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Rakuten Investment Management’s Assurant AIZ Stock Holding History

Rakuten Investment 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
Q1 		– Sell
-4,467
Closed -$1.08M – 478
2025
Q4 		$1.08M Sell
4,467
-4,447
-50% -$993K ﹤0.01% 496
2025
Q3 		$8.58M Buy
+8,914
New +$1.81M 0.03% 163
2025
Q1 		$967K Buy
+4,688
New +$978K ﹤0.01% 499
2024
Q3 		$587K Buy
2,938
+725
+33% +$132K ﹤0.01% 418
2024
Q2 		$370K Buy
2,213
+811
+58% +$141K ﹤0.01% 425
2024
Q1 		$264K Buy
1,402
+1,272
+978% +$222K ﹤0.01% 417
2023
Q4 		$21.8K Buy
+130
New +$20.7K ﹤0.01% 423

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

Rakuten Investment Management's AIZ Position: Q1 2026 in Review

Rakuten Investment Management sold out of Assurant (AIZ) in Q1 2026, closing a stake of 4,467 shares — an estimated $1.08M sold.

Rakuten Investment Management first reported a position in AIZ in Q4 2023 and held it in 7 quarters. The position peaked at $8.58M in Q3 2025. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Rakuten Investment Management reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Rakuten Investment Management sold 4,467 Assurant shares in Q1 2026, an estimated $1.08M.
  • Rakuten Investment Management first reported a position in Assurant in Q4 2023 and held it in 7 quarters.
  • Rakuten Investment Management's Assurant position peaked at $8.58M in Q3 2025.
  • 580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.