Catalyst Financial Partners’s Assurant AIZ Stock Holding History

Catalyst Financial Partners’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	$245K	Buy	1,126 +13	+1%	+$2.96K	0.03%	328
2025 Q4	$268K	Buy	1,113 +4	+0.4%	+$893	0.03%	267
2025 Q3	$240K	Buy	1,109 +11	+1%	+$2.23K	0.03%	273
2025 Q2	$217K	Buy	1,098 +14	+1%	+$2.75K	0.02%	280
2025 Q1	$227K	Buy	1,084 +4	+0.4%	+$835	0.04%	250
2024 Q4	$230K	Sell	1,080 -362	-25%	-$75.3K	0.04%	246
2024 Q3	$287K	Sell	1,442 -24	-2%	-$4.37K	0.06%	209
2024 Q2	$244K	Buy	1,466 +59	+4%	+$10.2K	0.05%	215
2024 Q1	$239K	Sell	1,407 -50	-3%	-$8.71K	0.06%	198
2023 Q4	$245K	Buy	1,457 +6	+0.4%	+$954	0.07%	191
2023 Q3	$208K	Buy	+1,451	New	+$199K	0.07%	198
2023 Q1	–	Sell	-1,645	Closed	-$206K	–	182
2022 Q4	$206K	Buy	+1,645	New	+$219K	0.11%	153

Other funds holding AIZ

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Catalyst Financial Partners's AIZ Position: Q1 2026 in Review

Catalyst Financial Partners increased its Assurant (AIZ) stake by 1.2% in Q1 2026, buying an estimated $2.96K and bringing the position to 1,126 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #328.

Catalyst Financial Partners first reported a position in AIZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $287K in Q3 2024. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Catalyst Financial Partners held 1,126 shares of Assurant worth $245K as of Q1 2026.
Catalyst Financial Partners bought 13 Assurant shares in Q1 2026, an estimated $2.96K.
Assurant made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #328 holding.
Catalyst Financial Partners first reported a position in Assurant in Q4 2022 and has held it in 12 quarters since.
Catalyst Financial Partners's Assurant position peaked at $287K in Q3 2024.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.