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LMR Partners’s Assurant AIZ Stock Holding History

LMR Partners’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
-5,129
Closed -$1.11M – 1506
2025
Q3 		$1.11M Hold
5,129
– – ﹤0.01% 894
2025
Q2 		$1.01M Buy
+5,129
New +$1.01M 0.01% 792
2020
Q2 		– Sell
-3,710
Closed -$398K – 588
2020
Q1 		$398K Sell
3,710
-1,091
-23% -$135K 0.02% 188
2019
Q4 		$629K Buy
4,801
+1,221
+34% +$157K ﹤0.01% 275
2019
Q3 		$450K Buy
+3,580
New +$425K 0.02% 279
2019
Q2 		– Sell
-3,333
Closed -$316K – 426
2019
Q1 		$316K Sell
3,333
-1,077
-24% -$104K 0.02% 302
2018
Q4 		$394K Buy
+4,410
New +$431K 0.02% 292
2017
Q3 		– Sell
-17,252
Closed -$1.79M – 318
2017
Q2 		$1.79M Buy
+17,252
New +$1.72M 0.11% 191
2017
Q1 		– Sell
-5,042
Closed -$468K – 348
2016
Q4 		$468K Buy
+5,042
New +$441K 0.07% 239
2016
Q3 		– Sell
-10,191
Closed -$879K – 337
2016
Q2 		$879K Sell
10,191
-10,060
-50% -$845K 0.14% 205
2016
Q1 		$1.56M Buy
20,251
+14,586
+257% +$1.11M 0.17% 114
2015
Q4 		$456K Sell
5,665
-7,543
-57% -$622K 0.15% 136
2015
Q3 		$1.04M Buy
+13,208
New +$986K 0.11% 171
2015
Q2 		– Sell
-5,192
Closed -$319K – 517
2015
Q1 		$319K Sell
5,192
-6,267
-55% -$397K 0.04% 333
2014
Q4 		$784K Buy
+11,459
New +$763K 0.1% 230
2014
Q3 		– Sell
-29,747
Closed -$1.95M – 327
2014
Q2 		$1.95M Buy
+29,747
New +$1.99M 0.16% 167

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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LMR Partners's AIZ Position: Q4 2025 in Review

LMR Partners sold out of Assurant (AIZ) in Q4 2025, closing a stake of 5,129 shares — an estimated $1.11M sold.

LMR Partners first reported a position in AIZ in Q2 2014 and held it in 16 quarters. The position peaked at $1.95M in Q2 2014. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • LMR Partners reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
  • LMR Partners sold 5,129 Assurant shares in Q4 2025, an estimated $1.11M.
  • LMR Partners first reported a position in Assurant in Q2 2014 and held it in 16 quarters.
  • LMR Partners's Assurant position peaked at $1.95M in Q2 2014.
  • 564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.