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Sanctuary Advisors’s Assurant AIZ Stock Holding History

Sanctuary 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 		$413K Sell
1,897
-96
-5% -$21.9K ﹤0.01% 1896
2025
Q4 		$480K Buy
1,993
+184
+10% +$41.1K ﹤0.01% 1755
2025
Q3 		$392K Sell
1,809
-130
-7% -$26.4K ﹤0.01% 1842
2025
Q2 		$383K Sell
1,939
-50
-3% -$9.82K ﹤0.01% 1776
2025
Q1 		$417K Sell
1,989
-928
-32% -$194K ﹤0.01% 1619
2024
Q4 		$638K Sell
2,917
-33
-1% -$6.87K ﹤0.01% 1543
2024
Q3 		$667K Buy
2,950
+204
+7% +$37.2K ﹤0.01% 1520
2024
Q2 		$475K Buy
+2,746
New +$476K ﹤0.01% 1675

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

Sanctuary Advisors's AIZ Position: Q1 2026 in Review

Sanctuary Advisors reduced its Assurant (AIZ) stake by 4.8% in Q1 2026, selling an estimated $21.9K and leaving 1,897 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Sanctuary Advisors first reported a position in AIZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $667K in Q3 2024. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Sanctuary Advisors held 1,897 shares of Assurant worth $413K as of Q1 2026.
  • Sanctuary Advisors sold 96 Assurant shares in Q1 2026, an estimated $21.9K.
  • Assurant made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1896 holding.
  • Sanctuary Advisors first reported a position in Assurant in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Assurant position peaked at $667K in Q3 2024.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.