HFM
AIZ icon

Harvest Fund Management’s Assurant AIZ Stock Holding History

Harvest Fund 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
2026
Q1 		– Sell
-31
Closed -$7K – 531
2025
Q4 		$7K Hold
31
– – ﹤0.01% 516
2025
Q3 		$7K Buy
+31
New +$6.29K ﹤0.01% 542
2025
Q1 		– Sell
-2,237
Closed -$477K – 669
2024
Q4 		$477K Buy
2,237
+1,488
+199% +$310K 0.02% 332
2024
Q3 		$149K Buy
749
+321
+75% +$58.5K 0.01% 370
2024
Q2 		$71K Sell
428
-660
-61% -$115K 0.01% 452
2024
Q1 		$205K Buy
1,088
+698
+179% +$122K 0.02% 320
2023
Q4 		$66K Buy
390
+212
+119% +$33.7K 0.01% 384
2023
Q3 		$26K Buy
178
+91
+105% +$12.5K ﹤0.01% 462
2023
Q2 		$11K Buy
+87
New +$10.8K ﹤0.01% 551
2020
Q4 		– Sell
-209
Closed -$26K – 576
2020
Q3 		$26K Buy
+209
New +$24K ﹤0.01% 465

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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