Optima Capital’s Assurant AIZ Stock Holding History

Optima Capital’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	-5	Closed	-$1.21K	–	189
2025 Q4	$1.21K	Buy	+5	New	+$1.12K	﹤0.01%	900

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

Optima Capital's AIZ Position: Q1 2026 in Review

Optima Capital sold out of Assurant (AIZ) in Q1 2026, closing a stake of 5 shares — an estimated $1.21K sold.

Optima Capital first reported a position in AIZ in Q4 2025 and held it in 1 quarter. The position peaked at $1.21K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Optima Capital reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 5 Assurant shares in Q1 2026, an estimated $1.21K.
Optima Capital first reported a position in Assurant in Q4 2025 and held it in 1 quarter.
Optima Capital's Assurant position peaked at $1.21K in Q4 2025.
582 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.