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GeoWealth Management’s Assurant AIZ Stock Holding History

GeoWealth 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
-3,813
Closed -$813K – 1079
2024
Q4 		$813K Sell
3,813
-23
-0.6% -$4.79K 0.03% 348
2024
Q3 		$763K Buy
+3,836
New +$699K 0.03% 368
2024
Q2 		– Sell
-5,642
Closed -$1.06M – 864
2024
Q1 		$1.06M Sell
5,642
-346
-6% -$60.3K 0.04% 281
2023
Q4 		$1.01M Buy
+5,988
New +$952K 0.08% 211

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

GeoWealth Management's AIZ Position: Q1 2025 in Review

GeoWealth Management sold out of Assurant (AIZ) in Q1 2025, closing a stake of 3,813 shares — an estimated $813K sold.

GeoWealth Management first reported a position in AIZ in Q4 2023 and held it in 4 quarters. The position peaked at $1.06M in Q1 2024. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • GeoWealth Management reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,813 Assurant shares in Q1 2025, an estimated $813K.
  • GeoWealth Management first reported a position in Assurant in Q4 2023 and held it in 4 quarters.
  • GeoWealth Management's Assurant position peaked at $1.06M in Q1 2024.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.