CA
AIZ icon

Claro Advisors’s Assurant AIZ Stock Holding History

Claro Advisors’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 		$244K Buy
+1,118
New +$255K 0.03% 425
2019
Q1 		– Sell
-33
Closed -$4K – 173
2018
Q4 		$4K Buy
+33
New +$3.23K ﹤0.01% 803

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

Claro Advisors's AIZ Position: Q1 2026 in Review

Claro Advisors opened a new position in Assurant (AIZ) in Q1 2026: 1,118 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #425 among its holdings. This is a return to the name: Claro Advisors previously reported a position in AIZ as recently as Q4 2018.

Claro Advisors first reported a position in AIZ in Q4 2018 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Claro Advisors held 1,118 shares of Assurant worth $244K as of Q1 2026.
  • Assurant was a new Claro Advisors position in Q1 2026.
  • Assurant made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #425 holding.
  • Claro Advisors first reported a position in Assurant in Q4 2018 and has held it in 2 quarters since.
  • 580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.