Ray Dalio
AIZ icon

Ray Dalio’s Assurant AIZ Stock Holding History

Ray Dalio’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 		$1.95M Sell
8,966
-44,775
-83% -$10.2M 0.01% 664
2025
Q4 		$12.9M Sell
53,741
-2,841
-5% -$635K 0.05% 292
2025
Q3 		$12.3M Buy
+56,582
New +$11.5M 0.05% 296
2025
Q2 		– Sell
-24,945
Closed -$5.23M – 589
2025
Q1 		$5.23M Buy
24,945
+15,742
+171% +$3.28M 0.02% 348
2024
Q4 		$1.96M Sell
9,203
-70,096
-88% -$14.6M 0.01% 444
2024
Q3 		$15.8M Sell
79,299
-5,172
-6% -$942K 0.09% 190
2024
Q2 		$14M Buy
84,471
+38,398
+83% +$6.66M 0.07% 201
2024
Q1 		$8.67M Buy
46,073
+2,989
+7% +$521K 0.04% 285
2023
Q4 		$7.26M Sell
43,084
-6,177
-13% -$982K 0.04% 311
2023
Q3 		$7.07M Sell
49,261
-4,527
-8% -$620K 0.04% 291
2023
Q2 		$6.76M Sell
53,788
-177
-0.3% -$22K 0.04% 253
2023
Q1 		$6.48M Sell
53,965
-873
-2% -$109K 0.04% 268
2022
Q4 		$6.86M Buy
54,838
+43,249
+373% +$5.76M 0.04% 304
2022
Q3 		$1.68M Sell
11,589
-1,762
-13% -$288K 0.01% 595
2022
Q2 		$2.31M Buy
13,351
+3,249
+32% +$588K 0.01% 651
2022
Q1 		$1.84M Buy
10,102
+4,809
+91% +$788K 0.01% 700
2021
Q4 		$825K Buy
+5,293
New +$840K ﹤0.01% 605
2020
Q3 		– Sell
-2,173
Closed -$224K – 436
2020
Q2 		$224K Sell
2,173
-1,105
-34% -$114K ﹤0.01% 366
2020
Q1 		$341K Buy
+3,278
New +$404K 0.01% 331
2017
Q2 		– Sell
-19,819
Closed -$1.9M – 345
2017
Q1 		$1.9M Buy
+19,819
New +$1.92M 0.02% 154
2016
Q3 		– Sell
-3,246
Closed -$280K – 302
2016
Q2 		$280K Buy
+3,246
New +$273K ﹤0.01% 323
2014
Q3 		– Sell
-7,958
Closed -$522K – 367
2014
Q2 		$522K Buy
+7,958
New +$532K ﹤0.01% 254

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's AIZ Position: Q1 2026 in Review

Ray Dalio reduced its Assurant (AIZ) stake by 83% in Q1 2026, selling an estimated $10.2M and leaving 8,966 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #664.

Ray Dalio first reported a position in AIZ in Q2 2014 and has held it in 22 quarters since. The position peaked at $15.8M in Q3 2024. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Ray Dalio held 8,966 shares of Assurant worth $1.95M as of Q1 2026.
  • Ray Dalio sold 44,775 Assurant shares in Q1 2026, an estimated $10.2M.
  • Assurant made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #664 holding.
  • Ray Dalio first reported a position in Assurant in Q2 2014 and has held it in 22 quarters since.
  • Ray Dalio's Assurant position peaked at $15.8M in Q3 2024.
  • 580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.