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Menard Financial Group’s Assurant AIZ Stock Holding History

Menard Financial 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
2025
Q3 		– Sell
-1,192
Closed -$235K – 84
2025
Q2 		$235K Buy
+1,192
New +$234K 0.14% 86
2025
Q1 		– Sell
-1,671
Closed -$356K – 104
2024
Q4 		$356K Buy
1,671
+237
+17% +$49.3K 0.21% 84
2024
Q3 		$285K Buy
1,434
+94
+7% +$17.1K 0.19% 98
2024
Q2 		$223K Buy
+1,340
New +$232K 0.16% 103

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

Menard Financial Group's AIZ Position: Q3 2025 in Review

Menard Financial Group sold out of Assurant (AIZ) in Q3 2025, closing a stake of 1,192 shares — an estimated $235K sold.

Menard Financial Group first reported a position in AIZ in Q2 2024 and held it in 4 quarters. The position peaked at $356K in Q4 2024. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Menard Financial Group reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • Menard Financial Group sold 1,192 Assurant shares in Q3 2025, an estimated $235K.
  • Menard Financial Group first reported a position in Assurant in Q2 2024 and held it in 4 quarters.
  • Menard Financial Group's Assurant position peaked at $356K in Q4 2024.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Menard Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.