Joel Greenblatt's AIZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 79,600 shares of Assurant, Inc. (AIZ) worth $19.17 M, representing 0.07% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AIZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 28,014 shares. Largest reduction occurred in Q3 2025, reducing 30,342 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Assurant (AIZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Assurant (AIZ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +6,612 | Add 9.06% | 79,600 | $240.85 |
| Q3 2025 | -30,342 | Reduce 29.36% | 72,988 | $216.60 |
| Q2 2025 | +25,673 | Add 33.06% | 103,330 | $197.49 |
| Q1 2025 | +28,014 | Add 56.43% | 77,657 | $209.75 |
| Q4 2024 | +1,775 | Add 3.71% | 49,643 | $213.22 |
| Q3 2024 | +4,999 | Add 11.66% | 47,868 | $198.86 |
| Q2 2024 | -2,057 | Reduce 4.58% | 42,869 | $166.25 |
| Q1 2024 | +862 | Add 1.96% | 44,926 | $188.24 |
| Q4 2023 | -3,064 | Reduce 6.50% | 44,064 | $168.49 |
| Q3 2023 | -214 | Reduce 0.45% | 47,128 | $143.58 |
| Q2 2023 | +5,636 | Add 13.51% | 47,342 | $125.72 |
| Q1 2023 | +17,472 | Add 72.10% | 41,706 | $120.07 |
| Q4 2022 | +8,349 | Add 52.56% | 24,234 | $125.06 |
| Q3 2022 | +2,927 | Add 22.59% | 15,885 | $145.29 |
| Q2 2022 | -1,690 | Reduce 11.54% | 12,958 | $172.87 |
| Q1 2022 | +952 | Add 6.95% | 14,648 | $181.80 |
| Q4 2021 | +11,300 | Add 471.62% | 13,696 | $155.88 |
| Q3 2021 | -7,016 | Reduce 74.54% | 2,396 | $157.76 |
| Q2 2021 | +6,313 | Add 203.71% | 9,412 | $156.18 |
| Q1 2021 | +1,030 | Add 49.78% | 3,099 | $141.66 |
| Q4 2020 | -2,651 | Reduce 56.17% | 2,069 | $136.30 |
| Q3 2020 | -8,225 | Reduce 63.54% | 4,720 | $121.40 |
| Q2 2020 | -13,247 | Reduce 50.58% | 12,945 | $103.28 |
| Q1 2020 | +6,485 | Add 32.91% | 26,192 | $104.08 |
| Q4 2019 | -811 | Reduce 3.95% | 19,707 | $131.07 |
| Q3 2019 | +16,533 | Add 414.88% | 20,518 | $125.84 |
| Q2 2019 | +1,769 | Add 79.83% | 3,985 | $106.40 |
| Q1 2019 | +2,216 | New Buy | 2,216 | $94.77 |
| Q4 2017 | -2,945 | Sold Out | 0 | $0.00 |
| Q3 2017 | +466 | Add 18.80% | 2,945 | $95.42 |
| Q2 2017 | -1,614 | Reduce 39.43% | 2,479 | $103.67 |
| Q1 2017 | -22 | Reduce 0.53% | 4,093 | $95.77 |
| Q4 2016 | +4,115 | New Buy | 4,115 | $92.83 |
Joel Greenblatt's Assurant Investment FAQs
Joel Greenblatt first purchased Assurant, Inc. (AIZ) in Q4 2016, acquiring 4,115 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Assurant, Inc. (AIZ) for 33 quarters since Q4 2016.
Joel Greenblatt's largest addition to Assurant, Inc. (AIZ) was in Q1 2025, adding 77,657 shares worth $16.29 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 79,600 shares of Assurant, Inc. (AIZ), valued at approximately $19.17 M.
As of the Q4 2025 filing, Assurant, Inc. (AIZ) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Assurant, Inc. (AIZ) was 103,330 shares, as reported at the end of Q2 2025.