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Silvercrest Asset Management’s Assurant AIZ Stock Holding History

Silvercrest Asset 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 		– Sell
-1,999
Closed -$481K – 834
2025
Q4 		$481K Hold
1,999
– – ﹤0.01% 721
2025
Q3 		$433K Hold
1,999
– – ﹤0.01% 715
2025
Q2 		$395K Hold
1,999
– – ﹤0.01% 739
2025
Q1 		$419K Buy
+1,999
New +$417K ﹤0.01% 730

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

Silvercrest Asset Management's AIZ Position: Q1 2026 in Review

Silvercrest Asset Management sold out of Assurant (AIZ) in Q1 2026, closing a stake of 1,999 shares — an estimated $481K sold.

Silvercrest Asset Management first reported a position in AIZ in Q1 2025 and held it in 4 quarters. The position peaked at $481K in Q4 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Silvercrest Asset Management reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Silvercrest Asset Management sold 1,999 Assurant shares in Q1 2026, an estimated $481K.
  • Silvercrest Asset Management first reported a position in Assurant in Q1 2025 and held it in 4 quarters.
  • Silvercrest Asset Management's Assurant position peaked at $481K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.