KI
AIZ icon

Kapitalo Investimentos’s Assurant AIZ Stock Holding History

Kapitalo Investimentos’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
-438
Closed -$93.4K – 91
2024
Q4 		$93.4K Buy
+438
New +$91.1K 0.06% 169
2024
Q1 		– Sell
-970
Closed -$163K – 272
2023
Q4 		$163K Buy
970
+46
+5% +$7.31K 0.03% 316
2023
Q3 		$133K Buy
924
+736
+391% +$101K 0.02% 354
2023
Q2 		$23.6K Buy
+188
New +$23.4K ﹤0.01% 445

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

Kapitalo Investimentos's AIZ Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Assurant (AIZ) in Q1 2025, closing a stake of 438 shares — an estimated $93.4K sold.

Kapitalo Investimentos first reported a position in AIZ in Q2 2023 and held it in 4 quarters. The position peaked at $163K in Q4 2023. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 438 Assurant shares in Q1 2025, an estimated $93.4K.
  • Kapitalo Investimentos first reported a position in Assurant in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Assurant position peaked at $163K in Q4 2023.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.