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Cynosure Group’s Assurant AIZ Stock Holding History

Cynosure Group’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 		– Sell
-2,091
Closed -$504K – 211
2025
Q4 		$504K Buy
+2,091
New +$467K 0.05% 171

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

Cynosure Group's AIZ Position: Q1 2026 in Review

Cynosure Group sold out of Assurant (AIZ) in Q1 2026, closing a stake of 2,091 shares — an estimated $504K sold.

Cynosure Group first reported a position in AIZ in Q4 2025 and held it in 1 quarter. The position peaked at $504K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Cynosure Group reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 2,091 Assurant shares in Q1 2026, an estimated $504K.
  • Cynosure Group first reported a position in Assurant in Q4 2025 and held it in 1 quarter.
  • Cynosure Group's Assurant position peaked at $504K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.