Atala Financial’s Assurant AIZ Stock Holding History

Atala Financial’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	-44	Closed	-$9.23K	–	139
2025 Q1	$9.23K	Hold	44	–	–	0.01%	328
2024 Q4	$9.38K	Buy	+44	New	+$9.15K	0.01%	334

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atala Financial's AIZ Position: Q2 2025 in Review

Atala Financial sold out of Assurant (AIZ) in Q2 2025, closing a stake of 44 shares — an estimated $9.23K sold.

Atala Financial first reported a position in AIZ in Q4 2024 and held it in 2 quarters. The position peaked at $9.38K in Q4 2024. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

Atala Financial reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 44 Assurant shares in Q2 2025, an estimated $9.23K.
Atala Financial first reported a position in Assurant in Q4 2024 and held it in 2 quarters.
Atala Financial's Assurant position peaked at $9.38K in Q4 2024.
547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.