PCM
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Prelude Capital Management’s Assurant AIZ Stock Holding History

Prelude Capital 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
2018
Q2 		– Sell
-1,100
Closed -$101K – 1632
2018
Q1 		$101K Buy
+1,100
New +$101K 0.01% 869

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

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. 580 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.
  • 580 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.