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InceptionR’s Assurant AIZ Stock Holding History

InceptionR’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 		$700K Buy
+3,216
New +$733K 0.17% 206
2025
Q4 		– Sell
-3,590
Closed -$778K – 590
2025
Q3 		$778K Buy
+3,590
New +$728K 0.19% 190
2024
Q1 		– Sell
-1,476
Closed -$249K – 576
2023
Q4 		$249K Buy
+1,476
New +$235K 0.18% 265

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

InceptionR's AIZ Position: Q1 2026 in Review

InceptionR opened a new position in Assurant (AIZ) in Q1 2026: 3,216 shares worth $700K. The stake represents 0.17% of the portfolio and ranks #206 among its holdings. This is a return to the name: InceptionR previously reported a position in AIZ as recently as Q3 2025.

InceptionR first reported a position in AIZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $778K in Q3 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • InceptionR held 3,216 shares of Assurant worth $700K as of Q1 2026.
  • Assurant was a new InceptionR position in Q1 2026.
  • Assurant made up 0.17% of InceptionR's portfolio in Q1 2026, its #206 holding.
  • InceptionR first reported a position in Assurant in Q4 2023 and has held it in 3 quarters since.
  • InceptionR's Assurant position peaked at $778K in Q3 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.