AWA
AIZ icon

Arete Wealth Advisors’s Assurant AIZ Stock Holding History

Arete Wealth 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
Q2 		– Sell
-3,238
Closed -$679K – 721
2025
Q1 		$679K Buy
+3,238
New +$676K 0.05% 314
2023
Q1 		– Sell
-4,619
Closed -$871K – 657
2022
Q4 		$871K Buy
+4,619
New +$615K 0.08% 232

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arete Wealth Advisors's AIZ Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Assurant (AIZ) in Q2 2025, closing a stake of 3,238 shares — an estimated $679K sold.

Arete Wealth Advisors first reported a position in AIZ in Q4 2022 and held it in 2 quarters. The position peaked at $871K in Q4 2022. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,238 Assurant shares in Q2 2025, an estimated $679K.
  • Arete Wealth Advisors first reported a position in Assurant in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Assurant position peaked at $871K in Q4 2022.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.