Cromwell Holdings’s Assurant AIZ Stock Holding History

Cromwell Holdings’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 Q2	$45.9K	Buy	171 +5	+3%	+$1.22K	0.02%	498
2026 Q1	$36.2K	Hold	166	–	–	0.02%	512
2025 Q4	$40K	Hold	166	–	–	0.02%	497
2025 Q3	$36K	Hold	166	–	–	0.02%	527
2025 Q2	$32.8K	Buy	166 +6	+4%	+$1.18K	0.02%	523
2025 Q1	$33.6K	Hold	160	–	–	0.02%	524
2024 Q4	$34.1K	Hold	160	–	–	0.02%	525
2024 Q3	$31.8K	Hold	160	–	–	0.02%	531
2024 Q2	$26.6K	Buy	+160	New	+$27.8K	0.02%	543

Other funds holding AIZ

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Cromwell Holdings's AIZ Position: Q2 2026 in Review

Cromwell Holdings increased its Assurant (AIZ) stake by 3% in Q2 2026, buying an estimated $1.22K and bringing the position to 171 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #498.

Cromwell Holdings first reported a position in AIZ in Q2 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Cromwell Holdings held 171 shares of Assurant worth $45.9K as of Q2 2026.
Cromwell Holdings bought 5 Assurant shares in Q2 2026, an estimated $1.22K.
Assurant made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #498 holding.
Cromwell Holdings first reported a position in Assurant in Q2 2024 and has held it in 9 quarters since.
94 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.