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Crestmont Private Wealth’s Assurant AIZ Stock Holding History

Crestmont Private Wealth’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 		$297K Buy
1,363
+467
+52% +$106K 0.09% 83
2025
Q4 		$216K Buy
+896
New +$200K 0.07% 88

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

Crestmont Private Wealth's AIZ Position: Q1 2026 in Review

Crestmont Private Wealth increased its Assurant (AIZ) stake by 52% in Q1 2026, buying an estimated $106K and bringing the position to 1,363 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #83.

Crestmont Private Wealth first reported a position in AIZ in Q4 2025 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Crestmont Private Wealth held 1,363 shares of Assurant worth $297K as of Q1 2026.
  • Crestmont Private Wealth bought 467 Assurant shares in Q1 2026, an estimated $106K.
  • Assurant made up 0.09% of Crestmont Private Wealth's portfolio in Q1 2026, its #83 holding.
  • Crestmont Private Wealth first reported a position in Assurant in Q4 2025 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.