CM
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Capula Management’s Assurant AIZ Stock Holding History

Capula 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
Q1 		– Sell
-944
Closed -$201K – 680
2024
Q4 		$201K Buy
+944
New +$196K ﹤0.01% 308
2024
Q1 		– Sell
-5,712
Closed -$962K – 465
2023
Q4 		$962K Buy
+5,712
New +$908K 0.04% 114
2021
Q1 		– Sell
-140
Closed -$19K – 480
2020
Q4 		$19K Buy
+140
New +$18.1K ﹤0.01% 274

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
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capula Management's AIZ Position: Q1 2025 in Review

Capula Management sold out of Assurant (AIZ) in Q1 2025, closing a stake of 944 shares — an estimated $201K sold.

Capula Management first reported a position in AIZ in Q4 2020 and held it in 3 quarters. The position peaked at $962K in Q4 2023. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Capula Management reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Capula Management sold 944 Assurant shares in Q1 2025, an estimated $201K.
  • Capula Management first reported a position in Assurant in Q4 2020 and held it in 3 quarters.
  • Capula Management's Assurant position peaked at $962K in Q4 2023.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Capula Management's 13F filing for Q1 2025, filed 14 May 2025.