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WFA Asset Management’s Assurant AIZ Stock Holding History

WFA Asset Management’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 		$448K Hold
2,251
– – 0.24% 31
2025
Q2 		$374K Hold
2,251
– – 0.21% 37
2025
Q1 		$424K Hold
2,251
– – 0.22% 36
2024
Q4 		$480K Hold
2,251
– – 0.26% 31
2024
Q3 		$448K Hold
2,251
– – 0.24% 31
2024
Q2 		$374K Hold
2,251
– – 0.21% 37
2024
Q1 		$424K Buy
+2,251
New +$392K 0.22% 36

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

WFA Asset Management's AIZ Position: Q3 2025 in Review

WFA Asset Management held its Assurant (AIZ) position steady in Q3 2025 at 2,251 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #31.

WFA Asset Management first reported a position in AIZ in Q1 2024 and has held it in 7 quarters since. The position peaked at $480K in Q4 2024. 541 funds tracked by Wall St. Rank hold AIZ as of Q3 2025.

  • WFA Asset Management held 2,251 shares of Assurant worth $448K as of Q3 2025.
  • WFA Asset Management left its Assurant share count unchanged in Q3 2025.
  • Assurant made up 0.24% of WFA Asset Management's portfolio in Q3 2025, its #31 holding.
  • WFA Asset Management first reported a position in Assurant in Q1 2024 and has held it in 7 quarters since.
  • WFA Asset Management's Assurant position peaked at $480K in Q4 2024.
  • 541 funds tracked by Wall St. Rank held Assurant as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.