Ritholtz Wealth Management’s Assurant AIZ Stock Holding History

Ritholtz Wealth 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	$429K	Buy	1,970 +82	+4%	+$18.7K	0.01%	839
2025 Q4	$455K	Sell	1,888 -123	-6%	-$27.5K	0.01%	748
2025 Q3	$436K	Sell	2,011 -669	-25%	-$136K	0.01%	720
2025 Q2	$529K	Sell	2,680 -2,568	-49%	-$505K	0.01%	626
2025 Q1	$1.1M	Buy	5,248 +1,199	+30%	+$250K	0.03%	376
2024 Q4	$863K	Buy	4,049 +1,518	+60%	+$316K	0.03%	402
2024 Q3	$503K	Buy	2,531 +633	+33%	+$115K	0.02%	550
2024 Q2	$315K	Buy	1,898 +544	+40%	+$94.4K	0.01%	642
2024 Q1	$255K	Buy	+1,354	New	+$236K	0.01%	681

Other funds holding AIZ

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ritholtz Wealth Management's AIZ Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Assurant (AIZ) stake by 4.3% in Q1 2026, buying an estimated $18.7K and bringing the position to 1,970 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #839.

Ritholtz Wealth Management first reported a position in AIZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Ritholtz Wealth Management held 1,970 shares of Assurant worth $429K as of Q1 2026.
Ritholtz Wealth Management bought 82 Assurant shares in Q1 2026, an estimated $18.7K.
Assurant made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #839 holding.
Ritholtz Wealth Management first reported a position in Assurant in Q1 2024 and has held it in 9 quarters since.
Ritholtz Wealth Management's Assurant position peaked at $1.1M in Q1 2025.
579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.