EAM
AIZ icon

Empirical Asset Management’s Assurant AIZ Stock Holding History

Empirical Asset 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
Q1 		– Sell
-4,110
Closed -$876K – 306
2024
Q4 		$876K Sell
4,110
-329
-7% -$68.4K 0.29% 102
2024
Q3 		$883K Buy
+4,439
New +$809K 0.31% 91
2022
Q3 		– Sell
-2,218
Closed -$383K – 149
2022
Q2 		$383K Sell
2,218
-910
-29% -$165K 0.4% 91
2022
Q1 		$569K Buy
+3,128
New +$512K 0.54% 61

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Empirical Asset Management's AIZ Position: Q1 2025 in Review

Empirical Asset Management sold out of Assurant (AIZ) in Q1 2025, closing a stake of 4,110 shares — an estimated $876K sold.

Empirical Asset Management first reported a position in AIZ in Q1 2022 and held it in 4 quarters. The position peaked at $883K in Q3 2024. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Empirical Asset Management reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Empirical Asset Management sold 4,110 Assurant shares in Q1 2025, an estimated $876K.
  • Empirical Asset Management first reported a position in Assurant in Q1 2022 and held it in 4 quarters.
  • Empirical Asset Management's Assurant position peaked at $883K in Q3 2024.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.