HWM
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Hemington Wealth Management’s Assurant AIZ Stock Holding History

Hemington Wealth 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
2025
Q3 		$30K Hold
139
– – ﹤0.01% 500
2025
Q2 		$27K Buy
139
+4
+3% +$786 ﹤0.01% 506
2025
Q1 		$28K Buy
135
+17
+14% +$3.55K ﹤0.01% 469
2024
Q4 		$25K Buy
118
+20
+20% +$4.16K 0.01% 484
2024
Q3 		$18K Buy
+98
New +$17.9K ﹤0.01% 528

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

Hemington Wealth Management's AIZ Position: Q3 2025 in Review

Hemington Wealth Management held its Assurant (AIZ) position steady in Q3 2025 at 139 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Hemington Wealth Management first reported a position in AIZ in Q3 2024 and has held it in 5 quarters since. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Hemington Wealth Management held 139 shares of Assurant worth $30K as of Q3 2025.
  • Hemington Wealth Management left its Assurant share count unchanged in Q3 2025.
  • Assurant made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #500 holding.
  • Hemington Wealth Management first reported a position in Assurant in Q3 2024 and has held it in 5 quarters since.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.