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Contravisory Investment Management’s Assurant AIZ Stock Holding History

Contravisory 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
Q3 		$74K Buy
+281
New +$78.6K 0.01% 245
2024
Q3 		– Sell
-2,696
Closed -$448K – 345
2024
Q2 		$448K Buy
+2,696
New +$468K 0.1% 136
2020
Q2 		– Sell
-2,901
Closed -$302K – 254
2020
Q1 		$302K Buy
+2,901
New +$358K 0.13% 78
2018
Q1 		– Sell
-3,017
Closed -$304K – 332
2017
Q4 		$304K Buy
3,017
+282
+10% +$27.9K 0.11% 108
2017
Q3 		$261K Sell
2,735
-31
-1% -$3.1K 0.09% 114
2017
Q2 		$287K Buy
2,766
+1,448
+110% +$144K 0.1% 71
2017
Q1 		$126K Buy
1,318
+1,002
+317% +$96.9K 0.04% 143
2016
Q4 		$29K Buy
316
+142
+82% +$12.4K 0.01% 147
2016
Q3 		$16K Buy
+174
New +$15.2K 0.01% 127

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

Contravisory Investment Management's AIZ Position: Q3 2026 in Review

Contravisory Investment Management opened a new position in Assurant (AIZ) in Q3 2026: 281 shares worth $74K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in AIZ as recently as Q2 2024.

Contravisory Investment Management first reported a position in AIZ in Q3 2016 and has held it in 9 quarters since. The position peaked at $448K in Q2 2024. 32 funds tracked by Wall St. Rank hold AIZ as of Q3 2026.

  • Contravisory Investment Management held 281 shares of Assurant worth $74K as of Q3 2026.
  • Assurant was a new Contravisory Investment Management position in Q3 2026.
  • Assurant made up 0.01% of Contravisory Investment Management's portfolio in Q3 2026, its #245 holding.
  • Contravisory Investment Management first reported a position in Assurant in Q3 2016 and has held it in 9 quarters since.
  • Contravisory Investment Management's Assurant position peaked at $448K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Assurant as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.