WCM Investment Management
AIZ icon

WCM Investment Management’s Assurant AIZ Stock Holding History

WCM Investment Management’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 		$247K Buy
1,142
+206
+22% +$47K ﹤0.01% 258
2025
Q4 		$227K Buy
+936
New +$209K ﹤0.01% 237

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 $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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

WCM Investment Management's AIZ Position: Q1 2026 in Review

WCM Investment Management increased its Assurant (AIZ) stake by 22% in Q1 2026, buying an estimated $47K and bringing the position to 1,142 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

WCM Investment Management first reported a position in AIZ in Q4 2025 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • WCM Investment Management held 1,142 shares of Assurant worth $247K as of Q1 2026.
  • WCM Investment Management bought 206 Assurant shares in Q1 2026, an estimated $47K.
  • Assurant made up ﹤0.01% of WCM Investment Management's portfolio in Q1 2026, its #258 holding.
  • WCM Investment Management first reported a position in Assurant in Q4 2025 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.