AAS
AIZ icon

Avantax Advisory Services’s Assurant AIZ Stock Holding History

Avantax Advisory Services’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 		$228K Sell
1,155
-219
-16% -$43K ﹤0.01% 2115
2025
Q1 		$288K Buy
1,374
+409
+42% +$85.3K ﹤0.01% 1858
2024
Q4 		$206K Buy
+965
New +$201K ﹤0.01% 2041

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

Avantax Advisory Services's AIZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Assurant (AIZ) stake by 16% in Q2 2025, selling an estimated $43K and leaving 1,155 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Avantax Advisory Services first reported a position in AIZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $288K in Q1 2025. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Avantax Advisory Services held 1,155 shares of Assurant worth $228K as of Q2 2025.
  • Avantax Advisory Services sold 219 Assurant shares in Q2 2025, an estimated $43K.
  • Assurant made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2115 holding.
  • Avantax Advisory Services first reported a position in Assurant in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Assurant position peaked at $288K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.