Hantz Financial Services’s Assurant AIZ Stock Holding History

Hantz Financial Services’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 Q1	$18K	Buy	82 +31	+61%	+$7.07K	﹤0.01%	1891
2025 Q4	$12K	Buy	51 +13	+34%	+$2.9K	﹤0.01%	1940
2025 Q3	$8K	Buy	38 +21	+124%	+$4.26K	﹤0.01%	1891
2025 Q2	$3K	Buy	17 +4	+31%	+$786	﹤0.01%	1865
2025 Q1	$3K	Buy	13 +1	+8%	+$209	﹤0.01%	1258
2024 Q4	$3K	Hold	12	–	–	﹤0.01%	941
2024 Q3	$2K	Hold	12	–	–	﹤0.01%	946
2024 Q2	$2K	Hold	12	–	–	﹤0.01%	940
2024 Q1	$2K	Hold	12	–	–	﹤0.01%	1040
2023 Q4	$2K	Hold	12	–	–	﹤0.01%	1010
2023 Q3	$2K	Hold	12	–	–	﹤0.01%	997
2023 Q2	$2K	Hold	12	–	–	﹤0.01%	972
2023 Q1	$1K	Hold	12	–	–	﹤0.01%	1034
2022 Q4	$2K	Hold	12	–	–	﹤0.01%	947
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	940
2022 Q2	$2K	Buy	+12	New	+$2.17K	﹤0.01%	917
2020 Q3	–	Sell	-7	Closed	-$1K	–	566
2020 Q2	$1K	Buy	+7	New	+$725	﹤0.01%	533

Other funds holding AIZ

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return