PWMG
AIZ icon

Private Wealth Management Group’s Assurant AIZ Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$1.31K Hold
6
– – ﹤0.01% 1187
2025
Q4 		$1.45K Hold
6
– – ﹤0.01% 1178
2025
Q3 		$1.3K Sell
6
-9
-60% -$1.83K ﹤0.01% 1220
2025
Q2 		$2.96K Hold
15
– – ﹤0.01% 965
2025
Q1 		$3.15K Hold
15
– – ﹤0.01% 896
2024
Q4 		$3.2K Hold
15
– – ﹤0.01% 921
2024
Q3 		$2.98K Hold
15
– – ﹤0.01% 923
2024
Q2 		$2.49K Hold
15
– – ﹤0.01% 973
2024
Q1 		$2.82K Buy
15
+1
+7% +$174 ﹤0.01% 831
2023
Q4 		$2.36K Buy
+14
New +$2.23K ﹤0.01% 907

Other funds holding AIZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return