NWAG
AIZ icon

Net Worth Advisory Group’s Assurant AIZ Stock Holding History

Net Worth 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
-1,664
Closed -$329K – 406
2025
Q2 		$329K Buy
1,664
+103
+7% +$20.2K 0.07% 274
2025
Q1 		$328K Buy
1,561
+23
+1% +$4.8K 0.1% 226
2024
Q4 		$328K Buy
1,538
+18
+1% +$3.75K 0.1% 231
2024
Q3 		$302K Buy
+1,520
New +$277K 0.09% 273

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

Net Worth Advisory Group's AIZ Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Assurant (AIZ) in Q3 2025, closing a stake of 1,664 shares — an estimated $329K sold.

Net Worth Advisory Group first reported a position in AIZ in Q3 2024 and held it in 4 quarters. The position peaked at $329K in Q2 2025. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,664 Assurant shares in Q3 2025, an estimated $329K.
  • Net Worth Advisory Group first reported a position in Assurant in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Assurant position peaked at $329K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.