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ORG Partners’s Assurant AIZ Stock Holding History

ORG Partners’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
Q4 		$1.44K Buy
6
+2
+50% +$447 ﹤0.01% 1490
2025
Q3 		$866 Buy
+4
New +$812 ﹤0.01% 1408
2024
Q3 		– Sell
-481
Closed -$80.3K – 1174
2024
Q2 		$80.3K Buy
+481
New +$83.4K 0.01% 668

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

ORG Partners's AIZ Position: Q4 2025 in Review

ORG Partners increased its Assurant (AIZ) stake by 50% in Q4 2025, buying an estimated $447 and bringing the position to 6 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

ORG Partners first reported a position in AIZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $80.3K in Q2 2024. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • ORG Partners held 6 shares of Assurant worth $1.44K as of Q4 2025.
  • ORG Partners bought 2 Assurant shares in Q4 2025, an estimated $447.
  • Assurant made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1490 holding.
  • ORG Partners first reported a position in Assurant in Q2 2024 and has held it in 3 quarters since.
  • ORG Partners's Assurant position peaked at $80.3K in Q2 2024.
  • 564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.