Sage Mountain Advisors’s Assurant AIZ Stock Holding History

Sage Mountain Advisors’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	-924	Closed	-$222K	–	294
2025 Q4	$222K	Buy	+924	New	+$206K	0.01%	457

Other funds holding AIZ

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sage Mountain Advisors's AIZ Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Assurant (AIZ) in Q1 2026, closing a stake of 924 shares — an estimated $222K sold.

Sage Mountain Advisors first reported a position in AIZ in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 586 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Sage Mountain Advisors reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 924 Assurant shares in Q1 2026, an estimated $222K.
Sage Mountain Advisors first reported a position in Assurant in Q4 2025 and held it in 1 quarter.
Sage Mountain Advisors's Assurant position peaked at $222K in Q4 2025.
586 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.