Leuthold Group’s Assurant AIZ Stock Holding History

Leuthold Group’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
2026 Q1	$3.86M	Buy	17,723 +320	+2%	+$73K	0.41%	100
2025 Q4	$4.19M	Buy	17,403 +32	+0.2%	+$7.15K	0.45%	92
2025 Q3	$3.76M	Buy	17,371 +591	+4%	+$120K	0.41%	92
2025 Q2	$3.31M	Sell	16,780 -305	-2%	-$59.9K	0.4%	95
2025 Q1	$3.58M	Sell	17,085 -1,168	-6%	-$244K	0.47%	82
2024 Q4	$3.89M	Sell	18,253 -666	-4%	-$139K	0.47%	91
2024 Q3	$3.76M	Sell	18,919 -720	-4%	-$131K	0.42%	96
2024 Q2	$3.26M	Sell	19,639 -177	-0.9%	-$30.7K	0.38%	98
2024 Q1	$3.73M	Buy	+19,816	New	+$3.45M	0.42%	97
2015 Q1	–	Sell	-22,752	Closed	-$1.56M	–	198
2014 Q4	$1.56M	Sell	22,752 -3,112	-12%	-$207K	0.15%	164
2014 Q3	$1.66M	Sell	25,864 -181,865	-88%	-$11.9M	0.15%	164
2014 Q2	$13.6M	Buy	207,729 +254	+0.1%	+$17K	1.16%	15
2014 Q1	$13.5M	Sell	207,475 -3,436	-2%	-$225K	1.2%	13
2013 Q4	$14M	Buy	210,911 +62,450	+42%	+$3.82M	1.25%	11
2013 Q3	$8.03M	Buy	148,461 +18,802	+15%	+$1.02M	0.74%	32
2013 Q2	$6.6M	Buy	+129,659	New	+$6.29M	0.61%	49

Other funds holding AIZ

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return