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 Q2	–	Sell	-2,041	Closed	-$445K	–	260
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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

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

LECAP Asset Management's AIZ Position: Q2 2026 in Review

LECAP Asset Management sold out of Assurant (AIZ) in Q2 2026, closing a stake of 2,041 shares — an estimated $445K sold.

LECAP Asset Management first reported a position in AIZ in Q4 2023 and held it in 5 quarters. The position peaked at $1.19M in Q4 2023. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

LECAP Asset Management reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
LECAP Asset Management sold 2,041 Assurant shares in Q2 2026, an estimated $445K.
LECAP Asset Management first reported a position in Assurant in Q4 2023 and held it in 5 quarters.
LECAP Asset Management's Assurant position peaked at $1.19M in Q4 2023.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.