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Freedom Investment Management’s Assurant AIZ Stock Holding History

Freedom Investment 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
Q3 		– Sell
-1,710
Closed -$338K – 165
2025
Q2 		$338K Hold
1,710
– – 0.03% 558
2025
Q1 		$359K Sell
1,710
-33
-2% -$6.89K 0.03% 520
2024
Q4 		$372K Buy
1,743
+43
+3% +$8.95K 0.03% 519
2024
Q3 		$338K Sell
1,700
-118
-6% -$21.5K 0.03% 559
2024
Q2 		$302K Sell
1,818
-94
-5% -$16.3K 0.02% 597
2024
Q1 		$360K Buy
1,912
+222
+13% +$38.7K 0.03% 537
2023
Q4 		$285K Buy
+1,690
New +$269K 0.02% 614
2021
Q1 		– Sell
-2,557
Closed -$348K – 838
2020
Q4 		$348K Buy
2,557
+425
+20% +$55K 0.04% 436
2020
Q3 		$259K Sell
2,132
-546
-20% -$62.7K 0.03% 447
2020
Q2 		$277K Sell
2,678
-169
-6% -$17.5K 0.03% 422
2020
Q1 		$388K Buy
2,847
+347
+14% +$42.8K 0.03% 411
2019
Q4 		$328K Sell
2,500
-217
-8% -$27.9K 0.03% 460
2019
Q3 		$342K Buy
2,717
+323
+13% +$38.3K 0.03% 462
2019
Q2 		$255K Buy
+2,394
New +$237K 0.02% 572

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

Freedom Investment Management's AIZ Position: Q3 2025 in Review

Freedom Investment Management sold out of Assurant (AIZ) in Q3 2025, closing a stake of 1,710 shares — an estimated $338K sold.

Freedom Investment Management first reported a position in AIZ in Q2 2019 and held it in 14 quarters. The position peaked at $388K in Q1 2020. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Freedom Investment Management reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,710 Assurant shares in Q3 2025, an estimated $338K.
  • Freedom Investment Management first reported a position in Assurant in Q2 2019 and held it in 14 quarters.
  • Freedom Investment Management's Assurant position peaked at $388K in Q1 2020.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.