EDMP Inc’s Assurant AIZ Stock Holding History

EDMP Inc’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	$1.49M	Hold	6,824	–	–	1.2%	34
2025 Q4	$1.64M	Sell	6,824 -166	-2%	-$37.1K	1.35%	33
2025 Q3	$1.51M	Buy	6,990 +166	+2%	+$33.7K	1.2%	35
2025 Q2	$1.35M	Sell	6,824 -215	-3%	-$42.2K	1.15%	37
2025 Q1	$1.48M	Sell	7,039 -134	-2%	-$28K	1.24%	34
2024 Q4	$1.53M	Sell	7,173 -168	-2%	-$34.9K	1.45%	28
2024 Q3	$1.46M	Buy	7,341 +1,191	+19%	+$217K	1.2%	33
2024 Q2	$1.02M	Buy	6,150 +75	+1%	+$13K	0.93%	38
2024 Q1	$1.14M	Hold	6,075	–	–	0.95%	38
2023 Q4	$1.02M	Buy	6,075 +113	+2%	+$18K	0.93%	39
2023 Q3	$856K	Buy	5,962 +3,065	+106%	+$420K	0.87%	42
2023 Q2	$364K	Hold	2,897	–	–	0.35%	51
2023 Q1	$348K	Buy	2,897 +7	+0.2%	+$876	0.35%	49
2022 Q4	$361K	Buy	+2,890	New	+$385K	0.36%	50

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

EDMP Inc's AIZ Position: Q1 2026 in Review

EDMP Inc held its Assurant (AIZ) position steady in Q1 2026 at 6,824 shares worth $1.49M. The position accounts for 1.2% of the portfolio, ranked #34.

EDMP Inc first reported a position in AIZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

EDMP Inc held 6,824 shares of Assurant worth $1.49M as of Q1 2026.
EDMP Inc left its Assurant share count unchanged in Q1 2026.
Assurant made up 1.2% of EDMP Inc's portfolio in Q1 2026, its #34 holding.
EDMP Inc first reported a position in Assurant in Q4 2022 and has held it in 14 quarters since.
EDMP Inc's Assurant position peaked at $1.64M in Q4 2025.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on EDMP Inc's 13F filing for Q1 2026, filed 28 Apr 2026.