Bell Investment Advisors’s Assurant AIZ Stock Holding History

Bell Investment 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
2026 Q1	$3.7K	Hold	17	–	–	﹤0.01%	1097
2025 Q4	$4.09K	Hold	17	–	–	﹤0.01%	1055
2025 Q3	$3.68K	Hold	17	–	–	﹤0.01%	1067
2025 Q2	$3.36K	Hold	17	–	–	﹤0.01%	1154
2025 Q1	$3.57K	Hold	17	–	–	﹤0.01%	1068
2024 Q4	$3.63K	Hold	17	–	–	﹤0.01%	1085
2024 Q3	$3.38K	Sell	17 -4	-19%	-$729	﹤0.01%	1124
2024 Q2	$3.49K	Hold	21	–	–	﹤0.01%	1102
2024 Q1	$3.95K	Hold	21	–	–	﹤0.01%	1045
2023 Q4	$3.54K	Hold	21	–	–	﹤0.01%	1067
2023 Q3	$3.02K	Sell	21 -8	-28%	-$1.1K	﹤0.01%	1076
2023 Q2	$3.65K	Hold	29	–	–	﹤0.01%	990
2023 Q1	$3.48K	Buy	29 +11	+61%	+$1.38K	﹤0.01%	969
2022 Q4	$2.25K	Buy	18 +5	+38%	+$666	﹤0.01%	1224
2022 Q3	$2K	Sell	13 -3	-19%	-$490	﹤0.01%	1024
2022 Q2	$3K	Buy	+16	New	+$2.9K	﹤0.01%	892
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	1081
2021 Q3	$2K	Buy	+10	New	+$1.61K	﹤0.01%	1012

Other funds holding AIZ

Bank of New York Mellon

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return