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Turning Point Benefit Group’s Assurant AIZ Stock Holding History

Turning Point Benefit Group’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
-3
Closed -$722 – 123
2025
Q4 		$722 Hold
3
– – ﹤0.01% 595
2025
Q3 		$652 Buy
+3
New +$609 ﹤0.01% 448

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 $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Turning Point Benefit Group's AIZ Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Assurant (AIZ) in Q1 2026, closing a stake of 3 shares — an estimated $722 sold.

Turning Point Benefit Group first reported a position in AIZ in Q3 2025 and held it in 2 quarters. The position peaked at $722 in Q4 2025. 586 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 3 Assurant shares in Q1 2026, an estimated $722.
  • Turning Point Benefit Group first reported a position in Assurant in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Assurant position peaked at $722 in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.