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Forum Financial Management’s Assurant AIZ Stock Holding History

Forum Financial Management’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
-1,916
Closed -$461K – 354
2025
Q4 		$461K Hold
1,916
– – 0.01% 516
2025
Q3 		$415K Buy
1,916
+403
+27% +$81.8K 0.01% 553
2025
Q2 		$299K Buy
1,513
+87
+6% +$17.1K ﹤0.01% 669
2025
Q1 		$299K Sell
1,426
-3
-0.2% -$626 0.01% 595
2024
Q4 		$305K Buy
1,429
+44
+3% +$9.15K 0.01% 604
2024
Q3 		$275K Sell
1,385
-1
-0.1% -$182 ﹤0.01% 558
2024
Q2 		$230K Buy
1,386
+5
+0.4% +$867 ﹤0.01% 601
2024
Q1 		$260K Hold
1,381
– – ﹤0.01% 564
2023
Q4 		$233K Buy
+1,381
New +$220K ﹤0.01% 573
2022
Q3 		– Sell
-1,529
Closed -$264K – 550
2022
Q2 		$264K Buy
1,529
+195
+15% +$35.3K 0.01% 404
2022
Q1 		$242K Hold
1,334
– – 0.01% 484
2021
Q4 		$208K Buy
+1,334
New +$212K 0.01% 606

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's AIZ Position: Q1 2026 in Review

Forum Financial Management sold out of Assurant (AIZ) in Q1 2026, closing a stake of 1,916 shares — an estimated $461K sold.

Forum Financial Management first reported a position in AIZ in Q4 2021 and held it in 12 quarters. The position peaked at $461K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Forum Financial Management reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,916 Assurant shares in Q1 2026, an estimated $461K.
  • Forum Financial Management first reported a position in Assurant in Q4 2021 and held it in 12 quarters.
  • Forum Financial Management's Assurant position peaked at $461K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.