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 $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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