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Continuum Advisory’s Assurant AIZ Stock Holding History

Continuum Advisory’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
-9
Closed -$1.89K – 455
2025
Q1 		$1.89K Buy
9
+2
+29% +$417 ﹤0.01% 1363
2024
Q4 		$1.49K Sell
7
-40
-85% -$8.32K ﹤0.01% 1516
2024
Q3 		$10.1K Sell
47
-8
-15% -$1.46K ﹤0.01% 988
2024
Q2 		$9.14K Buy
55
+1
+2% +$173 ﹤0.01% 967
2024
Q1 		$9.68K Buy
+54
New +$9.41K ﹤0.01% 947

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

Continuum Advisory's AIZ Position: Q2 2025 in Review

Continuum Advisory sold out of Assurant (AIZ) in Q2 2025, closing a stake of 9 shares — an estimated $1.89K sold.

Continuum Advisory first reported a position in AIZ in Q1 2024 and held it in 5 quarters. The position peaked at $10.1K in Q3 2024. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Continuum Advisory reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 9 Assurant shares in Q2 2025, an estimated $1.89K.
  • Continuum Advisory first reported a position in Assurant in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Assurant position peaked at $10.1K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.