Trust Company of Vermont’s Assurant AIZ Stock Holding History

Trust Company of Vermont’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	$963	Buy	+4	New	+$893	﹤0.01%	1087
2020 Q1	–	Sell	-18	Closed	-$2K	–	865
2019 Q4	$2K	Hold	18	–	–	﹤0.01%	868
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	922
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	936
2019 Q1	$2K	Sell	18 -18	-50%	-$1.74K	﹤0.01%	893
2018 Q4	$3K	Sell	36 -32	-47%	-$3.13K	﹤0.01%	881
2018 Q3	$7K	Hold	68	–	–	﹤0.01%	860
2018 Q2	$7K	Buy	+68	New	+$6.4K	﹤0.01%	886

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

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

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

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

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

Trust Company of Vermont's AIZ Position: Q4 2025 in Review

Trust Company of Vermont opened a new position in Assurant (AIZ) in Q4 2025: 4 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in AIZ as recently as Q4 2019.

Trust Company of Vermont first reported a position in AIZ in Q2 2018 and has held it in 8 quarters since. The position peaked at $7K in Q3 2018. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

Trust Company of Vermont held 4 shares of Assurant worth $963 as of Q4 2025.
Assurant was a new Trust Company of Vermont position in Q4 2025.
Assurant made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1087 holding.
Trust Company of Vermont first reported a position in Assurant in Q2 2018 and has held it in 8 quarters since.
Trust Company of Vermont's Assurant position peaked at $7K in Q3 2018.
564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.