MIFH
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Migdal Insurance & Financial Holdings’s Assurant AIZ Stock Holding History

Migdal Insurance & Financial Holdings’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
-190
Closed -$40K – 336
2025
Q1 		$40K Buy
190
+61
+47% +$12.7K ﹤0.01% 295
2024
Q4 		$28K Buy
+129
New +$26.8K ﹤0.01% 256
2021
Q1 		– Sell
-737
Closed -$100K – 670
2020
Q4 		$100K Sell
737
-20
-3% -$2.59K ﹤0.01% 393
2020
Q3 		$92K Sell
757
-379
-33% -$43.5K ﹤0.01% 480
2020
Q2 		$117K Sell
1,136
-453
-29% -$46.9K ﹤0.01% 400
2020
Q1 		$165K Buy
+1,589
New +$196K ﹤0.01% 323
2018
Q4 		– Sell
-33,064
Closed -$1.26M – 696
2018
Q3 		$1.26M Buy
33,064
+32,758
+10,705% +$3.47M 0.03% 276
2018
Q2 		$32K Buy
306
+302
+7,550% +$28.4K ﹤0.01% 687
2018
Q1 		$0 Buy
+4
New +$366 ﹤0.01% 695
2017
Q3 		– Sell
-1,506
Closed -$157K – 544
2017
Q2 		$157K Sell
1,506
-1,593
-51% -$159K ﹤0.01% 306
2017
Q1 		$294K Buy
+3,099
New +$300K 0.01% 288

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings's AIZ Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of Assurant (AIZ) in Q2 2025, closing a stake of 190 shares — an estimated $40K sold.

Migdal Insurance & Financial Holdings first reported a position in AIZ in Q1 2017 and held it in 11 quarters. The position peaked at $1.26M in Q3 2018. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 190 Assurant shares in Q2 2025, an estimated $40K.
  • Migdal Insurance & Financial Holdings first reported a position in Assurant in Q1 2017 and held it in 11 quarters.
  • Migdal Insurance & Financial Holdings's Assurant position peaked at $1.26M in Q3 2018.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.