Ray Dalio's AIZ Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 53,741 shares of Assurant, Inc. (AIZ) worth $12.94 M, representing 0.05% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in AIZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 56,582 shares. Largest reduction occurred in Q4 2024, reducing 70,096 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Assurant (AIZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Assurant (AIZ) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,841 | Reduce 5.02% | 53,741 | $240.85 |
| Q3 2025 | +56,582 | New Buy | 56,582 | $216.60 |
| Q2 2025 | -24,945 | Sold Out | 0 | $0.00 |
| Q1 2025 | +15,742 | Add 171.05% | 24,945 | $209.75 |
| Q4 2024 | -70,096 | Reduce 88.39% | 9,203 | $213.22 |
| Q3 2024 | -5,172 | Reduce 6.12% | 79,299 | $198.86 |
| Q2 2024 | +38,398 | Add 83.34% | 84,471 | $166.25 |
| Q1 2024 | +2,989 | Add 6.94% | 46,073 | $188.24 |
| Q4 2023 | -6,177 | Reduce 12.54% | 43,084 | $168.49 |
| Q3 2023 | -4,527 | Reduce 8.42% | 49,261 | $143.58 |
| Q2 2023 | -177 | Reduce 0.33% | 53,788 | $125.72 |
| Q1 2023 | -873 | Reduce 1.59% | 53,965 | $120.07 |
| Q4 2022 | +43,249 | Add 373.19% | 54,838 | $125.06 |
| Q3 2022 | -1,762 | Reduce 13.20% | 11,589 | $145.31 |
| Q2 2022 | +3,249 | Add 32.16% | 13,351 | $172.87 |
| Q1 2022 | +4,809 | Add 90.86% | 10,102 | $181.85 |
| Q4 2021 | +5,293 | New Buy | 5,293 | $155.87 |
| Q3 2020 | -2,173 | Sold Out | 0 | $0.00 |
| Q2 2020 | -1,105 | Reduce 33.71% | 2,173 | $103.08 |
| Q1 2020 | +3,278 | New Buy | 3,278 | $104.03 |
| Q2 2017 | -19,819 | Sold Out | 0 | $0.00 |
| Q1 2017 | +19,819 | New Buy | 19,819 | $95.67 |
| Q3 2016 | -3,246 | Sold Out | 0 | $0.00 |
| Q2 2016 | +3,246 | New Buy | 3,246 | $86.26 |
| Q3 2014 | -7,958 | Sold Out | 0 | $0.00 |
| Q2 2014 | +7,958 | New Buy | 7,958 | $65.59 |
Ray Dalio's Assurant Investment FAQs
Ray Dalio first purchased Assurant, Inc. (AIZ) in Q2 2014, acquiring 7,958 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Assurant, Inc. (AIZ) for 26 quarters since Q2 2014.
Ray Dalio's largest addition to Assurant, Inc. (AIZ) was in Q3 2025, adding 56,582 shares worth $12.26 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 53,741 shares of Assurant, Inc. (AIZ), valued at approximately $12.94 M.
As of the Q4 2025 filing, Assurant, Inc. (AIZ) represents approximately 0.05% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Assurant, Inc. (AIZ) was 84,471 shares, as reported at the end of Q2 2024.