LECAP Asset Management’s Assurant AIZ Stock Holding History

LECAP Asset 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	$445K	Buy	+2,041	New	+$465K	0.17%	207
2025 Q3	–	Sell	-3,404	Closed	-$672K	–	271
2025 Q2	$672K	Buy	+3,404	New	+$669K	0.24%	163
2025 Q1	–	Sell	-4,792	Closed	-$1.02M	–	280
2024 Q4	$1.02M	Buy	4,792 +1,367	+40%	+$284K	0.28%	148
2024 Q3	$681K	Buy	+3,425	New	+$624K	0.15%	233
2024 Q1	–	Sell	-7,077	Closed	-$1.19M	–	287
2023 Q4	$1.19M	Buy	+7,077	New	+$1.12M	0.43%	80

Other funds holding AIZ

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LECAP Asset Management's AIZ Position: Q1 2026 in Review

LECAP Asset Management opened a new position in Assurant (AIZ) in Q1 2026: 2,041 shares worth $445K. The stake represents 0.17% of the portfolio and ranks #207 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in AIZ as recently as Q2 2025.

LECAP Asset Management first reported a position in AIZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2023. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

LECAP Asset Management held 2,041 shares of Assurant worth $445K as of Q1 2026.
Assurant was a new LECAP Asset Management position in Q1 2026.
Assurant made up 0.17% of LECAP Asset Management's portfolio in Q1 2026, its #207 holding.
LECAP Asset Management first reported a position in Assurant in Q4 2023 and has held it in 5 quarters since.
LECAP Asset Management's Assurant position peaked at $1.19M in Q4 2023.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.