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Guerra Advisors’s Assurant AIZ Stock Holding History

Guerra Advisors’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 		$21K Buy
+97
New +$19.7K 0.01% 224

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

Guerra Advisors's AIZ Position: Q3 2025 in Review

Guerra Advisors opened a new position in Assurant (AIZ) in Q3 2025: 97 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings.

541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Guerra Advisors held 97 shares of Assurant worth $21K as of Q3 2025.
  • Assurant was a new Guerra Advisors position in Q3 2025.
  • Assurant made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #224 holding.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.