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Cape Investment Advisory’s Assurant AIZ Stock Holding History

Cape Investment Advisory’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
Q3 		$2.9K Hold
11
– – ﹤0.01% 1176
2026
Q2 		$2.95K Buy
+11
New +$2.68K ﹤0.01% 1153
2026
Q1 		– Sell
-14
Closed -$3.37K – 255
2025
Q4 		$3.37K Buy
+14
New +$3.13K ﹤0.01% 996

Other funds holding AIZ

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Cape Investment Advisory's AIZ Position: Q3 2026 in Review

Cape Investment Advisory held its Assurant (AIZ) position steady in Q3 2026 at 11 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Cape Investment Advisory first reported a position in AIZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.37K in Q4 2025. 32 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Cape Investment Advisory held 11 shares of Assurant worth $2.9K as of Q3 2026.
  • Cape Investment Advisory left its Assurant share count unchanged in Q3 2026.
  • Assurant made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1176 holding.
  • Cape Investment Advisory first reported a position in Assurant in Q4 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's Assurant position peaked at $3.37K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.