CIBC Private Wealth Group
AIZ icon

CIBC Private Wealth Group’s Assurant AIZ Stock Holding History

CIBC Private Wealth Group’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 		$408K Buy
1,693
+172
+11% +$38.4K ﹤0.01% 946
2025
Q3 		$329K Sell
1,521
-208
-12% -$42.2K ﹤0.01% 986
2025
Q2 		$341K Sell
1,729
-87
-5% -$17.1K ﹤0.01% 932
2025
Q1 		$326K Buy
1,816
+73
+4% +$15.2K ﹤0.01% 939
2024
Q4 		$358K Buy
1,743
+41
+2% +$8.53K ﹤0.01% 962
2024
Q3 		$338K Sell
1,702
-110
-6% -$20K ﹤0.01% 990
2024
Q2 		$292K Hold
1,812
– – ﹤0.01% 957
2024
Q1 		$339K Sell
1,812
-22
-1% -$3.83K ﹤0.01% 931
2023
Q4 		$309K Buy
1,834
+75
+4% +$11.9K ﹤0.01% 918
2023
Q3 		$253K Buy
1,759
+152
+9% +$20.8K ﹤0.01% 927
2023
Q2 		$202K Buy
+1,607
New +$200K ﹤0.01% 841
2022
Q3 		– Sell
-624
Closed -$108K – 915
2022
Q2 		$108K Sell
624
-633
-50% -$115K ﹤0.01% 920
2022
Q1 		$229K Buy
+1,257
New +$206K ﹤0.01% 921
2021
Q3 		– Sell
-1,517
Closed -$237K – 932
2021
Q2 		$237K Sell
1,517
-44
-3% -$6.87K ﹤0.01% 956
2021
Q1 		$221K Sell
1,561
-55
-3% -$7.41K ﹤0.01% 973
2020
Q4 		$220K Sell
1,616
-4,870
-75% -$630K ﹤0.01% 933
2020
Q3 		$670K Buy
+6,486
New +$745K ﹤0.01% 633
2020
Q2 		– Sell
-6,596
Closed -$687K – 595
2020
Q1 		$687K Buy
+6,596
New +$813K ﹤0.01% 571
2018
Q2 		– Sell
-56
Closed -$5K – 1947
2018
Q1 		$5K Buy
+56
New +$5.12K ﹤0.01% 1651

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 $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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIBC Private Wealth Group's AIZ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Assurant (AIZ) stake by 11% in Q4 2025, buying an estimated $38.4K and bringing the position to 1,693 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

CIBC Private Wealth Group first reported a position in AIZ in Q1 2018 and has held it in 19 quarters since. The position peaked at $687K in Q1 2020. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • CIBC Private Wealth Group held 1,693 shares of Assurant worth $408K as of Q4 2025.
  • CIBC Private Wealth Group bought 172 Assurant shares in Q4 2025, an estimated $38.4K.
  • Assurant made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #946 holding.
  • CIBC Private Wealth Group first reported a position in Assurant in Q1 2018 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's Assurant position peaked at $687K in Q1 2020.
  • 564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.