Raleigh Capital Management’s Assurant AIZ Stock Holding History

Raleigh Capital 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
2026 Q1	$24.7K	Hold	113	–	–	0.01%	337
2025 Q4	$27.2K	Hold	113	–	–	0.01%	328
2025 Q3	$24.4K	Sell	113 -3	-3%	-$609	0.01%	301
2025 Q2	$22.8K	Sell	116 -11	-9%	-$2.16K	0.01%	315
2025 Q1	$26.7K	Sell	127 -44	-26%	-$9.18K	0.01%	304
2024 Q4	$36.6K	Sell	171 -2	-1%	-$416	0.01%	358
2024 Q3	$34.4K	Sell	173 -10	-5%	-$1.82K	0.01%	363
2024 Q2	$30.4K	Buy	183 +33	+22%	+$5.72K	0.01%	370
2024 Q1	$28.3K	Buy	150 +9	+6%	+$1.57K	0.01%	381
2023 Q4	$23.7K	Buy	141 +109	+341%	+$17.3K	0.01%	413
2023 Q3	$4.53K	Buy	32 +1	+3%	+$137	﹤0.01%	698
2023 Q2	$3.94K	Hold	31	–	–	﹤0.01%	682
2023 Q1	$3.75K	Buy	+31	New	+$3.88K	﹤0.01%	665
2022 Q4	–	Sell	-49	Closed	-$7K	–	770
2022 Q3	$7K	Buy	49 +19	+63%	+$3.1K	﹤0.01%	420
2022 Q2	$5K	Buy	30 +1	+3%	+$181	﹤0.01%	431
2022 Q1	$5K	Sell	29 -3	-9%	-$491	﹤0.01%	443
2021 Q4	$5K	Buy	+32	New	+$5.08K	0.01%	228

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 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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