Prelude Capital Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Buy |
1,376
+364
| +36% | +$83K | 0.02% | 706 |
|
|
2025
Q4 | $244K | Sell |
1,012
-198
| -16% | -$44.2K | 0.02% | 914 |
|
|
2025
Q3 | $262K | Sell |
1,210
-118
| -9% | -$23.9K | 0.02% | 799 |
|
|
2025
Q2 | $262K | Sell |
1,328
-1,318
| -50% | -$259K | 0.03% | 669 |
|
|
2025
Q1 | $555K | Buy |
+2,646
| New | +$552K | 0.04% | 471 |
|
|
2024
Q4 | – | Sell |
-8,440
| Closed | -$1.68M | – | 1193 |
|
|
2024
Q3 | $1.68M | Buy |
+8,440
| New | +$1.54M | 0.1% | 258 |
|
|
2022
Q1 | – | Sell |
-2,191
| Closed | -$341K | – | 1775 |
|
|
2021
Q4 | $341K | Buy |
+2,191
| New | +$348K | 0.01% | 1240 |
|
|
2021
Q3 | – | Sell |
-1,288
| Closed | -$201K | – | 1693 |
|
|
2021
Q2 | $201K | Buy |
+1,288
| New | +$201K | 0.01% | 1379 |
|
|
2020
Q4 | – | Sell |
-54
| Closed | -$7K | – | 1243 |
|
|
2020
Q3 | $7K | Buy |
+54
| New | +$6.2K | ﹤0.01% | 1500 |
|
|
2020
Q2 | – | Sell |
-1,146
| Closed | -$119K | – | 1927 |
|
|
2020
Q1 | $119K | Buy |
1,146
+899
| +364% | +$111K | 0.01% | 555 |
|
|
2019
Q4 | $32K | Buy |
+247
| New | +$31.8K | ﹤0.01% | 1477 |
|
|
2019
Q2 | – | Sell |
-1,435
| Closed | -$136K | – | 1620 |
|
|
2019
Q1 | $136K | Buy |
1,435
+1,370
| +2,108% | +$133K | 0.01% | 836 |
|
|
2018
Q4 | $6K | Sell |
65
-630
| -91% | -$61.6K | ﹤0.01% | 1506 |
|
|
2018
Q3 | $75K | Sell |
695
-5,713
| -89% | -$605K | ﹤0.01% | 1027 |
|
|
2018
Q2 | $663K | Sell |
6,408
-2,667
| -29% | -$251K | 0.04% | 441 |
|
|
2018
Q1 | $830K | Buy |
+9,075
| New | +$829K | 0.06% | 324 |
|
|
2017
Q4 | – | Sell |
-150
| Closed | -$14K | – | 1332 |
|
|
2017
Q3 | $14K | Sell |
150
-29
| -16% | -$2.9K | ﹤0.01% | 1377 |
|
|
2017
Q2 | $19K | Buy |
+179
| New | +$17.8K | ﹤0.01% | 1266 |
|
|
2016
Q4 | – | Sell |
-776
| Closed | -$72K | – | 1516 |
|
|
2016
Q3 | $72K | Buy |
776
+576
| +288% | +$50.4K | 0.01% | 923 |
|
|
2016
Q2 | $17K | Buy |
+200
| New | +$16.8K | ﹤0.01% | 1317 |
|
|
2015
Q4 | – | Sell |
-1,865
| Closed | -$147K | – | 1436 |
|
|
2015
Q3 | $147K | Buy |
+1,865
| New | +$139K | 0.02% | 712 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$6K | – | 1662 |
|
|
2015
Q1 | $6K | Sell |
100
-4,756
| -98% | -$301K | ﹤0.01% | 1856 |
|
|
2014
Q4 | $332K | Buy |
+4,856
| New | +$323K | 0.05% | 460 |
|
Other funds holding AIZ
VCM
VPM
Prelude Capital Management's AIZ Position: Q1 2026 in Review
Prelude Capital Management increased its Assurant (AIZ) stake by 36% in Q1 2026, buying an estimated $83K and bringing the position to 1,376 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #706.
Prelude Capital Management first reported a position in AIZ in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.68M in Q3 2024. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.
- Prelude Capital Management held 1,376 shares of Assurant worth $300K as of Q1 2026.
- Prelude Capital Management bought 364 Assurant shares in Q1 2026, an estimated $83K.
- Assurant made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #706 holding.
- Prelude Capital Management first reported a position in Assurant in Q4 2014 and has held it in 23 quarters since.
- Prelude Capital Management's Assurant position peaked at $1.68M in Q3 2024.
- 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.
Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.