Susquehanna Fundamental Investments’s Assurant AIZ Stock Holding History

Susquehanna Fundamental Investments’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	$5.38M	Buy	24,692 +13,432	+119%	+$3.06M	0.2%	121
2025 Q4	$2.71M	Buy	11,260 +1,818	+19%	+$406K	0.09%	207
2025 Q3	$2.05M	Buy	9,442 +469	+5%	+$95.2K	0.08%	238
2025 Q2	$1.77M	Sell	8,973 -17,940	-67%	-$3.53M	0.05%	356
2025 Q1	$5.65M	Buy	26,913 +14,601	+119%	+$3.05M	0.08%	298
2024 Q4	$2.63M	Buy	+12,312	New	+$2.56M	0.04%	457
2022 Q4	–	Sell	-21,080	Closed	-$3.06M	–	1180
2022 Q3	$3.06M	Buy	+21,080	New	+$3.44M	0.05%	462
2019 Q1	–	Sell	-2,600	Closed	-$233K	–	373
2018 Q4	$233K	Sell	2,600 -19,900	-88%	-$1.95M	0.04%	275
2018 Q3	$2.43M	Hold	22,500	–	–	0.41%	83
2018 Q2	$2.33M	Buy	22,500 +14,700	+188%	+$1.38M	0.35%	94
2018 Q1	$713K	Buy	+7,800	New	+$713K	0.08%	297

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

Susquehanna Fundamental Investments's AIZ Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its Assurant (AIZ) stake by 119% in Q1 2026, buying an estimated $3.06M and bringing the position to 24,692 shares worth $5.38M. The position accounts for 0.2% of the portfolio, ranked #121.

Susquehanna Fundamental Investments first reported a position in AIZ in Q1 2018 and has held it in 11 quarters since. The position peaked at $5.65M in Q1 2025. 580 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

Susquehanna Fundamental Investments held 24,692 shares of Assurant worth $5.38M as of Q1 2026.
Susquehanna Fundamental Investments bought 13,432 Assurant shares in Q1 2026, an estimated $3.06M.
Assurant made up 0.2% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #121 holding.
Susquehanna Fundamental Investments first reported a position in Assurant in Q1 2018 and has held it in 11 quarters since.
Susquehanna Fundamental Investments's Assurant position peaked at $5.65M in Q1 2025.
580 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.