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Waverly Advisors’s Assurant AIZ Stock Holding History

Waverly Advisors’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 		$340K Buy
+1,562
New +$356K ﹤0.01% 1253

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

Waverly Advisors's AIZ Position: Q1 2026 in Review

Waverly Advisors opened a new position in Assurant (AIZ) in Q1 2026: 1,562 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1253 among its holdings.

579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Waverly Advisors held 1,562 shares of Assurant worth $340K as of Q1 2026.
  • Assurant was a new Waverly Advisors position in Q1 2026.
  • Assurant made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1253 holding.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.