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ORG Wealth Partners’s Assurant AIZ Stock Holding History

ORG Wealth 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
Q3 		– Sell
-140
Closed -$27.7K – 627
2025
Q2 		$27.7K Hold
140
– – 0.01% 376
2025
Q1 		$29.6K Sell
140
-418
-75% -$87.2K 0.01% 392
2024
Q4 		$119K Sell
558
-63
-10% -$13.1K 0.04% 157
2024
Q3 		$123K Buy
+621
New +$113K 0.04% 164

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

ORG Wealth Partners's AIZ Position: Q3 2025 in Review

ORG Wealth Partners sold out of Assurant (AIZ) in Q3 2025, closing a stake of 140 shares — an estimated $27.7K sold.

ORG Wealth Partners first reported a position in AIZ in Q3 2024 and held it in 4 quarters. The position peaked at $123K in Q3 2024. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • ORG Wealth Partners reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 140 Assurant shares in Q3 2025, an estimated $27.7K.
  • ORG Wealth Partners first reported a position in Assurant in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Assurant position peaked at $123K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.