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Congress Wealth Management’s Assurant AIZ Stock Holding History

Congress 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 		$2.23M Buy
11,308
+5,109
+82% +$1M 0.02% 534
2025
Q1 		$1.3M Buy
6,199
+201
+3% +$41.9K 0.02% 570
2024
Q4 		$1.28M Sell
5,998
-5,115
-46% -$1.06M 0.02% 482
2024
Q3 		$2.21M Buy
11,113
+6,013
+118% +$1.1M 0.03% 408
2024
Q2 		$848K Buy
+5,100
New +$885K 0.01% 456

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 $153B AUM 38.14% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's AIZ Position: Q2 2025 in Review

Congress Wealth Management increased its Assurant (AIZ) stake by 82% in Q2 2025, buying an estimated $1M and bringing the position to 11,308 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #534.

Congress Wealth Management first reported a position in AIZ in Q2 2024 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Congress Wealth Management held 11,308 shares of Assurant worth $2.23M as of Q2 2025.
  • Congress Wealth Management bought 5,109 Assurant shares in Q2 2025, an estimated $1M.
  • Assurant made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #534 holding.
  • Congress Wealth Management first reported a position in Assurant in Q2 2024 and has held it in 5 quarters since.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.