EF
AIZ icon

Empirical Finance’s Assurant AIZ Stock Holding History

Empirical Finance’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 		$414K Sell
1,900
-3
-0.2% -$684 0.02% 436
2025
Q4 		$458K Sell
1,903
-76
-4% -$17K 0.02% 420
2025
Q3 		$429K Buy
1,979
+20
+1% +$4.06K 0.02% 439
2025
Q2 		$387K Buy
1,959
+12
+0.6% +$2.36K 0.02% 448
2025
Q1 		$408K Buy
1,947
+106
+6% +$22.1K 0.02% 434
2024
Q4 		$393K Sell
1,841
-22
-1% -$4.58K 0.02% 435
2024
Q3 		$370K Buy
1,863
+36
+2% +$6.56K 0.02% 456
2024
Q2 		$304K Sell
1,827
-153
-8% -$26.5K 0.02% 468
2024
Q1 		$373K Buy
1,980
+64
+3% +$11.1K 0.02% 468
2023
Q4 		$323K Buy
1,916
+92
+5% +$14.6K 0.02% 475
2023
Q3 		$262K Buy
1,824
+165
+10% +$22.6K 0.02% 489
2023
Q2 		$209K Buy
+1,659
New +$207K 0.02% 501
2022
Q4 		– Sell
-1,402
Closed -$204K – 494
2022
Q3 		$204K Buy
1,402
+219
+19% +$35.8K 0.02% 475
2022
Q2 		$204K Buy
1,183
+61
+5% +$11K 0.03% 464
2022
Q1 		$204K Buy
+1,122
New +$184K 0.02% 475
2017
Q1 		– Sell
-32
Closed -$3K – 107
2016
Q4 		$3K Buy
+32
New +$2.8K ﹤0.01% 610

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

Empirical Finance's AIZ Position: Q1 2026 in Review

Empirical Finance reduced its Assurant (AIZ) stake by 0.16% in Q1 2026, selling an estimated $684 and leaving 1,900 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #436.

Empirical Finance first reported a position in AIZ in Q4 2016 and has held it in 16 quarters since. The position peaked at $458K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Empirical Finance held 1,900 shares of Assurant worth $414K as of Q1 2026.
  • Empirical Finance sold 3 Assurant shares in Q1 2026, an estimated $684.
  • Assurant made up 0.02% of Empirical Finance's portfolio in Q1 2026, its #436 holding.
  • Empirical Finance first reported a position in Assurant in Q4 2016 and has held it in 16 quarters since.
  • Empirical Finance's Assurant position peaked at $458K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.