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Mark Sheptoff Financial Planning’s Assurant AIZ Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-15
Closed -$2.96K – 489
2025
Q2 		$2.96K Buy
+15
New +$2.95K ﹤0.01% 440
2020
Q2 		– Sell
-147
Closed -$15K – 354
2020
Q1 		$15K Hold
147
– – 0.01% 194
2019
Q4 		$19K Buy
147
+100
+213% +$12.9K 0.01% 219
2019
Q3 		$6K Buy
+47
New +$5.58K ﹤0.01% 294
2015
Q4 		– Sell
-53
Closed -$4K – 382
2015
Q3 		$4K Buy
+53
New +$3.96K ﹤0.01% 293
2014
Q2 		– Sell
-283
Closed -$18K – 342
2014
Q1 		$18K Buy
+283
New +$18.5K 0.02% 243

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

Mark Sheptoff Financial Planning's AIZ Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Assurant (AIZ) in Q3 2025, closing a stake of 15 shares — an estimated $2.96K sold.

Mark Sheptoff Financial Planning first reported a position in AIZ in Q1 2014 and held it in 6 quarters. The position peaked at $19K in Q4 2019. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 15 Assurant shares in Q3 2025, an estimated $2.96K.
  • Mark Sheptoff Financial Planning first reported a position in Assurant in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Assurant position peaked at $19K in Q4 2019.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.