Loring Wolcott & Coolidge Fiduciary Advisors’s Assurant AIZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-5	Closed	-$955	–	522
2025 Q1	$955	Hold	5	–	–	﹤0.01%	530
2024 Q4	$1.08K	Sell	5 -15	-75%	-$3.12K	﹤0.01%	528
2024 Q3	$3.9K	Buy	+20	New	+$3.64K	﹤0.01%	533
2023 Q2	–	Sell	-38	Closed	-$4.56K	–	633
2023 Q1	$4.56K	Buy	+38	New	+$4.75K	﹤0.01%	550
2021 Q1	–	Sell	-20	Closed	-$3K	–	309
2020 Q4	$3K	Buy	+20	New	+$2.59K	﹤0.01%	719
2020 Q3	–	Sell	-14	Closed	-$1K	–	587
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	572
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	629
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	638
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	631
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	679
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	665
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	661
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	594
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	636
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	687
2017 Q4	$1K	Hold	14	–	–	﹤0.01%	680
2017 Q3	$1K	Buy	+14	New	+$1.4K	﹤0.01%	693

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AIZ Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Assurant (AIZ) in Q2 2025, closing a stake of 5 shares — an estimated $955 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AIZ in Q3 2017 and held it in 17 quarters. The position peaked at $4.56K in Q1 2023. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 5 Assurant shares in Q2 2025, an estimated $955.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Assurant in Q3 2017 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Assurant position peaked at $4.56K in Q1 2023.
547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.