E. Ohman J:or Asset Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,100
| Closed | -$440K | – | 402 |
|
|
2025
Q1 | $440K | Hold |
2,100
| – | – | 0.01% | 386 |
|
|
2024
Q4 | $448K | Hold |
2,100
| – | – | 0.01% | 389 |
|
|
2024
Q3 | $418K | Hold |
2,100
| – | – | 0.01% | 374 |
|
|
2024
Q2 | $349K | Hold |
2,100
| – | – | 0.01% | 386 |
|
|
2024
Q1 | $395K | Hold |
2,100
| – | – | 0.01% | 374 |
|
|
2023
Q4 | $354K | Hold |
2,100
| – | – | 0.01% | 377 |
|
|
2023
Q3 | $302K | Hold |
2,100
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $264K | Hold |
2,100
| – | – | 0.01% | 411 |
|
|
2023
Q1 | $252K | Hold |
2,100
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $263K | Hold |
2,100
| – | – | 0.01% | 407 |
|
|
2022
Q3 | $305K | Hold |
2,100
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $363K | Hold |
2,100
| – | – | 0.02% | 386 |
|
|
2022
Q1 | $382K | Hold |
2,100
| – | – | 0.01% | 404 |
|
|
2021
Q4 | $327K | Hold |
2,100
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $331K | Hold |
2,100
| – | – | 0.01% | 440 |
|
|
2021
Q2 | $328K | Buy |
2,100
+500
| +31% | +$78.1K | 0.01% | 448 |
|
|
2021
Q1 | $227K | Hold |
1,600
| – | – | 0.01% | 426 |
|
|
2020
Q4 | $218K | Hold |
1,600
| – | – | 0.01% | 413 |
|
|
2020
Q3 | $194K | Hold |
1,600
| – | – | 0.01% | 402 |
|
|
2020
Q2 | $165K | Hold |
1,600
| – | – | 0.01% | 410 |
|
|
2020
Q1 | $167K | Hold |
1,600
| – | – | 0.01% | 380 |
|
|
2019
Q4 | $210K | Buy |
+1,600
| New | +$206K | 0.01% | 409 |
|
|
2018
Q2 | – | Sell |
-1,500
| Closed | -$137K | – | 376 |
|
|
2018
Q1 | $137K | Hold |
1,500
| – | – | 0.01% | 523 |
|
|
2017
Q4 | $151K | Hold |
1,500
| – | – | 0.01% | 521 |
|
|
2017
Q3 | $143K | Buy |
1,500
+100
| +7% | +$9.99K | 0.01% | 503 |
|
|
2017
Q2 | $145K | Hold |
1,400
| – | – | 0.01% | 504 |
|
|
2017
Q1 | $134K | Hold |
1,400
| – | – | 0.02% | 505 |
|
|
2016
Q4 | $130K | Hold |
1,400
| – | – | 0.02% | 504 |
|
|
2016
Q3 | $129K | Hold |
1,400
| – | – | 0.02% | 474 |
|
|
2016
Q2 | $121K | Hold |
1,400
| – | – | 0.02% | 456 |
|
|
2016
Q1 | $108K | Hold |
1,400
| – | – | 0.02% | 468 |
|
|
2015
Q4 | $113K | Hold |
1,400
| – | – | 0.02% | 466 |
|
|
2015
Q3 | $111K | Hold |
1,400
| – | – | 0.03% | 464 |
|
|
2015
Q2 | $93.8K | Hold |
1,400
| – | – | 0.02% | 504 |
|
|
2015
Q1 | $86K | Hold |
1,400
| – | – | 0.02% | 493 |
|
|
2014
Q4 | $97.3K | Hold |
1,400
| – | – | 0.02% | 489 |
|
|
2014
Q3 | $90K | Hold |
1,400
| – | – | 0.02% | 490 |
|
|
2014
Q2 | $91.8K | Hold |
1,400
| – | – | 0.02% | 493 |
|
|
2014
Q1 | $90.9K | Hold |
1,400
| – | – | 0.02% | 488 |
|
|
2013
Q4 | $92.7K | Hold |
1,400
| – | – | 0.02% | 494 |
|
|
2013
Q3 | $75.7K | Hold |
1,400
| – | – | 0.02% | 491 |
|
|
2013
Q2 | $71.3K | Buy |
+1,400
| New | +$67.9K | 0.02% | 487 |
|
Other funds holding AIZ
E. Ohman J:or Asset Management's AIZ Position: Q2 2025 in Review
E. Ohman J:or Asset Management sold out of Assurant (AIZ) in Q2 2025, closing a stake of 2,100 shares — an estimated $440K sold.
E. Ohman J:or Asset Management first reported a position in AIZ in Q2 2013 and held it in 42 quarters. The position peaked at $448K in Q4 2024. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.
- E. Ohman J:or Asset Management reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
- E. Ohman J:or Asset Management sold 2,100 Assurant shares in Q2 2025, an estimated $440K.
- E. Ohman J:or Asset Management first reported a position in Assurant in Q2 2013 and held it in 42 quarters.
- E. Ohman J:or Asset Management's Assurant position peaked at $448K in Q4 2024.
- 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.
Based on E. Ohman J:or Asset Management's 13F filing for Q2 2025, filed 8 Jul 2025.