EF
AIZ icon

Empowered Funds’s Assurant AIZ Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-5,769
Closed -$721K – 519
2022
Q4 		$721K Buy
+5,769
New +$769K 0.05% 314

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

Empowered Funds's AIZ Position: Q1 2026 in Review

Empowered Funds sold out of Assurant (AIZ) in Q1 2026, closing a stake of 4,106 shares — an estimated $989K sold.

Empowered Funds first reported a position in AIZ in Q1 2023 and held it in 3 quarters. The position peaked at $989K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Empowered Funds reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Empowered Funds sold 4,106 Assurant shares in Q1 2026, an estimated $989K.
  • Empowered Funds first reported a position in Assurant in Q1 2023 and held it in 3 quarters.
  • Empowered Funds's Assurant position peaked at $989K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.