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Vident Advisory’s Assurant AIZ Stock Holding History

Vident Advisory’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 		$324K Buy
1,486
+131
+10% +$29.9K ﹤0.01% 1468
2025
Q4 		$326K Buy
1,355
+89
+7% +$19.9K ﹤0.01% 1350
2025
Q3 		$274K Buy
1,266
+4
+0.3% +$812 ﹤0.01% 1438
2025
Q2 		$249K Sell
1,262
-1,184
-48% -$233K ﹤0.01% 1392
2025
Q1 		$513K Buy
+2,446
New +$510K 0.01% 1019
2023
Q4 		– Sell
-1,650
Closed -$237K – 1314
2023
Q3 		$237K Buy
+1,650
New +$226K 0.01% 1030

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

Vident Advisory's AIZ Position: Q1 2026 in Review

Vident Advisory increased its Assurant (AIZ) stake by 9.7% in Q1 2026, buying an estimated $29.9K and bringing the position to 1,486 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Vident Advisory first reported a position in AIZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $513K in Q1 2025. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Vident Advisory held 1,486 shares of Assurant worth $324K as of Q1 2026.
  • Vident Advisory bought 131 Assurant shares in Q1 2026, an estimated $29.9K.
  • Assurant made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1468 holding.
  • Vident Advisory first reported a position in Assurant in Q3 2023 and has held it in 6 quarters since.
  • Vident Advisory's Assurant position peaked at $513K in Q1 2025.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.