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Syon Capital’s Assurant AIZ Stock Holding History

Syon Capital’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 		$526K Buy
2,415
+525
+28% +$120K 0.03% 533
2025
Q4 		$455K Buy
1,890
+377
+25% +$84.2K 0.02% 596
2025
Q3 		$328K Buy
1,513
+413
+38% +$83.8K 0.02% 625
2025
Q2 		$217K Buy
+1,100
New +$216K 0.01% 667

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

Syon Capital's AIZ Position: Q1 2026 in Review

Syon Capital increased its Assurant (AIZ) stake by 28% in Q1 2026, buying an estimated $120K and bringing the position to 2,415 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #533.

Syon Capital first reported a position in AIZ in Q2 2025 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Syon Capital held 2,415 shares of Assurant worth $526K as of Q1 2026.
  • Syon Capital bought 525 Assurant shares in Q1 2026, an estimated $120K.
  • Assurant made up 0.03% of Syon Capital's portfolio in Q1 2026, its #533 holding.
  • Syon Capital first reported a position in Assurant in Q2 2025 and has held it in 4 quarters since.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.