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Csenge Advisory Group’s Assurant AIZ Stock Holding History

Csenge Advisory 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
2026
Q1 		– Sell
-1,137
Closed -$274K – 749
2025
Q4 		$274K Buy
1,137
+5
+0.4% +$1.12K 0.01% 596
2025
Q3 		$245K Sell
1,132
-328
-22% -$66.6K 0.01% 609
2025
Q2 		$296K Buy
1,460
+203
+16% +$39.9K 0.02% 561
2025
Q1 		$238K Sell
1,257
-1,691
-57% -$353K 0.01% 592
2024
Q4 		$629K Sell
2,948
-25
-0.8% -$5.2K 0.03% 373
2024
Q3 		$571K Buy
2,973
+420
+16% +$76.5K 0.03% 388
2024
Q2 		$424K Buy
2,553
+747
+41% +$130K 0.02% 441
2024
Q1 		$340K Buy
+1,806
New +$315K 0.02% 517
2021
Q1 		– Sell
-1,651
Closed -$225K – 491
2020
Q4 		$225K Sell
1,651
-210
-11% -$27.2K 0.03% 391
2020
Q3 		$229K Buy
+1,861
New +$214K 0.03% 357

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 $5.7T 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 $653B AUM 32.41% 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