CFO
AIZ icon

Callan Family Office’s Assurant AIZ Stock Holding History

Callan Family Office’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 		$252K Sell
1,157
-23
-2% -$5.24K 0.01% 987
2025
Q4 		$284K Buy
1,180
+242
+26% +$54.1K 0.01% 943
2025
Q3 		$203K Buy
+938
New +$190K 0.01% 823

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

Callan Family Office's AIZ Position: Q1 2026 in Review

Callan Family Office reduced its Assurant (AIZ) stake by 1.9% in Q1 2026, selling an estimated $5.24K and leaving 1,157 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #987.

Callan Family Office first reported a position in AIZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Callan Family Office held 1,157 shares of Assurant worth $252K as of Q1 2026.
  • Callan Family Office sold 23 Assurant shares in Q1 2026, an estimated $5.24K.
  • Assurant made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #987 holding.
  • Callan Family Office first reported a position in Assurant in Q3 2025 and has held it in 3 quarters since.
  • Callan Family Office's Assurant position peaked at $284K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.