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Applied Finance Capital Management’s Assurant AIZ Stock Holding History

Applied Finance Capital 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
Q4 		– Sell
-1,088
Closed -$236K – 227
2025
Q3 		$236K Sell
1,088
-170
-14% -$34.5K 0.02% 254
2025
Q2 		$248K Buy
+1,258
New +$247K 0.02% 281
2025
Q1 		– Sell
-1,258
Closed -$268K – 296
2024
Q4 		$268K Hold
1,258
– – 0.01% 259
2024
Q3 		$250K Sell
1,258
-163
-11% -$29.7K 0.01% 271
2024
Q2 		$236K Buy
+1,421
New +$247K 0.01% 276

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 $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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Applied Finance Capital Management's AIZ Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Assurant (AIZ) in Q4 2025, closing a stake of 1,088 shares — an estimated $236K sold.

Applied Finance Capital Management first reported a position in AIZ in Q2 2024 and held it in 5 quarters. The position peaked at $268K in Q4 2024. 566 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 1,088 Assurant shares in Q4 2025, an estimated $236K.
  • Applied Finance Capital Management first reported a position in Assurant in Q2 2024 and held it in 5 quarters.
  • Applied Finance Capital Management's Assurant position peaked at $268K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.