Grove Bank & Trust’s Assurant AIZ Stock Holding History

Grove Bank & Trust’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
2026 Q2	$20.1K	Hold	75	–	–	﹤0.01%	559
2026 Q1	$16.3K	Hold	75	–	–	﹤0.01%	562
2025 Q4	$18.1K	Buy	75 +42	+127%	+$9.38K	﹤0.01%	556
2025 Q3	$7.15K	Hold	33	–	–	﹤0.01%	661
2025 Q2	$6.52K	Buy	33 +2	+6%	+$393	﹤0.01%	662
2025 Q1	$6.5K	Hold	31	–	–	﹤0.01%	638
2024 Q4	$6.61K	Buy	31 +14	+82%	+$2.91K	﹤0.01%	572
2024 Q3	$3.38K	Buy	+17	New	+$3.1K	﹤0.01%	595
2017 Q4	–	Sell	-50	Closed	-$5K	–	519
2017 Q3	$5K	Hold	50	–	–	﹤0.01%	518
2017 Q2	$5K	Buy	+50	New	+$4.98K	﹤0.01%	551

Other funds holding AIZ

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return