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Jackson Creek Investment Advisors’s Assurant AIZ Stock Holding History

Jackson Creek Investment Advisors’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
-3,321
Closed -$708K – 288
2024
Q4 		$708K Buy
3,321
+213
+7% +$44.3K 0.21% 196
2024
Q3 		$618K Sell
3,108
-49
-2% -$8.93K 0.18% 206
2024
Q2 		$525K Sell
3,157
-603
-16% -$105K 0.19% 221
2024
Q1 		$708K Buy
3,760
+1,861
+98% +$324K 0.25% 209
2023
Q4 		$320K Buy
+1,899
New +$302K 0.12% 278

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

Jackson Creek Investment Advisors's AIZ Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of Assurant (AIZ) in Q1 2025, closing a stake of 3,321 shares — an estimated $708K sold.

Jackson Creek Investment Advisors first reported a position in AIZ in Q4 2023 and held it in 5 quarters. The position peaked at $708K in Q4 2024. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Jackson Creek Investment Advisors reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 3,321 Assurant shares in Q1 2025, an estimated $708K.
  • Jackson Creek Investment Advisors first reported a position in Assurant in Q4 2023 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Assurant position peaked at $708K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.