B. Metzler seel. Sohn & Co’s Assurant AIZ Stock Holding History

B. Metzler seel. Sohn & Co’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	-1,410	Closed	-$296K	–	721
2025 Q1	$296K	Hold	1,410	–	–	﹤0.01%	696
2024 Q4	$301K	Hold	1,410	–	–	﹤0.01%	703
2024 Q3	$280K	Hold	1,410	–	–	﹤0.01%	726
2024 Q2	$234K	Buy	1,410 +33	+2%	+$5.72K	﹤0.01%	735
2024 Q1	$259K	Sell	1,377 -2,400	-64%	-$418K	﹤0.01%	716
2023 Q4	$636K	Buy	+3,777	New	+$600K	0.01%	578
2022 Q4	–	Sell	-1,562	Closed	-$227K	–	719
2022 Q3	$227K	Sell	1,562 -1,018	-39%	-$166K	﹤0.01%	679
2022 Q2	$446K	Buy	2,580 +1,018	+65%	+$184K	0.01%	573
2022 Q1	$284K	Hold	1,562	–	–	﹤0.01%	700
2021 Q4	$242K	Sell	1,562 -178	-10%	-$28.2K	﹤0.01%	677
2021 Q3	$274K	Hold	1,740	–	–	﹤0.01%	651
2021 Q2	$272K	Hold	1,740	–	–	﹤0.01%	640
2021 Q1	$247K	Hold	1,740	–	–	﹤0.01%	644
2020 Q4	$233K	Buy	+1,740	New	+$225K	﹤0.01%	632

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

B. Metzler seel. Sohn & Co's AIZ Position: Q2 2025 in Review

B. Metzler seel. Sohn & Co sold out of Assurant (AIZ) in Q2 2025, closing a stake of 1,410 shares — an estimated $296K sold.

B. Metzler seel. Sohn & Co first reported a position in AIZ in Q4 2020 and held it in 14 quarters. The position peaked at $636K in Q4 2023. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

B. Metzler seel. Sohn & Co reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 1,410 Assurant shares in Q2 2025, an estimated $296K.
B. Metzler seel. Sohn & Co first reported a position in Assurant in Q4 2020 and held it in 14 quarters.
B. Metzler seel. Sohn & Co's Assurant position peaked at $636K in Q4 2023.
547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2025, filed 11 Aug 2025.