Patton Fund Management’s Assurant AIZ Stock Holding History

Patton Fund 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	-1,045	Closed	-$228K	–	97
2026 Q1	$228K	Hold	1,045	–	–	0.04%	398
2025 Q4	$252K	Sell	1,045 -108	-9%	-$24.1K	0.03%	101
2025 Q3	$250K	Hold	1,153	–	–	0.04%	266
2025 Q2	$228K	Buy	+1,153	New	+$227K	0.05%	323
2024 Q3	–	Sell	-24,279	Closed	-$4.04M	–	77
2024 Q2	$4.04M	Sell	24,279 -4,786	-16%	-$830K	0.85%	59
2024 Q1	$5.47M	Sell	29,065 -2,876	-9%	-$501K	0.99%	42
2023 Q4	$5.38M	Buy	+31,941	New	+$5.08M	1.2%	25

Other funds holding AIZ

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Patton Fund Management's AIZ Position: Q2 2026 in Review

Patton Fund Management sold out of Assurant (AIZ) in Q2 2026, closing a stake of 1,045 shares — an estimated $228K sold.

Patton Fund Management first reported a position in AIZ in Q4 2023 and held it in 7 quarters. The position peaked at $5.47M in Q1 2024. 87 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Patton Fund Management reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 1,045 Assurant shares in Q2 2026, an estimated $228K.
Patton Fund Management first reported a position in Assurant in Q4 2023 and held it in 7 quarters.
Patton Fund Management's Assurant position peaked at $5.47M in Q1 2024.
87 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.