Wealthspire Advisors (New York)
AIZ icon

Wealthspire Advisors (New York)’s Assurant AIZ Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-21
Closed -$4.55K – 1082
2025
Q3 		$4.55K Buy
+21
New +$4.26K ﹤0.01% 2364
2019
Q1 		– Sell
-14
Closed -$1K – 69
2018
Q4 		$1K Buy
+14
New +$1.37K ﹤0.01% 779

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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s AIZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Assurant (AIZ) in Q4 2025, closing a stake of 21 shares — an estimated $4.55K sold.

Wealthspire Advisors (New York) first reported a position in AIZ in Q4 2018 and held it in 2 quarters. The position peaked at $4.55K in Q3 2025. 566 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 21 Assurant shares in Q4 2025, an estimated $4.55K.
  • Wealthspire Advisors (New York) first reported a position in Assurant in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Assurant position peaked at $4.55K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.