SummitTX Capital’s Assurant AIZ Stock Holding History

SummitTX Capital’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 Q3	–	Sell	-1,582	Closed	-$312K	–	737
2025 Q2	$312K	Buy	+1,582	New	+$311K	0.01%	609

Other funds holding AIZ

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SummitTX Capital's AIZ Position: Q3 2025 in Review

SummitTX Capital sold out of Assurant (AIZ) in Q3 2025, closing a stake of 1,582 shares — an estimated $312K sold.

SummitTX Capital first reported a position in AIZ in Q2 2025 and held it in 1 quarter. The position peaked at $312K in Q2 2025. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

SummitTX Capital reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 1,582 Assurant shares in Q3 2025, an estimated $312K.
SummitTX Capital first reported a position in Assurant in Q2 2025 and held it in 1 quarter.
SummitTX Capital's Assurant position peaked at $312K in Q2 2025.
541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.