LNWWM
AIZ icon

Laird Norton Wetherby Wealth Management’s Assurant AIZ Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		$632K Sell
2,919
-173
-6% -$35.1K 0.03% 496
2025
Q2 		$611K Buy
+3,092
New +$608K 0.03% 503
2024
Q4 		$463K Buy
2,170
+95
+5% +$19.8K 0.02% 555
2024
Q3 		$413K Buy
2,075
+238
+13% +$43.4K 0.02% 627
2024
Q2 		$305K Sell
1,837
-84
-4% -$14.6K 0.01% 706
2024
Q1 		$362K Hold
1,921
– – 0.02% 675
2023
Q4 		$324K Buy
1,921
+88
+5% +$14K 0.02% 698
2023
Q3 		$263K Buy
+1,833
New +$251K 0.01% 726
2022
Q4 		– Sell
-2,121
Closed -$308K – 905
2022
Q3 		$308K Sell
2,121
-23
-1% -$3.75K 0.02% 650
2022
Q2 		$370K Sell
2,144
-61
-3% -$11K 0.03% 610
2022
Q1 		$401K Sell
2,205
-11
-0.5% -$1.8K 0.02% 586
2021
Q4 		$346K Sell
2,216
-7
-0.3% -$1.11K 0.02% 670
2021
Q3 		$350K Sell
2,223
-56
-2% -$9.04K 0.02% 641
2021
Q2 		$356K Buy
2,279
+324
+17% +$50.6K 0.02% 649
2021
Q1 		$277K Sell
1,955
-125
-6% -$16.8K 0.02% 630
2020
Q4 		$283K Buy
2,080
+45
+2% +$5.82K 0.02% 687
2020
Q3 		$247K Sell
2,035
-121
-6% -$13.9K 0.02% 581
2020
Q2 		$223K Sell
2,156
-58
-3% -$6K 0.02% 607
2020
Q1 		$231K Buy
2,214
+655
+42% +$80.8K 0.03% 528
2019
Q4 		$204K Sell
1,559
-146
-9% -$18.8K 0.02% 659
2019
Q3 		$215K Buy
+1,705
New +$202K 0.02% 637

Other funds holding AIZ

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

Laird Norton Wetherby Wealth Management's AIZ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Assurant (AIZ) stake by 5.6% in Q3 2025, selling an estimated $35.1K and leaving 2,919 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #496.

Laird Norton Wetherby Wealth Management first reported a position in AIZ in Q3 2019 and has held it in 21 quarters since. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 2,919 shares of Assurant worth $632K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 173 Assurant shares in Q3 2025, an estimated $35.1K.
  • Assurant made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #496 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Assurant in Q3 2019 and has held it in 21 quarters since.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.