Avion Wealth’s Assurant AIZ Stock Holding History

Avion Wealth’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	-3	Closed	–	–	1193
2025 Q3	$0	Hold	3	–	–	﹤0.01%	1158
2025 Q2	$0	Buy	+3	New	+$590	﹤0.01%	1119

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Avion Wealth's AIZ Position: Q4 2025 in Review

Avion Wealth sold out of Assurant (AIZ) in Q4 2025, closing a stake of 3 shares.

Avion Wealth first reported a position in AIZ in Q2 2025 and held it in 2 quarters. The position peaked at $0 in Q3 2025. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

Avion Wealth reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 3 Assurant shares in Q4 2025.
Avion Wealth first reported a position in Assurant in Q2 2025 and held it in 2 quarters.
Avion Wealth's Assurant position peaked at $0 in Q3 2025.
564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.