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TwinBeech Capital’s Assurant AIZ Stock Holding History

TwinBeech 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
-9,300
Closed -$1.84M – 551
2025
Q2 		$1.84M Buy
9,300
+5,979
+180% +$1.17M 0.04% 337
2025
Q1 		$697K Buy
3,321
+1,071
+48% +$223K 0.01% 537
2024
Q4 		$480K Buy
+2,250
New +$468K 0.01% 460
2022
Q4 		– Sell
-11,689
Closed -$1.7M – 670
2022
Q3 		$1.7M Sell
11,689
-3,211
-22% -$524K 0.04% 373
2022
Q2 		$2.58M Buy
14,900
+9,237
+163% +$1.67M 0.12% 190
2022
Q1 		$1.03M Sell
5,663
-19,026
-77% -$3.12M 0.05% 314
2021
Q4 		$3.85M Buy
24,689
+12,587
+104% +$2M 0.22% 133
2021
Q3 		$1.91M Buy
+12,102
New +$1.95M 0.13% 224
2020
Q3 		– Sell
-12,774
Closed -$1.32M – 411
2020
Q2 		$1.32M Buy
+12,774
New +$1.32M 0.29% 107

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TwinBeech Capital's AIZ Position: Q3 2025 in Review

TwinBeech Capital sold out of Assurant (AIZ) in Q3 2025, closing a stake of 9,300 shares — an estimated $1.84M sold.

TwinBeech Capital first reported a position in AIZ in Q2 2020 and held it in 9 quarters. The position peaked at $3.85M in Q4 2021. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • TwinBeech Capital reported no remaining Assurant position as of Q3 2025 after selling out during the quarter.
  • TwinBeech Capital sold 9,300 Assurant shares in Q3 2025, an estimated $1.84M.
  • TwinBeech Capital first reported a position in Assurant in Q2 2020 and held it in 9 quarters.
  • TwinBeech Capital's Assurant position peaked at $3.85M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

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