IIM
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Intact Investment Management’s Assurant AIZ Stock Holding History

Intact Investment 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
Q1 		– Sell
-300
Closed -$64K – 317
2024
Q4 		$64K Sell
300
-60
-17% -$12.5K ﹤0.01% 300
2024
Q3 		$71.6K Buy
+360
New +$65.6K ﹤0.01% 294

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intact Investment Management's AIZ Position: Q1 2025 in Review

Intact Investment Management sold out of Assurant (AIZ) in Q1 2025, closing a stake of 300 shares — an estimated $64K sold.

Intact Investment Management first reported a position in AIZ in Q3 2024 and held it in 2 quarters. The position peaked at $71.6K in Q3 2024. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Intact Investment Management reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Intact Investment Management sold 300 Assurant shares in Q1 2025, an estimated $64K.
  • Intact Investment Management first reported a position in Assurant in Q3 2024 and held it in 2 quarters.
  • Intact Investment Management's Assurant position peaked at $71.6K in Q3 2024.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Intact Investment Management's 13F filing for Q1 2025, filed 22 Apr 2025.