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Horizon Advisory Services’s Assurant AIZ Stock Holding History

Horizon Advisory 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
2025
Q4 		– Sell
-1,567
Closed -$339K – 50
2025
Q3 		$339K Sell
1,567
-25
-2% -$5.07K 0.17% 31
2025
Q2 		$314K Buy
1,592
+9
+0.6% +$1.77K 0.17% 32
2025
Q1 		$332K Buy
1,583
+26
+2% +$5.42K 0.19% 21
2024
Q4 		$332K Buy
+1,557
New +$324K 0.19% 21

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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Horizon Advisory Services's AIZ Position: Q4 2025 in Review

Horizon Advisory Services sold out of Assurant (AIZ) in Q4 2025, closing a stake of 1,567 shares — an estimated $339K sold.

Horizon Advisory Services first reported a position in AIZ in Q4 2024 and held it in 4 quarters. The position peaked at $339K in Q3 2025. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • Horizon Advisory Services reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
  • Horizon Advisory Services sold 1,567 Assurant shares in Q4 2025, an estimated $339K.
  • Horizon Advisory Services first reported a position in Assurant in Q4 2024 and held it in 4 quarters.
  • Horizon Advisory Services's Assurant position peaked at $339K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Horizon Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.