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SHP Wealth Management’s Assurant AIZ Stock Holding History

SHP 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 		$1.74K Buy
+8
New +$1.82K ﹤0.01% 1317

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

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

SHP Wealth Management opened a new position in Assurant (AIZ) in Q1 2026: 8 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings.

581 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • SHP Wealth Management held 8 shares of Assurant worth $1.74K as of Q1 2026.
  • Assurant was a new SHP Wealth Management position in Q1 2026.
  • Assurant made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1317 holding.
  • 581 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.