SteelPeak Wealth’s Assurant AIZ Stock Holding History

SteelPeak Wealth’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	–	Sell	-1,028	Closed	-$223K	–	538
2025 Q3	$223K	Buy	+1,028	New	+$209K	0.01%	524
2025 Q2	–	Sell	-1,000	Closed	-$210K	–	573
2025 Q1	$210K	Hold	1,000	–	–	0.01%	482
2024 Q4	$213K	Buy	+1,000	New	+$208K	0.01%	480
2024 Q3	–	Sell	-13,051	Closed	-$2.17M	–	518
2024 Q2	$2.17M	Buy	13,051 +11,551	+770%	+$2M	0.1%	152
2024 Q1	$282K	Hold	1,500	–	–	0.01%	375
2023 Q4	$253K	Sell	1,500 -200	-12%	-$31.8K	0.01%	356
2023 Q3	$244K	Buy	+1,700	New	+$233K	0.02%	358
2023 Q2	–	Sell	-1,667	Closed	-$200K	–	449
2023 Q1	$200K	Sell	1,667 -6,103	-79%	-$764K	0.01%	349
2022 Q4	$972K	Buy	7,770 +1,161	+18%	+$155K	0.07%	176
2022 Q3	$960K	Sell	6,609 -2,141	-24%	-$350K	0.07%	170
2022 Q2	$1.51M	Buy	+8,750	New	+$1.58M	0.11%	133

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SteelPeak Wealth's AIZ Position: Q4 2025 in Review

SteelPeak Wealth sold out of Assurant (AIZ) in Q4 2025, closing a stake of 1,028 shares — an estimated $223K sold.

SteelPeak Wealth first reported a position in AIZ in Q2 2022 and held it in 11 quarters. The position peaked at $2.17M in Q2 2024. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

SteelPeak Wealth reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 1,028 Assurant shares in Q4 2025, an estimated $223K.
SteelPeak Wealth first reported a position in Assurant in Q2 2022 and held it in 11 quarters.
SteelPeak Wealth's Assurant position peaked at $2.17M in Q2 2024.
565 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.