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C.M. Bidwell & Associates’s Assurant AIZ Stock Holding History

C.M. Bidwell & Associates’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 		$281K Sell
1,289
-8
-0.6% -$1.82K 0.13% 97
2025
Q4 		$312K Sell
1,297
-55
-4% -$12.3K 0.15% 88
2025
Q3 		$293K Sell
1,352
-90
-6% -$18.3K 0.14% 95
2025
Q2 		$285K Sell
1,442
-67
-4% -$13.2K 0.15% 95
2025
Q1 		$317K Sell
1,509
-25
-2% -$5.22K 0.19% 86
2024
Q4 		$327K Sell
1,534
-17
-1% -$3.54K 0.2% 86
2024
Q3 		$308K Sell
1,551
-45
-3% -$8.2K 0.19% 90
2024
Q2 		$265K Buy
1,596
+205
+15% +$35.6K 0.18% 94
2024
Q1 		$262K Buy
1,391
+3
+0.2% +$523 0.18% 103
2023
Q4 		$234K Buy
+1,388
New +$221K 0.17% 105
2015
Q4 		– Sell
-44,545
Closed -$3.52M – 234
2015
Q3 		$3.52M Buy
+44,545
New +$3.33M 0.87% 56
2014
Q3 		– Sell
-66,305
Closed -$4.35M – 227
2014
Q2 		$4.35M Buy
+66,305
New +$4.43M 0.99% 43

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

C.M. Bidwell & Associates's AIZ Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Assurant (AIZ) stake by 0.62% in Q1 2026, selling an estimated $1.82K and leaving 1,289 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #97.

C.M. Bidwell & Associates first reported a position in AIZ in Q2 2014 and has held it in 12 quarters since. The position peaked at $4.35M in Q2 2014. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • C.M. Bidwell & Associates held 1,289 shares of Assurant worth $281K as of Q1 2026.
  • C.M. Bidwell & Associates sold 8 Assurant shares in Q1 2026, an estimated $1.82K.
  • Assurant made up 0.13% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #97 holding.
  • C.M. Bidwell & Associates first reported a position in Assurant in Q2 2014 and has held it in 12 quarters since.
  • C.M. Bidwell & Associates's Assurant position peaked at $4.35M in Q2 2014.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.