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Cambria Investment Management’s Assurant AIZ Stock Holding History

Cambria Investment 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 		$704K Buy
3,232
+383
+13% +$87.3K 0.04% 301
2025
Q4 		$686K Buy
2,849
+188
+7% +$42K 0.04% 294
2025
Q3 		$576K Buy
2,661
+531
+25% +$108K 0.04% 330
2025
Q2 		$421K Sell
2,130
-59
-3% -$11.6K 0.03% 338
2025
Q1 		$459K Buy
2,189
+427
+24% +$89.1K 0.03% 197
2024
Q4 		$376K Sell
1,762
-75
-4% -$15.6K 0.02% 294
2024
Q3 		$365K Sell
1,837
-44
-2% -$8.02K 0.02% 270
2024
Q2 		$313K Sell
1,881
-477
-20% -$82.8K 0.02% 309
2024
Q1 		$444K Sell
2,358
-241
-9% -$42K 0.03% 214
2023
Q4 		$438K Buy
+2,599
New +$413K 0.03% 211
2018
Q2 		– Sell
-17,377
Closed -$1.59M – 279
2018
Q1 		$1.59M Buy
17,377
+452
+3% +$41.3K 0.23% 125
2017
Q4 		$1.71M Buy
16,925
+1,356
+9% +$134K 0.24% 113
2017
Q3 		$1.49M Sell
15,569
-1,763
-10% -$176K 0.23% 116
2017
Q2 		$1.8M Sell
17,332
-2,260
-12% -$225K 0.39% 94
2017
Q1 		$1.87M Buy
19,592
+537
+3% +$51.9K 0.63% 52
2016
Q4 		$1.77M Sell
19,055
-70
-0.4% -$6.12K 0.74% 48
2016
Q3 		$1.76M Sell
19,125
-1,575
-8% -$138K 0.82% 31
2016
Q2 		$1.79M Sell
20,700
-2,025
-9% -$170K 0.82% 34
2016
Q1 		$1.75M Sell
22,725
-1,630
-7% -$124K 0.81% 40
2015
Q4 		$1.96M Sell
24,355
-1,885
-7% -$155K 0.79% 34
2015
Q3 		$2.07M Sell
26,240
-6,215
-19% -$464K 0.8% 27
2015
Q2 		$2.17M Buy
32,455
+225
+0.7% +$14.5K 0.66% 70
2015
Q1 		$1.98K Buy
32,230
+1,575
+5% +$99.7K 0.22% 96
2014
Q4 		$2.1M Buy
+30,655
New +$2.04M 0.75% 69

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

Cambria Investment Management's AIZ Position: Q1 2026 in Review

Cambria Investment Management increased its Assurant (AIZ) stake by 13% in Q1 2026, buying an estimated $87.3K and bringing the position to 3,232 shares worth $704K. The position accounts for 0.04% of the portfolio, ranked #301.

Cambria Investment Management first reported a position in AIZ in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.17M in Q2 2015. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Cambria Investment Management held 3,232 shares of Assurant worth $704K as of Q1 2026.
  • Cambria Investment Management bought 383 Assurant shares in Q1 2026, an estimated $87.3K.
  • Assurant made up 0.04% of Cambria Investment Management's portfolio in Q1 2026, its #301 holding.
  • Cambria Investment Management first reported a position in Assurant in Q4 2014 and has held it in 24 quarters since.
  • Cambria Investment Management's Assurant position peaked at $2.17M in Q2 2015.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.