Lido Advisors’s Assurant AIZ Stock Holding History

Lido Advisors’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	$638K	Sell	2,930 -168	-5%	-$38.3K	﹤0.01%	1173
2025 Q4	$672K	Buy	3,098 +22	+0.7%	+$4.91K	﹤0.01%	1178
2025 Q3	$666K	Buy	3,076 +116	+4%	+$23.5K	﹤0.01%	1112
2025 Q2	$585K	Sell	2,960 -157	-5%	-$30.9K	﹤0.01%	1049
2025 Q1	$654K	Sell	3,117 -311	-9%	-$64.9K	﹤0.01%	927
2024 Q4	$731K	Buy	3,428 +21	+0.6%	+$4.37K	﹤0.01%	881
2024 Q3	$678K	Buy	3,407 +2,173	+176%	+$396K	﹤0.01%	848
2024 Q2	$205K	Buy	1,234 +5	+0.4%	+$867	﹤0.01%	1278
2024 Q1	$231K	Sell	1,229 -256	-17%	-$44.6K	﹤0.01%	1212
2023 Q4	$250K	Buy	+1,485	New	+$236K	﹤0.01%	1120

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

Lido Advisors's AIZ Position: Q1 2026 in Review

Lido Advisors reduced its Assurant (AIZ) stake by 5.4% in Q1 2026, selling an estimated $38.3K and leaving 2,930 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Lido Advisors first reported a position in AIZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $731K in Q4 2024. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Lido Advisors held 2,930 shares of Assurant worth $638K as of Q1 2026.
Lido Advisors sold 168 Assurant shares in Q1 2026, an estimated $38.3K.
Assurant made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1173 holding.
Lido Advisors first reported a position in Assurant in Q4 2023 and has held it in 10 quarters since.
Lido Advisors's Assurant position peaked at $731K in Q4 2024.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.