01% 977
2021
Q1 		$80K Sell
565
-547
-49% -$73.7K ﹤0.01% 922
2020
Q4 		$151K Sell
1,112
-14,868
-93% -$1.92M ﹤0.01% 780
2020
Q3 		$1.94M Sell
15,980
-57,930
-78% -$6.65M 0.01% 327
2020
Q2 		$7.63M Buy
73,910
+2,765
+4% +$286K 0.02% 264
2020
Q1 		$7.41M Sell
71,145
-47,382
-40% -$5.84M 0.03% 257
2019
Q4 		$15.5M Buy
118,527
+91
+0.1% +$11.7K 0.05% 234
2019
Q3 		$14.9M Buy
118,436
+1,200
+1% +$142K 0.05% 208
2019
Q2 		$12.5M Sell
117,236
-300,458
-72% -$29.7M 0.04% 224
2019
Q1 		$39.6M Sell
417,694
-7,005
-2% -$678K 0.15% 152
2018
Q4 		$38M Buy
424,699
+149,781
+54% +$14.7M 0.17% 142
2018
Q3 		$29.7M Buy
274,918
+149,925
+120% +$15.9M 0.11% 142
2018
Q2 		$12.9M Buy
124,993
+1,805
+1% +$170K 0.05% 178
2018
Q1 		$11.3M Buy
123,188
+20,242
+20% +$1.85M 0.04% 195
2017
Q4 		$10.4M Sell
102,946
-17,315
-14% -$1.71M 0.04% 200
2017
Q3 		$11.5M Buy
120,261
+84,788
+239% +$8.47M 0.05% 199
2017
Q2 		$3.68M Sell
35,473
-1,991
-5% -$198K 0.01% 327
2017
Q1 		$3.58M Buy
37,464
+302
+0.8% +$29.2K 0.01% 365
2016
Q4 		$3.45M Buy
+37,162
New +$3.25M 0.02% 376
2016
Q2 		– Sell
-191
Closed -$15K – 1300
2016
Q1 		$15K Buy
191
+20
+12% +$1.52K ﹤0.01% 1094
2015
Q4 		$14K Hold
171
– – ﹤0.01% 1168
2015
Q3 		$14K Hold
171
– – ﹤0.01% 1155
2015
Q2 		$11K Buy
+171
New +$11K ﹤0.01% 1216
2015
Q1 		– Sell
-1,800
Closed -$123K – 1475
2014
Q4 		$123K Sell
1,800
-49,859
-97% -$3.32M ﹤0.01% 773
2014
Q3 		$3.32M Hold
51,659
– – 0.02% 291
2014
Q2 		$3.39M Hold
51,659
– – 0.02% 275
2014
Q1 		$3.36M Hold
51,659
– – 0.02% 253
2013
Q4 		$3.43M Hold
51,659
– – 0.02% 254
2013
Q3 		$2.79M Buy
51,659
+51,654
+1,033,080% +$2.79M 0.02% 258
2013
Q2 		$0 Buy
+5
New +$243 ﹤0.01% 1309

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

Bessemer Group's AIZ Position: Q1 2026 in Review

Bessemer Group increased its Assurant (AIZ) stake by 12% in Q1 2026, buying an estimated $59.7K and bringing the position to 2,414 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Bessemer Group first reported a position in AIZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $39.6M in Q1 2019. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Bessemer Group held 2,414 shares of Assurant worth $526K as of Q1 2026.
  • Bessemer Group bought 262 Assurant shares in Q1 2026, an estimated $59.7K.
  • Assurant made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1122 holding.
  • Bessemer Group first reported a position in Assurant in Q2 2013 and has held it in 49 quarters since.
  • Bessemer Group's Assurant position peaked at $39.6M in Q1 2019.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.