Creative Planning’s Assurant AIZ Stock Holding History

Creative Planning’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
2025 Q3	–	Sell	-4,900	Closed	-$46.4K	–	3911
2025 Q2	$46.4K	Buy	+4,900	New	+$963K	﹤0.01%	3527

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

Creative Planning's AIZ Position: Q1 2026 in Review

Creative Planning increased its Assurant (AIZ) stake by 18% in Q1 2026, buying an estimated $604K and bringing the position to 17,409 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Creative Planning first reported a position in AIZ in Q2 2013 and has held it in 31 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Creative Planning held 17,409 shares of Assurant worth $3.79M as of Q1 2026.
Creative Planning bought 2,647 Assurant shares in Q1 2026, an estimated $604K.
Assurant made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1403 holding.
Creative Planning first reported a position in Assurant in Q2 2013 and has held it in 31 quarters since.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.