Simplex Trading
AIZ icon

Simplex Trading’s Assurant AIZ Stock Holding History

Simplex Trading’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
Q1 		– Sell
-137
Closed -$28.6K – 8412
2024
Q4 		$29K Sell
137
-275
-67% -$57.2K ﹤0.01% 6377
2024
Q3 		$81K Buy
+412
New +$75.1K ﹤0.01% 5422
2023
Q4 		– Sell
-2,516
Closed -$400K – 8685
2023
Q3 		$361K Buy
2,516
+2,370
+1,623% +$325K ﹤0.01% 3736
2023
Q2 		$18K Buy
+146
New +$18.2K ﹤0.01% 6855
2022
Q4 		– Sell
-170
Closed -$22.6K – 9094
2022
Q3 		$24K Buy
+170
New +$27.8K ﹤0.01% 7309
2022
Q1 		– Sell
-50
Closed -$8.19K – 10283
2021
Q4 		$7K Sell
50
-50
-50% -$7.93K ﹤0.01% 9273
2021
Q3 		$15K Sell
100
-95
-49% -$15.3K ﹤0.01% 8649
2021
Q2 		$30K Buy
+195
New +$30.5K ﹤0.01% 8215
2020
Q4 		– Sell
-75
Closed -$9.71K – 8254
2020
Q3 		$9K Buy
+75
New +$8.61K ﹤0.01% 6826
2018
Q4 		– Sell
-20,943
Closed -$2.05M – 6908
2018
Q3 		$2.26M Buy
20,943
+1,053
+5% +$111K 0.01% 1150
2018
Q2 		$2.06M Buy
19,890
+11,546
+138% +$1.09M 0.01% 1106
2018
Q1 		$762K Buy
8,344
+7,626
+1,062% +$697K 0.03% 508
2017
Q4 		$72K Sell
718
-556
-44% -$55K ﹤0.01% 2084
2017
Q3 		$121K Buy
+1,274
New +$127K ﹤0.01% 1554
2015
Q4 		– Sell
-415
Closed -$34.2K – 5309
2015
Q3 		$32K Sell
415
-1,160
-74% -$86.6K ﹤0.01% 2331
2015
Q2 		$105K Buy
1,575
+1,483
+1,612% +$95.6K 0.01% 1176
2015
Q1 		$5K Sell
92
-2,601
-97% -$165K ﹤0.01% 3463
2014
Q4 		$184K Buy
+2,693
New +$179K 0.02% 637

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 $5.72T 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
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplex Trading's AIZ Position: Q1 2025 in Review

Simplex Trading sold out of Assurant (AIZ) in Q1 2025, closing a stake of 137 shares — an estimated $28.6K sold.

Simplex Trading first reported a position in AIZ in Q4 2014 and held it in 18 quarters. The position peaked at $2.26M in Q3 2018. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Simplex Trading reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 137 Assurant shares in Q1 2025, an estimated $28.6K.
  • Simplex Trading first reported a position in Assurant in Q4 2014 and held it in 18 quarters.
  • Simplex Trading's Assurant position peaked at $2.26M in Q3 2018.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.