WG
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Winton Group’s Assurant AIZ Stock Holding History

Winton 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
-27,577
Closed -$6.64M – 1091
2025
Q4 		$6.64M Buy
+27,577
New +$6.16M 0.23% 122
2022
Q4 		– Sell
-1,596
Closed -$232K – 909
2022
Q3 		$232K Sell
1,596
-4,402
-73% -$719K 0.02% 855
2022
Q2 		$1.04M Buy
5,998
+4,326
+259% +$783K 0.06% 474
2022
Q1 		$304K Buy
+1,672
New +$274K 0.02% 812
2019
Q4 		– Sell
-138,250
Closed -$17.4M – 1526
2019
Q3 		$17.4M Buy
+138,250
New +$16.4M 0.21% 148
2017
Q3 		– Sell
-48,404
Closed -$5.02M – 640
2017
Q2 		$5.02M Sell
48,404
-157,772
-77% -$15.7M 0.15% 180
2017
Q1 		$19.7M Buy
206,176
+87,909
+74% +$8.5M 0.54% 60
2016
Q4 		$11M Buy
118,267
+30,294
+34% +$2.65M 0.36% 92
2016
Q3 		$8.12M Sell
87,973
-260,728
-75% -$22.8M 0.14% 202
2016
Q2 		$30.1M Buy
348,701
+90,570
+35% +$7.61M 0.5% 74
2016
Q1 		$19.9M Buy
+258,131
New +$19.6M 0.22% 173
2015
Q4 		– Sell
-55,173
Closed -$4.36M – 315
2015
Q3 		$4.36M Sell
55,173
-598,083
-92% -$44.7M 0.03% 339
2015
Q2 		$43.8M Sell
653,256
-40,833
-6% -$2.63M 0.4% 84
2015
Q1 		$42.6M Sell
694,089
-2,268
-0.3% -$144K 0.34% 102
2014
Q4 		$47.7M Sell
696,357
-72,651
-9% -$4.84M 0.59% 33
2014
Q3 		$49.4M Sell
769,008
-513,974
-40% -$33.6M 0.35% 94
2014
Q2 		$84.1M Buy
+1,282,982
New +$85.7M 0.57% 20

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 $481B AUM 30.42% 1-Year Est. Return

Winton Group's AIZ Position: Q1 2026 in Review

Winton Group sold out of Assurant (AIZ) in Q1 2026, closing a stake of 27,577 shares — an estimated $6.64M sold.

Winton Group first reported a position in AIZ in Q2 2014 and held it in 17 quarters. The position peaked at $84.1M in Q2 2014. 581 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Winton Group reported no remaining Assurant position as of Q1 2026 after selling out during the quarter.
  • Winton Group sold 27,577 Assurant shares in Q1 2026, an estimated $6.64M.
  • Winton Group first reported a position in Assurant in Q2 2014 and held it in 17 quarters.
  • Winton Group's Assurant position peaked at $84.1M in Q2 2014.
  • 581 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

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