Principal Financial Group’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.6M | Buy |
66,882
+10,317
| +18% | +$2.35M | 0.01% | 1107 |
|
|
2025
Q4 | $13.6M | Sell |
56,565
-3,660
| -6% | -$818K | 0.01% | 1113 |
|
|
2025
Q3 | $13M | Sell |
60,225
-3,808
| -6% | -$773K | 0.01% | 1130 |
|
|
2025
Q2 | $12.6M | Sell |
64,033
-15,256
| -19% | -$3M | 0.01% | 1119 |
|
|
2025
Q1 | $16.6M | Buy |
79,289
+8,478
| +12% | +$1.77M | 0.01% | 957 |
|
|
2024
Q4 | $15.1M | Sell |
70,811
-1,449
| -2% | -$301K | 0.01% | 1043 |
|
|
2024
Q3 | $14.4M | Buy |
72,260
+4,317
| +6% | +$787K | 0.01% | 1057 |
|
|
2024
Q2 | $11.3M | Sell |
67,943
-810
| -1% | -$141K | 0.01% | 1197 |
|
|
2024
Q1 | $12.9M | Buy |
68,753
+354
| +0.5% | +$61.7K | 0.01% | 1174 |
|
|
2023
Q4 | $11.5M | Buy |
68,399
+3,829
| +6% | +$609K | 0.01% | 1215 |
|
|
2023
Q3 | $9.27M | Sell |
64,570
-2,141
| -3% | -$293K | 0.01% | 1272 |
|
|
2023
Q2 | $8.39M | Sell |
66,711
-3,560
| -5% | -$443K | 0.01% | 1335 |
|
|
2023
Q1 | $8.44M | Sell |
70,271
-140
| -0.2% | -$17.5K | 0.01% | 1344 |
|
|
2022
Q4 | $8.81M | Sell |
70,411
-5,134
| -7% | -$684K | 0.01% | 1312 |
|
|
2022
Q3 | $11M | Sell |
75,545
-26,231
| -26% | -$4.28M | 0.01% | 1141 |
|
|
2022
Q2 | $17.6M | Buy |
101,776
+30,654
| +43% | +$5.55M | 0.01% | 924 |
|
|
2022
Q1 | $12.9M | Sell |
71,122
-2,467
| -3% | -$404K | 0.01% | 1225 |
|
|
2021
Q4 | $11.5M | Sell |
73,589
-3,066
| -4% | -$486K | 0.01% | 1315 |
|
|
2021
Q3 | $12.1M | Sell |
76,655
-26,905
| -26% | -$4.34M | 0.01% | 1301 |
|
|
2021
Q2 | $16.2M | Buy |
103,560
+11,230
| +12% | +$1.75M | 0.01% | 1143 |
|
|
2021
Q1 | $13.1M | Buy |
92,330
+14,828
| +19% | +$2M | 0.01% | 1241 |
|
|
2020
Q4 | $10.6M | Sell |
77,502
-6,439
| -8% | -$833K | 0.01% | 1191 |
|
|
2020
Q3 | $10.2M | Sell |
83,941
-13,777
| -14% | -$1.58M | 0.01% | 1064 |
|
|
2020
Q2 | $10.1M | Buy |
97,718
+4,231
| +5% | +$438K | 0.01% | 1050 |
|
|
2020
Q1 | $9.73M | Buy |
93,487
+5,192
| +6% | +$640K | 0.01% | 923 |
|
|
2019
Q4 | $11.6M | Sell |
88,295
-3,784
| -4% | -$487K | 0.01% | 1166 |
|
|
2019
Q3 | $11.6M | Buy |
92,079
+1,714
| +2% | +$203K | 0.01% | 1127 |
|
|
2019
Q2 | $9.61M | Buy |
90,365
+12,760
| +16% | +$1.26M | 0.01% | 1246 |
|
|
2019
Q1 | $7.37M | Sell |
77,605
-796
| -1% | -$77.1K | 0.01% | 1408 |
|
|
2018
Q4 | $7.01M | Sell |
78,401
-2,204
| -3% | -$216K | 0.01% | 1363 |
|
|
2018
Q3 | $8.7M | Buy |
80,605
+968
| +1% | +$102K | 0.01% | 1389 |
|
|
2018
Q2 | $8.24M | Sell |
79,637
-2,292
| -3% | -$216K | 0.01% | 1401 |
|
|
2018
Q1 | $7.49M | Buy |
81,929
+6,101
| +8% | +$558K | 0.01% | 1395 |
|
|
2017
Q4 | $7.65M | Sell |
75,828
-5,856
| -7% | -$579K | 0.01% | 1399 |
|
|
2017
Q3 | $7.8M | Sell |
81,684
-3,607
| -4% | -$360K | 0.01% | 1385 |
|
|
2017
Q2 | $8.84M | Buy |
85,291
+8,037
| +10% | +$800K | 0.01% | 1297 |
|
|
2017
Q1 | $7.39M | Sell |
77,254
-8,629
| -10% | -$835K | 0.01% | 1371 |
|
|
2016
Q4 | $7.97M | Sell |
85,883
-4,650
| -5% | -$406K | 0.01% | 1308 |
|
|
2016
Q3 | $8.35M | Buy |
90,533
+1,656
| +2% | +$145K | 0.01% | 1224 |
|
|
2016
Q2 | $7.67M | Sell |
88,877
-7,247
| -8% | -$609K | 0.01% | 1222 |
|
|
2016
Q1 | $7.42M | Sell |
96,124
-1,517
| -2% | -$115K | 0.01% | 1172 |
|
|
2015
Q4 | $7.86M | Buy |
97,641
+3,338
| +4% | +$275K | 0.01% | 1102 |
|
|
2015
Q3 | $7.45M | Buy |
94,303
+1,253
| +1% | +$93.6K | 0.01% | 1117 |
|
|
2015
Q2 | $6.24M | Sell |
93,050
-8,148
| -8% | -$525K | 0.01% | 1314 |
|
|
2015
Q1 | $6.21M | Buy |
101,198
+2,293
| +2% | +$145K | 0.01% | 1273 |
|
|
2014
Q4 | $6.77M | Buy |
98,905
+3,345
| +4% | +$223K | 0.01% | 1228 |
|
|
2014
Q3 | $6.14M | Sell |
95,560
-58,883
| -38% | -$3.85M | 0.01% | 1229 |
|
|
2014
Q2 | $10.1M | Sell |
154,443
-47,933
| -24% | -$3.2M | 0.02% | 925 |
|
|
2014
Q1 | $13.1M | Sell |
202,376
-549
| -0.3% | -$36K | 0.02% | 737 |
|
|
2013
Q4 | $13.5M | Sell |
202,925
-24,416
| -11% | -$1.49M | 0.03% | 698 |
|
|
2013
Q3 | $12.3M | Buy |
227,341
+125,323
| +123% | +$6.78M | 0.03% | 695 |
|
|
2013
Q2 | $5.19M | Buy |
+102,018
| New | +$4.95M | 0.01% | 1166 |
|
Other funds holding AIZ
VCM
VPM
