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HFM Investment Advisors’s Assurant AIZ Stock Holding History

HFM Investment Advisors’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 		$1.09K Hold
5
– – ﹤0.01% 377
2025
Q4 		$1.21K Hold
5
– – ﹤0.01% 402
2025
Q3 		$1.08K Hold
5
– – ﹤0.01% 334
2025
Q2 		$987 Buy
5
+3
+150% +$590 ﹤0.01% 367
2025
Q1 		$420 Buy
+2
New +$417 ﹤0.01% 344

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

HFM Investment Advisors's AIZ Position: Q1 2026 in Review

HFM Investment Advisors held its Assurant (AIZ) position steady in Q1 2026 at 5 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

HFM Investment Advisors first reported a position in AIZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.21K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • HFM Investment Advisors held 5 shares of Assurant worth $1.09K as of Q1 2026.
  • HFM Investment Advisors left its Assurant share count unchanged in Q1 2026.
  • Assurant made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #377 holding.
  • HFM Investment Advisors first reported a position in Assurant in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Assurant position peaked at $1.21K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.