PIM
AIZ icon

Plato Investment Management’s Assurant AIZ Stock Holding History

Plato Investment Management’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 		– Sell
-126
Closed -$27.1K – 514
2025
Q3 		$27.1K Sell
126
-850
-87% -$172K ﹤0.01% 456
2025
Q2 		$192K Hold
976
– – 0.01% 404
2025
Q1 		$207K Hold
976
– – 0.02% 391
2024
Q4 		$209K Sell
976
-1,719
-64% -$358K 0.02% 407
2024
Q3 		$535K Hold
2,695
– – 0.04% 310
2024
Q2 		$448K Buy
2,695
+2,569
+2,039% +$446K 0.04% 285
2024
Q1 		$23.7K Hold
126
– – ﹤0.01% 405
2023
Q4 		$21.2K Buy
+126
New +$20K 0.03% 311

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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Plato Investment Management's AIZ Position: Q4 2025 in Review

Plato Investment Management sold out of Assurant (AIZ) in Q4 2025, closing a stake of 126 shares — an estimated $27.1K sold.

Plato Investment Management first reported a position in AIZ in Q4 2023 and held it in 8 quarters. The position peaked at $535K in Q3 2024. 566 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • Plato Investment Management reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
  • Plato Investment Management sold 126 Assurant shares in Q4 2025, an estimated $27.1K.
  • Plato Investment Management first reported a position in Assurant in Q4 2023 and held it in 8 quarters.
  • Plato Investment Management's Assurant position peaked at $535K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.