KIM
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Kestra Investment Management’s Assurant AIZ Stock Holding History

Kestra 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
-51
Closed -$10.9K – 911
2024
Q4 		$10.9K Buy
+51
New +$10.6K ﹤0.01% 814

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

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

Kestra Investment Management sold out of Assurant (AIZ) in Q1 2025, closing a stake of 51 shares — an estimated $10.9K sold.

Kestra Investment Management first reported a position in AIZ in Q4 2024 and held it in 1 quarter. The position peaked at $10.9K in Q4 2024. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Kestra Investment Management reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 51 Assurant shares in Q1 2025, an estimated $10.9K.
  • Kestra Investment Management first reported a position in Assurant in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Assurant position peaked at $10.9K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.