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ALPS Advisors’s Assurant AIZ Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-1,850
Closed -$394K – 995
2024
Q4 		$394K Hold
1,850
– – ﹤0.01% 704
2024
Q3 		$368K Buy
+1,850
New +$337K ﹤0.01% 760
2015
Q1 		– Sell
-8,018
Closed -$549K – 664
2014
Q4 		$549K Sell
8,018
-1,078
-12% -$71.8K ﹤0.01% 384
2014
Q3 		$585K Sell
9,096
-135
-1% -$8.83K ﹤0.01% 345
2014
Q2 		$605K Buy
9,231
+231
+3% +$15.4K 0.01% 371
2014
Q1 		$585K Buy
+9,000
New +$590K 0.01% 328

Other funds holding AIZ

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

ALPS Advisors's AIZ Position: Q1 2025 in Review

ALPS Advisors sold out of Assurant (AIZ) in Q1 2025, closing a stake of 1,850 shares — an estimated $394K sold.

ALPS Advisors first reported a position in AIZ in Q1 2014 and held it in 6 quarters. The position peaked at $605K in Q2 2014. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • ALPS Advisors reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 1,850 Assurant shares in Q1 2025, an estimated $394K.
  • ALPS Advisors first reported a position in Assurant in Q1 2014 and held it in 6 quarters.
  • ALPS Advisors's Assurant position peaked at $605K in Q2 2014.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.