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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
Q2 		$948K Buy
3,529
+297
+9% +$72.3K 0.05% 343
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 		$1.98M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cambria Investment Management's AIZ Position: Q2 2026 in Review

Cambria Investment Management increased its Assurant (AIZ) stake by 9.2% in Q2 2026, buying an estimated $72.3K and bringing the position to 3,529 shares worth $948K. The position accounts for 0.05% of the portfolio, ranked #343.

Cambria Investment Management first reported a position in AIZ in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.17M in Q2 2015. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Cambria Investment Management held 3,529 shares of Assurant worth $948K as of Q2 2026.
  • Cambria Investment Management bought 297 Assurant shares in Q2 2026, an estimated $72.3K.
  • Assurant made up 0.05% of Cambria Investment Management's portfolio in Q2 2026, its #343 holding.
  • Cambria Investment Management first reported a position in Assurant in Q4 2014 and has held it in 25 quarters since.
  • Cambria Investment Management's Assurant position peaked at $2.17M in Q2 2015.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.