FGP
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Freestone Grove Partners’s Assurant AIZ Stock Holding History

Freestone Grove Partners’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
-2,885
Closed -$570K – 688
2025
Q2 		$570K Sell
2,885
-1,038
-26% -$204K ﹤0.01% 508
2025
Q1 		$823K Buy
+3,923
New +$819K 0.01% 361

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

Freestone Grove Partners's AIZ Position: Q3 2025 in Review

Freestone Grove Partners sold out of Assurant (AIZ) in Q3 2025, closing a stake of 2,885 shares — an estimated $570K sold.

Freestone Grove Partners first reported a position in AIZ in Q1 2025 and held it in 2 quarters. The position peaked at $823K in Q1 2025. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Freestone Grove Partners reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 2,885 Assurant shares in Q3 2025, an estimated $570K.
  • Freestone Grove Partners first reported a position in Assurant in Q1 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Assurant position peaked at $823K in Q1 2025.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Freestone Grove Partners's 13F filing for Q3 2025, filed 14 Nov 2025.