VWWMG
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Vermillion & White Wealth Management Group’s Assurant AIZ Stock Holding History

Vermillion & White Wealth Management 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
2025
Q2 		– Sell
-44
Closed -$9.23K – 540
2025
Q1 		$9.23K Buy
+44
New +$9.18K 0.01% 286

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vermillion & White Wealth Management Group's AIZ Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of Assurant (AIZ) in Q2 2025, closing a stake of 44 shares — an estimated $9.23K sold.

Vermillion & White Wealth Management Group first reported a position in AIZ in Q1 2025 and held it in 1 quarter. The position peaked at $9.23K in Q1 2025. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Vermillion & White Wealth Management Group reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 44 Assurant shares in Q2 2025, an estimated $9.23K.
  • Vermillion & White Wealth Management Group first reported a position in Assurant in Q1 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Assurant position peaked at $9.23K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.