GFPC
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Global Financial Private Client’s Assurant AIZ Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-12
Closed -$2.52K – 267
2025
Q1 		$2.52K Buy
12
+8
+200% +$1.67K ﹤0.01% 813
2024
Q4 		$853 Buy
+4
New +$832 ﹤0.01% 810

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Financial Private Client's AIZ Position: Q2 2025 in Review

Global Financial Private Client sold out of Assurant (AIZ) in Q2 2025, closing a stake of 12 shares — an estimated $2.52K sold.

Global Financial Private Client first reported a position in AIZ in Q4 2024 and held it in 2 quarters. The position peaked at $2.52K in Q1 2025. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Global Financial Private Client reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 12 Assurant shares in Q2 2025, an estimated $2.52K.
  • Global Financial Private Client first reported a position in Assurant in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Assurant position peaked at $2.52K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.