Wedge Capital Management’s Assurant AIZ Stock Holding History

Wedge Capital 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 Q2	–	Sell	-1,521	Closed	-$331K	–	488
2026 Q1	$331K	Sell	1,521 -1,282	-46%	-$292K	0.01%	491
2025 Q4	$675K	Sell	2,803 -689	-20%	-$154K	0.01%	462
2025 Q3	$756K	Sell	3,492 -2,166	-38%	-$440K	0.01%	469
2025 Q2	$1.12M	Sell	5,658 -1,559	-22%	-$306K	0.02%	413
2025 Q1	$1.51M	Sell	7,217 -794	-10%	-$166K	0.03%	360
2024 Q4	$1.71M	Sell	8,011 -1,177	-13%	-$245K	0.03%	352
2024 Q3	$1.83M	Sell	9,188 -1,941	-17%	-$354K	0.03%	341
2024 Q2	$1.85M	Sell	11,129 -10,826	-49%	-$1.88M	0.03%	319
2024 Q1	$4.13M	Sell	21,955 -8,150	-27%	-$1.42M	0.07%	256
2023 Q4	$5.07M	Sell	30,105 -17,193	-36%	-$2.73M	0.09%	231
2023 Q3	$6.79M	Sell	47,298 -53,561	-53%	-$7.34M	0.13%	180
2023 Q2	$12.7M	Sell	100,859 -55,860	-36%	-$6.96M	0.2%	165
2023 Q1	$18.8M	Buy	156,719 +6,484	+4%	+$811K	0.32%	114
2022 Q4	$18.8M	Buy	150,235 +33,901	+29%	+$4.52M	0.3%	126
2022 Q3	$16.9M	Sell	116,334 -3,220	-3%	-$526K	0.29%	132
2022 Q2	$20.7M	Sell	119,554 -18,361	-13%	-$3.33M	0.33%	128
2022 Q1	$25.1M	Sell	137,915 -37,712	-21%	-$6.18M	0.34%	130
2021 Q4	$27.4M	Sell	175,627 -11,174	-6%	-$1.77M	0.34%	131
2021 Q3	$29.5M	Sell	186,801 -45,013	-19%	-$7.27M	0.38%	104
2021 Q2	$36.2M	Sell	231,814 -25,454	-10%	-$3.98M	0.44%	61
2021 Q1	$36.5M	Sell	257,268 -112,585	-30%	-$15.2M	0.43%	71
2020 Q4	$50.4M	Sell	369,853 -103,145	-22%	-$13.3M	0.58%	51
2020 Q3	$57.4M	Sell	472,998 -70,807	-13%	-$8.13M	0.77%	37
2020 Q2	$56.2M	Buy	543,805 +109,236	+25%	+$11.3M	0.77%	32
2020 Q1	$45.2M	Sell	434,569 -51,480	-11%	-$6.35M	0.78%	23
2019 Q4	$63.7M	Sell	486,049 -314,287	-39%	-$40.4M	0.71%	27
2019 Q3	$101M	Sell	800,336 -38,130	-5%	-$4.52M	1.17%	14
2019 Q2	$89.2M	Sell	838,466 -35,650	-4%	-$3.52M	1.02%	18
2019 Q1	$83M	Sell	874,116 -54,701	-6%	-$5.3M	0.95%	24
2018 Q4	$83.1M	Sell	928,817 -118,032	-11%	-$11.5M	1.03%	19
2018 Q3	$113M	Sell	1,046,849 -26,674	-2%	-$2.82M	1.08%	19
2018 Q2	$111M	Sell	1,073,523 -84,057	-7%	-$7.91M	1.09%	20
2018 Q1	$106M	Sell	1,157,580 -52,038	-4%	-$4.76M	1.02%	23
2017 Q4	$122M	Buy	1,209,618 +14,784	+1%	+$1.46M	1.09%	19
2017 Q3	$114M	Buy	1,194,834 +33,016	+3%	+$3.3M	1.06%	22
2017 Q2	$120M	Buy	1,161,818 +3,285	+0.3%	+$327K	1.15%	16
2017 Q1	$111M	Buy	1,158,533 +651,139	+128%	+$63M	1.06%	20
2016 Q4	$47.1M	Buy	507,394 +108,520	+27%	+$9.48M	0.46%	70
2016 Q3	$36.8M	Buy	398,874 +2,088	+0.5%	+$183K	0.37%	93
2016 Q2	$34.2M	Sell	396,786 -8,582	-2%	-$721K	0.35%	94
2016 Q1	$31.3M	Sell	405,368 -6,493	-2%	-$493K	0.33%	100
2015 Q4	$33.2M	Sell	411,861 -550	-0.1%	-$45.4K	0.35%	104
2015 Q3	$32.6M	Sell	412,411 -1,200	-0.3%	-$89.6K	0.34%	90
2015 Q2	$27.7M	Sell	413,611 -7,125	-2%	-$459K	0.27%	123
2015 Q1	$25.8M	Sell	420,736 -33,325	-7%	-$2.11M	0.26%	125
2014 Q4	$31.1M	Sell	454,061 -24,518	-5%	-$1.63M	0.31%	124
2014 Q3	$30.8M	Sell	478,579 -12,375	-3%	-$810K	0.33%	119
2014 Q2	$32.2M	Sell	490,954 -466,940	-49%	-$31.2M	0.33%	126
2014 Q1	$62.2M	Sell	957,894 -59,442	-6%	-$3.9M	0.65%	39
2013 Q4	$67.5M	Sell	1,017,336 -90,040	-8%	-$5.51M	0.72%	26
2013 Q3	$59.9M	Sell	1,107,376 -25,760	-2%	-$1.39M	0.69%	27
2013 Q2	$57.7M	Buy	+1,133,136	New	+$55M	0.69%	27

Other funds holding AIZ

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management's AIZ Position: Q2 2026 in Review

Wedge Capital Management sold out of Assurant (AIZ) in Q2 2026, closing a stake of 1,521 shares — an estimated $331K sold.

Wedge Capital Management first reported a position in AIZ in Q2 2013 and held it in 52 quarters. The position peaked at $122M in Q4 2017. 118 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Wedge Capital Management reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
Wedge Capital Management sold 1,521 Assurant shares in Q2 2026, an estimated $331K.
Wedge Capital Management first reported a position in Assurant in Q2 2013 and held it in 52 quarters.
Wedge Capital Management's Assurant position peaked at $122M in Q4 2017.
118 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.