CAWM
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Capital A Wealth Management’s Assurant AIZ Stock Holding History

Capital A Wealth Management’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
-22
Closed -$4.62K – 429
2025
Q1 		$4.62K Hold
22
– – ﹤0.01% 388
2024
Q4 		$4.69K Buy
+22
New +$4.58K 0.01% 387

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 $609B AUM 40.19% 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Capital A Wealth Management's AIZ Position: Q2 2025 in Review

Capital A Wealth Management sold out of Assurant (AIZ) in Q2 2025, closing a stake of 22 shares — an estimated $4.62K sold.

Capital A Wealth Management first reported a position in AIZ in Q4 2024 and held it in 2 quarters. The position peaked at $4.69K in Q4 2024. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Capital A Wealth Management reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 22 Assurant shares in Q2 2025, an estimated $4.62K.
  • Capital A Wealth Management first reported a position in Assurant in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Assurant position peaked at $4.69K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.