Johnson Financial Group Inc (Wisconsin)’s Assurant AIZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-2	Closed	-$434	–	928
2025 Q3	$434	Buy	+2	New	+$406	﹤0.01%	1044
2023 Q1	–	Sell	-40	Closed	-$5K	–	614
2022 Q4	$5K	Hold	40	–	–	﹤0.01%	534
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	537
2022 Q2	$7K	Buy	+40	New	+$7.24K	﹤0.01%	550
2018 Q2	–	Sell	-5	Closed	–	–	540
2018 Q1	$0	Buy	+5	New	+$457	﹤0.01%	562
2017 Q1	–	Sell	-24	Closed	-$2K	–	644
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	635
2016 Q3	$2K	Sell	24 -205	-90%	-$17.9K	﹤0.01%	675
2016 Q2	$20K	Buy	229 +205	+854%	+$17.2K	﹤0.01%	580
2016 Q1	$2K	Hold	24	–	–	﹤0.01%	694
2015 Q4	$2K	Hold	24	–	–	﹤0.01%	731
2015 Q3	$2K	Hold	24	–	–	﹤0.01%	754
2015 Q2	$2K	Hold	24	–	–	﹤0.01%	817
2015 Q1	$1K	Hold	24	–	–	﹤0.01%	807
2014 Q4	$2K	Hold	24	–	–	﹤0.01%	743
2014 Q3	$2K	Buy	+24	New	+$1.57K	﹤0.01%	700

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AIZ Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Assurant (AIZ) in Q4 2025, closing a stake of 2 shares — an estimated $434 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AIZ in Q3 2014 and held it in 15 quarters. The position peaked at $20K in Q2 2016. 566 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 2 Assurant shares in Q4 2025, an estimated $434.
Johnson Financial Group Inc (Wisconsin) first reported a position in Assurant in Q3 2014 and held it in 15 quarters.
Johnson Financial Group Inc (Wisconsin)'s Assurant position peaked at $20K in Q2 2016.
566 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.