MAWAG
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Mid-American Wealth Advisory Group’s Assurant AIZ Stock Holding History

Mid-American Wealth Advisory 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
-122
Closed -$24.1K – 64
2025
Q2 		$24.1K Buy
+122
New +$24K 0.01% 113

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

Mid-American Wealth Advisory Group's AIZ Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Assurant (AIZ) in Q3 2025, closing a stake of 122 shares — an estimated $24.1K sold.

Mid-American Wealth Advisory Group first reported a position in AIZ in Q2 2025 and held it in 1 quarter. The position peaked at $24.1K in Q2 2025. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 122 Assurant shares in Q3 2025, an estimated $24.1K.
  • Mid-American Wealth Advisory Group first reported a position in Assurant in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Assurant position peaked at $24.1K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.