EI
AIZ icon

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
Q2 		$1.67M Sell
6,203
-621
-9% -$151K 1.34% 30
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EDMP Inc's AIZ Position: Q2 2026 in Review

EDMP Inc reduced its Assurant (AIZ) stake by 9.1% in Q2 2026, selling an estimated $151K and leaving 6,203 shares worth $1.67M. The position accounts for 1.34% of the portfolio, ranked #30.

EDMP Inc first reported a position in AIZ in Q4 2022 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • EDMP Inc held 6,203 shares of Assurant worth $1.67M as of Q2 2026.
  • EDMP Inc sold 621 Assurant shares in Q2 2026, an estimated $151K.
  • Assurant made up 1.34% of EDMP Inc's portfolio in Q2 2026, its #30 holding.
  • EDMP Inc first reported a position in Assurant in Q4 2022 and has held it in 15 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on EDMP Inc's 13F filing for Q2 2026, filed 29 Jul 2026.