&Partners’s Assurant AIZ Stock Holding History

&Partners’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	$465K	Buy	2,133 +99	+5%	+$22.6K	﹤0.01%	1739
2025 Q4	$490K	Buy	+2,034	New	+$454K	﹤0.01%	1620

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

&Partners's AIZ Position: Q1 2026 in Review

&Partners increased its Assurant (AIZ) stake by 4.9% in Q1 2026, buying an estimated $22.6K and bringing the position to 2,133 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

&Partners first reported a position in AIZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $490K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

&Partners held 2,133 shares of Assurant worth $465K as of Q1 2026.
&Partners bought 99 Assurant shares in Q1 2026, an estimated $22.6K.
Assurant made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1739 holding.
&Partners first reported a position in Assurant in Q4 2025 and has held it in 2 quarters since.
&Partners's Assurant position peaked at $490K in Q4 2025.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.