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Riverview Trust Company’s Assurant AIZ Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-115
Closed -$24.1K – 237
2025
Q1 		$24.1K Hold
115
– – 0.02% 357
2024
Q4 		$24.5K Hold
115
– – 0.02% 387
2024
Q3 		$22.9K Hold
115
– – 0.02% 407
2024
Q2 		$19.1K Hold
115
– – 0.02% 453
2024
Q1 		$21.6K Buy
+115
New +$20K 0.02% 441
2023
Q4 		– Sell
-115
Closed -$16.5K – 115
2023
Q3 		$16.5K Hold
115
– – 0.01% 471
2023
Q2 		$14.5K Buy
+115
New +$14.3K 0.01% 548
2022
Q4 		– Sell
-90
Closed -$13K – 702
2022
Q3 		$13K Buy
+90
New +$14.7K 0.01% 490

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverview Trust Company's AIZ Position: Q2 2025 in Review

Riverview Trust Company sold out of Assurant (AIZ) in Q2 2025, closing a stake of 115 shares — an estimated $24.1K sold.

Riverview Trust Company first reported a position in AIZ in Q3 2022 and held it in 8 quarters. The position peaked at $24.5K in Q4 2024. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Riverview Trust Company reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 115 Assurant shares in Q2 2025, an estimated $24.1K.
  • Riverview Trust Company first reported a position in Assurant in Q3 2022 and held it in 8 quarters.
  • Riverview Trust Company's Assurant position peaked at $24.5K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.