HFM
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Harvest Fund Management’s Assurant AIZ Stock Holding History

Harvest Fund 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
-31
Closed -$7K – 531
2025
Q4 		$7K Hold
31
– – ﹤0.01% 516
2025
Q3 		$7K Buy
+31
New +$6.29K ﹤0.01% 542
2025
Q1 		– Sell
-2,237
Closed -$477K – 669
2024
Q4 		$477K Buy
2,237
+1,488
+199% +$310K 0.02% 332
2024
Q3 		$149K Buy
749
+321
+75% +$58.5K 0.01% 370
2024
Q2 		$71K Sell
428
-660
-61% -$115K 0.01% 452
2024
Q1 		$205K Buy
1,088
+698
+179% +$122K 0.02% 320
2023
Q4 		$66K Buy
390
+212
+119% +$33.7K 0.01% 384
2023
Q3 		$26K Buy
178
+91
+105% +$12.5K ﹤0.01% 462
2023
Q2 		$11K Buy
+87
New +$10.8K ﹤0.01% 551
2020
Q4 		– Sell
-209
Closed -$26K – 576
2020
Q3 		$26K Buy
+209
New +$24K ﹤0.01% 465

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

Harvest Fund Management's AIZ Position: Q1 2026 in Review

Harvest Fund Management sold out of Assurant (AIZ) in Q1 2026, closing a stake of 31 shares — an estimated $7K sold.

Harvest Fund Management first reported a position in AIZ in Q3 2020 and held it in 10 quarters. The position peaked at $477K in Q4 2024. 584 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Harvest Fund Management reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 31 Assurant shares in Q1 2026, an estimated $7K.
  • Harvest Fund Management first reported a position in Assurant in Q3 2020 and held it in 10 quarters.
  • Harvest Fund Management's Assurant position peaked at $477K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.