SSG
AIZ icon

Summit Securities Group’s Assurant AIZ Stock Holding History

Summit Securities 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
2026
Q1 		$1.74K Sell
8
-66
-89% -$15K ﹤0.01% 957
2025
Q4 		$17.8K Sell
74
-12
-14% -$2.68K ﹤0.01% 817
2025
Q3 		$18.6K Buy
86
+52
+153% +$10.6K 0.01% 785
2025
Q2 		$6.71K Buy
+34
New +$6.68K ﹤0.01% 947
2023
Q3 		– Sell
-70
Closed -$9K – 542
2023
Q2 		$9K Sell
70
-32
-31% -$3.98K ﹤0.01% 782
2023
Q1 		$12K Buy
102
+49
+92% +$6.13K ﹤0.01% 675
2022
Q4 		$7K Sell
53
-2,231
-98% -$297K ﹤0.01% 1061
2022
Q3 		$332K Buy
2,284
+2,172
+1,939% +$355K 0.06% 316
2022
Q2 		$19K Buy
112
+88
+367% +$15.9K 0.01% 769
2022
Q1 		$4K Buy
+24
New +$3.93K ﹤0.01% 987
2015
Q3 		– Sell
-731
Closed -$49K – 354
2015
Q2 		$49K Buy
+731
New +$47.1K 0.02% 183

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 $5.7T 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
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 $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