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FORA Capital’s Assurant AIZ Stock Holding History

FORA Capital’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
Q3 		– Sell
-2,160
Closed -$427K – 470
2025
Q2 		$427K Buy
+2,160
New +$424K 0.05% 348
2023
Q1 		– Sell
-10,705
Closed -$1.34M – 503
2022
Q4 		$1.34M Buy
10,705
+4,630
+76% +$617K 0.22% 129
2022
Q3 		$883K Buy
+6,075
New +$992K 0.17% 182
2021
Q3 		– Sell
-420
Closed -$66K – 351
2021
Q2 		$66K Buy
+420
New +$65.6K 0.01% 669
2021
Q1 		– Sell
-2,319
Closed -$316K – 751
2020
Q4 		$316K Buy
2,319
+922
+66% +$119K 0.05% 394
2020
Q3 		$169K Buy
1,397
+1,177
+535% +$135K 0.11% 202
2020
Q2 		$23K Buy
+220
New +$22.8K 0.01% 778
2020
Q1 		– Sell
-2,428
Closed -$318K – 1010
2019
Q4 		$318K Buy
+2,428
New +$312K 0.03% 505

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FORA Capital's AIZ Position: Q3 2025 in Review

FORA Capital sold out of Assurant (AIZ) in Q3 2025, closing a stake of 2,160 shares — an estimated $427K sold.

FORA Capital first reported a position in AIZ in Q4 2019 and held it in 8 quarters. The position peaked at $1.34M in Q4 2022. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • FORA Capital reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 2,160 Assurant shares in Q3 2025, an estimated $427K.
  • FORA Capital first reported a position in Assurant in Q4 2019 and held it in 8 quarters.
  • FORA Capital's Assurant position peaked at $1.34M in Q4 2022.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.