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National Wealth Management Group’s Assurant AIZ Stock Holding History

National Wealth Management 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
-2,439
Closed -$482K – 232
2025
Q2 		$482K Buy
2,439
+218
+10% +$42.8K 0.27% 88
2025
Q1 		$466K Buy
+2,221
New +$463K 0.31% 79
2024
Q3 		– Sell
-2,164
Closed -$360K – 142
2024
Q2 		$360K Buy
+2,164
New +$375K 0.27% 80
2023
Q2 		– Sell
-4,514
Closed -$585K – 131
2023
Q1 		$585K Buy
+4,514
New +$565K 0.67% 38
2022
Q1 		– Sell
-1,382
Closed -$215K – 110
2021
Q4 		$215K Buy
+1,382
New +$219K 0.2% 114

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

National Wealth Management Group's AIZ Position: Q3 2025 in Review

National Wealth Management Group sold out of Assurant (AIZ) in Q3 2025, closing a stake of 2,439 shares — an estimated $482K sold.

National Wealth Management Group first reported a position in AIZ in Q4 2021 and held it in 5 quarters. The position peaked at $585K in Q1 2023. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • National Wealth Management Group reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,439 Assurant shares in Q3 2025, an estimated $482K.
  • National Wealth Management Group first reported a position in Assurant in Q4 2021 and held it in 5 quarters.
  • National Wealth Management Group's Assurant position peaked at $585K in Q1 2023.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.