HBW
AIZ icon

Hazlett, Burt & Watson’s Assurant AIZ Stock Holding History

Hazlett, Burt & Watson’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
-5
Closed -$1K – 908
2025
Q4 		$1K Hold
5
– – ﹤0.01% 881
2025
Q3 		$1K Hold
5
– – ﹤0.01% 830
2025
Q2 		$1K Buy
+5
New +$983 ﹤0.01% 746
2025
Q1 		– Sell
-50
Closed -$11K – 783
2024
Q4 		$11K Hold
50
– – ﹤0.01% 526
2024
Q3 		$10K Buy
+50
New +$9.11K ﹤0.01% 524

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

Hazlett, Burt & Watson's AIZ Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Assurant (AIZ) in Q1 2026, closing a stake of 5 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in AIZ in Q3 2024 and held it in 5 quarters. The position peaked at $11K in Q4 2024. 585 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 5 Assurant shares in Q1 2026, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Assurant in Q3 2024 and held it in 5 quarters.
  • Hazlett, Burt & Watson's Assurant position peaked at $11K in Q4 2024.
  • 585 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.