Mercer Global Advisors
AIZ icon

Mercer Global Advisors’s Assurant AIZ Stock Holding History

Mercer Global 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
2026
Q1 		$5.12M Buy
23,514
+1,715
+8% +$391K 0.01% 750
2025
Q4 		$5.25M Buy
21,799
+872
+4% +$195K 0.01% 708
2025
Q3 		$4.53M Buy
20,927
+2,916
+16% +$592K 0.01% 706
2025
Q2 		$3.56M Buy
18,011
+538
+3% +$106K 0.01% 683
2025
Q1 		$3.66M Buy
17,473
+1,948
+13% +$406K 0.01% 636
2024
Q4 		$3.31M Buy
15,525
+2,186
+16% +$455K 0.01% 661
2024
Q3 		$2.66M Buy
13,339
+1,601
+14% +$292K 0.01% 678
2024
Q2 		$1.95M Buy
11,738
+3,802
+48% +$660K 0.01% 729
2024
Q1 		$1.49M Buy
7,936
+5,261
+197% +$916K ﹤0.01% 813
2023
Q4 		$451K Buy
2,675
+371
+16% +$59K ﹤0.01% 1380
2023
Q3 		$331K Buy
2,304
+434
+23% +$59.5K ﹤0.01% 1464
2023
Q2 		$235K Sell
1,870
-596
-24% -$74.2K ﹤0.01% 1648
2023
Q1 		$296K Sell
2,466
-988
-29% -$124K ﹤0.01% 1522
2022
Q4 		$432K Sell
3,454
-864
-20% -$115K ﹤0.01% 1280
2022
Q3 		$627K Buy
4,318
+2,716
+170% +$443K ﹤0.01% 1035
2022
Q2 		$277K Sell
1,602
-1
-0.1% -$181 ﹤0.01% 1465
2022
Q1 		$291K Sell
1,603
-10
-0.6% -$1.64K ﹤0.01% 1522
2021
Q4 		$251K Buy
+1,613
New +$256K ﹤0.01% 1550

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VCM
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VPM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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