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MASECO Private Wealth’s Assurant AIZ Stock Holding History

MASECO Private Wealth’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 		$3.5K Hold
16
– – ﹤0.01% 311
2025
Q4 		$3.87K Hold
16
– – ﹤0.01% 443
2025
Q3 		$3.48K Hold
16
– – ﹤0.01% 208
2025
Q2 		$3.17K Buy
+16
New +$3.14K ﹤0.01% 422

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

MASECO Private Wealth's AIZ Position: Q1 2026 in Review

MASECO Private Wealth held its Assurant (AIZ) position steady in Q1 2026 at 16 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

MASECO Private Wealth first reported a position in AIZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.87K in Q4 2025. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • MASECO Private Wealth held 16 shares of Assurant worth $3.5K as of Q1 2026.
  • MASECO Private Wealth left its Assurant share count unchanged in Q1 2026.
  • Assurant made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #311 holding.
  • MASECO Private Wealth first reported a position in Assurant in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Assurant position peaked at $3.87K in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.