SAG
AIZ icon

SageView Advisory Group’s Assurant AIZ Stock Holding History

SageView Advisory 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
2025
Q4 		$280K Sell
1,160
-63
-5% -$14.1K 0.01% 505
2025
Q3 		$265K Buy
+1,223
New +$248K 0.01% 553

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 $5.72T 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 $1.02T AUM 30.18% 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

SageView Advisory Group's AIZ Position: Q4 2025 in Review

SageView Advisory Group reduced its Assurant (AIZ) stake by 5.2% in Q4 2025, selling an estimated $14.1K and leaving 1,160 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #505.

SageView Advisory Group first reported a position in AIZ in Q3 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • SageView Advisory Group held 1,160 shares of Assurant worth $280K as of Q4 2025.
  • SageView Advisory Group sold 63 Assurant shares in Q4 2025, an estimated $14.1K.
  • Assurant made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #505 holding.
  • SageView Advisory Group first reported a position in Assurant in Q3 2025 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.