JWM
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JPL Wealth Management’s Assurant AIZ Stock Holding History

JPL Wealth 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 		$22.2K Buy
+102
New +$23.3K 0.01% 376
2025
Q4 		– Sell
-107
Closed -$23.2K – 147
2025
Q3 		$23.2K Buy
+107
New +$21.7K 0.01% 374

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

JPL Wealth Management's AIZ Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Assurant (AIZ) in Q1 2026: 102 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AIZ as recently as Q3 2025.

JPL Wealth Management first reported a position in AIZ in Q3 2025 and has held it in 2 quarters since. The position peaked at $23.2K in Q3 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • JPL Wealth Management held 102 shares of Assurant worth $22.2K as of Q1 2026.
  • Assurant was a new JPL Wealth Management position in Q1 2026.
  • Assurant made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #376 holding.
  • JPL Wealth Management first reported a position in Assurant in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Assurant position peaked at $23.2K in Q3 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.