Kovitz Investment Group Partners
AIZ icon

Kovitz Investment Group Partners’s Assurant AIZ Stock Holding History

Kovitz Investment Group Partners’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 		$2.01M Sell
9,231
-230
-2% -$52.4K 0.05% 224
2025
Q4 		$2.28M Sell
9,461
-2,299
-20% -$514K 0.05% 214
2025
Q3 		$2.55M Buy
11,760
+9,470
+414% +$1.92M 0.01% 593
2025
Q2 		$452K Sell
2,290
-151
-6% -$29.7K ﹤0.01% 1009
2025
Q1 		$512K Sell
2,441
-167
-6% -$34.8K ﹤0.01% 894
2024
Q4 		$557K Buy
2,608
+164
+7% +$34.1K ﹤0.01% 863
2024
Q3 		$334K Buy
2,444
+1,101
+82% +$201K ﹤0.01% 846
2024
Q2 		$223K Buy
+1,343
New +$233K ﹤0.01% 781

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

Kovitz Investment Group Partners's AIZ Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Assurant (AIZ) stake by 2.4% in Q1 2026, selling an estimated $52.4K and leaving 9,231 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #224.

Kovitz Investment Group Partners first reported a position in AIZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q3 2025. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Kovitz Investment Group Partners held 9,231 shares of Assurant worth $2.01M as of Q1 2026.
  • Kovitz Investment Group Partners sold 230 Assurant shares in Q1 2026, an estimated $52.4K.
  • Assurant made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #224 holding.
  • Kovitz Investment Group Partners first reported a position in Assurant in Q2 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's Assurant position peaked at $2.55M in Q3 2025.
  • 580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.