HIM
AIZ icon

Hillsdale Investment Management’s Assurant AIZ Stock Holding History

Hillsdale Investment 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 		$4.81M Buy
22,080
+1,400
+7% +$319K 0.13% 194
2025
Q4 		$4.98M Buy
20,680
+16,500
+395% +$3.69M 0.14% 202
2025
Q3 		$905K Buy
+4,180
New +$848K 0.03% 378
2024
Q3 		– Sell
-3,585
Closed -$596K – 590
2024
Q2 		$596K Buy
3,585
+305
+9% +$52.9K 0.05% 285
2024
Q1 		$617K Buy
+3,280
New +$571K 0.05% 278

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 $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 $3.37T AUM 44.26% 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

Hillsdale Investment Management's AIZ Position: Q1 2026 in Review

Hillsdale Investment Management increased its Assurant (AIZ) stake by 6.8% in Q1 2026, buying an estimated $319K and bringing the position to 22,080 shares worth $4.81M. The position accounts for 0.13% of the portfolio, ranked #194.

Hillsdale Investment Management first reported a position in AIZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.98M in Q4 2025. 581 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Hillsdale Investment Management held 22,080 shares of Assurant worth $4.81M as of Q1 2026.
  • Hillsdale Investment Management bought 1,400 Assurant shares in Q1 2026, an estimated $319K.
  • Assurant made up 0.13% of Hillsdale Investment Management's portfolio in Q1 2026, its #194 holding.
  • Hillsdale Investment Management first reported a position in Assurant in Q1 2024 and has held it in 5 quarters since.
  • Hillsdale Investment Management's Assurant position peaked at $4.98M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.