AIM
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Achmea Investment Management’s Assurant AIZ Stock Holding History

Achmea 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
2025
Q2 		– Sell
-4,851
Closed -$1.02M – 332
2025
Q1 		$1.02M Hold
4,851
– – 0.01% 329
2024
Q4 		$1.03M Buy
4,851
+508
+12% +$106K 0.02% 351
2024
Q3 		$864K Buy
4,343
+557
+15% +$101K 0.01% 369
2024
Q2 		$629K Buy
+3,786
New +$657K 0.01% 382
2023
Q2 		– Sell
-247
Closed -$29K – 643
2023
Q1 		$29K Sell
247
-10,424
-98% -$1.3M ﹤0.01% 571
2022
Q4 		$1.25M Sell
10,671
-36,477
-77% -$4.86M 0.04% 363
2022
Q3 		$6.85M Buy
47,148
+29,061
+161% +$4.74M 0.24% 106
2022
Q2 		$3.13M Buy
18,087
+11,992
+197% +$2.17M 0.1% 223
2022
Q1 		$1.11M Hold
6,095
– – 0.03% 430
2021
Q4 		$950K Sell
6,095
-185
-3% -$29.3K 0.05% 254
2021
Q3 		$991K Buy
6,280
+185
+3% +$29.9K 0.03% 434
2021
Q2 		$952K Hold
6,095
– – 0.03% 423
2021
Q1 		$864K Hold
6,095
– – 0.03% 431
2020
Q4 		$831K Hold
6,095
– – 0.03% 417
2020
Q3 		$740K Sell
6,095
-21,361
-78% -$2.45M 0.03% 397
2020
Q2 		$2.84M Buy
27,456
+13,431
+96% +$1.39M 0.1% 163
2020
Q1 		$1.46M Buy
+14,025
New +$1.73M 0.07% 161
2019
Q2 		– Sell
-4,503
Closed -$427K – 520
2019
Q1 		$427K Buy
+4,503
New +$436K 0.02% 405
2018
Q4 		– Sell
-10,554
Closed -$1.14M – 437
2018
Q3 		$1.14M Buy
+10,554
New +$1.12M 0.04% 348
2018
Q2 		– Sell
-10,085
Closed -$921K – 479
2018
Q1 		$921K Buy
+10,085
New +$922K 0.03% 390
2017
Q4 		– Sell
-2,355
Closed -$224K – 489
2017
Q3 		$224K Hold
2,355
– – 0.01% 478
2017
Q2 		$244K Buy
+2,355
New +$235K 0.01% 478

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Achmea Investment Management's AIZ Position: Q2 2025 in Review

Achmea Investment Management sold out of Assurant (AIZ) in Q2 2025, closing a stake of 4,851 shares — an estimated $1.02M sold.

Achmea Investment Management first reported a position in AIZ in Q2 2017 and held it in 22 quarters. The position peaked at $6.85M in Q3 2022. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Achmea Investment Management reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Achmea Investment Management sold 4,851 Assurant shares in Q2 2025, an estimated $1.02M.
  • Achmea Investment Management first reported a position in Assurant in Q2 2017 and held it in 22 quarters.
  • Achmea Investment Management's Assurant position peaked at $6.85M in Q3 2022.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Achmea Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.