GWM
AIZ icon

Gitterman Wealth Management’s Assurant AIZ Stock Holding History

Gitterman Wealth 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
-333
Closed -$66.2K – 137
2025
Q2 		$66.2K Buy
+333
New +$65.4K 0.02% 275

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

Gitterman Wealth Management's AIZ Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Assurant (AIZ) in Q3 2025, closing a stake of 333 shares — an estimated $66.2K sold.

Gitterman Wealth Management first reported a position in AIZ in Q2 2025 and held it in 1 quarter. The position peaked at $66.2K in Q2 2025. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 333 Assurant shares in Q3 2025, an estimated $66.2K.
  • Gitterman Wealth Management first reported a position in Assurant in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Assurant position peaked at $66.2K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.