Laurel Wealth Advisors (North Carolina)’s Assurant AIZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-181	Closed	-$43.6K	–	205
2025 Q4	$43.6K	Buy	+181	New	+$40.4K	0.01%	337
2025 Q2	–	Sell	-181	Closed	-$38K	–	202
2025 Q1	$38K	Hold	181	–	–	0.01%	340
2024 Q4	$38.6K	Hold	181	–	–	0.01%	341
2024 Q3	$36K	Hold	181	–	–	0.01%	341
2024 Q2	$30.1K	Hold	181	–	–	0.01%	336
2024 Q1	$34.1K	Hold	181	–	–	0.01%	335
2023 Q4	$30.5K	Hold	181	–	–	0.01%	322
2023 Q3	$26K	Hold	181	–	–	0.01%	338
2023 Q2	$22.8K	Hold	181	–	–	﹤0.01%	357
2023 Q1	$21.7K	Hold	181	–	–	﹤0.01%	355
2022 Q4	$22.6K	Hold	181	–	–	0.01%	321
2022 Q3	$26K	Hold	181	–	–	0.01%	312
2022 Q2	$31K	Hold	181	–	–	0.01%	297
2022 Q1	$33K	Hold	181	–	–	0.01%	303
2021 Q4	$28K	Hold	181	–	–	0.01%	312
2021 Q3	$29K	Hold	181	–	–	0.01%	309
2021 Q2	$28K	Hold	181	–	–	0.01%	339
2021 Q1	$26K	Hold	181	–	–	0.01%	324
2020 Q4	$25K	Hold	181	–	–	0.01%	319
2020 Q3	$22K	Hold	181	–	–	0.01%	306
2020 Q2	$19K	Hold	181	–	–	0.01%	314
2020 Q1	$19K	Hold	181	–	–	0.01%	295
2019 Q4	$24K	Hold	181	–	–	0.01%	310
2019 Q3	$23K	Hold	181	–	–	0.01%	306
2019 Q2	$19K	Hold	181	–	–	0.01%	320
2019 Q1	$17K	Hold	181	–	–	0.01%	321
2018 Q4	$16K	Buy	+181	New	+$17.7K	0.01%	310

Other funds holding AIZ

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AIZ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Assurant (AIZ) in Q1 2026, closing a stake of 181 shares — an estimated $43.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AIZ in Q4 2018 and held it in 27 quarters. The position peaked at $43.6K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 181 Assurant shares in Q1 2026, an estimated $43.6K.
Laurel Wealth Advisors (North Carolina) first reported a position in Assurant in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Assurant position peaked at $43.6K in Q4 2025.
582 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.