- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 15 May 2025
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 7 listed it in both
- Shares listed
- 4,804,410
- combined, among listed positions
- Reported value
- $1.0bn
- combined, at the quarter end
Among the 95 comparable managers: 6 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing AIZ in Q1 2025
Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 1,479,310 | $310m | 0.06% | Added | n.a. | 12 May 2025 (the filing on sec.gov) |
| MFS Investment Management | 1,191,249 | $250m | 0.08% | Trimmed | -5,901 | 2 May 2025 (the filing on sec.gov) |
| T. Rowe Price Associates Inc | 889,310 | $187m | under 0.1% | Added | +72,046 | 14 May 2025 (the filing on sec.gov) |
| AQR Capital Management LLC | 880,506 | $183m | 0.19% | Trimmed | -106,007 | 15 May 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 180,492 | $38m | under 0.1% | Trimmed | -1,675 | 15 May 2025 (the filing on sec.gov) |
| Man Group PLC | 135,040 | $28m | 0.07% | Added | +2,040 | 15 May 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 24,945 | $5.2m | under 0.1% | Added | +15,742 | 14 May 2025 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 18,594 | $3.9m | under 0.1% | New | new | 14 May 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 3,923 | $823k | under 0.1% | New | new | 15 May 2025 (the filing on sec.gov) |
| Capital Research Global Investors | 1,041 | $218k | under 0.1% | Held | 0 | 12 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.
Increases
- T. Rowe Price Associates Incexisting position · 889,310 shares now+72,046
- ExodusPoint Capital Management LPnew position · 18,594 shares now+18,594
- Bridgewater Associates LPexisting position · 24,945 shares now+15,742
- Freestone Grove Partners LPnew position · 3,923 shares now+3,923
- Man Group PLCexisting position · 135,040 shares now+2,040
Reductions
- AQR Capital Management LLCexisting position · 880,506 shares now-106,007
- MFS Investment Managementexisting position · 1,191,249 shares now-5,901
- Marshall Wace LLPexisting position · 180,492 shares now-1,675
New positions and exits
At least these many: a manager is shown exiting only where its own filing shows the position gone.
New (2)
Exited (1)
- Woodline Partners LPwas $34m
Ownership over time
Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 8 in Q2 2026
Tracked managers listing it, at least.
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 5 | $521m | n.a. | n.a. |
| Q3 2013 | 5 | $609m | n.a. | n.a. |
| Q4 2013 | 6 | $831m | n.a. | n.a. |
| Q1 2014 | 9 | $890m | n.a. | n.a. |
| Q2 2014 | 12 | $1.0bn | n.a. | n.a. |
| Q3 2014 | 8 | $969m | n.a. | n.a. |
| Q4 2014 | 8 | $856m | n.a. | n.a. |
| Q1 2015 | 8 | $757m | n.a. | n.a. |
| Q2 2015 | 8 | $969m | n.a. | n.a. |
| Q3 2015 | 7 | $1.2bn | n.a. | n.a. |
| Q4 2015 | 9 | $1.2bn | n.a. | n.a. |
| Q1 2016 | 9 | $1.1bn | n.a. | n.a. |
| Q2 2016 | 9 | $1.1bn | n.a. | n.a. |
| Q3 2016 | 5 | $1.1bn | n.a. | n.a. |
| Q4 2016 | 6 | $1.0bn | n.a. | n.a. |
| Q1 2017 | 8 | $946m | n.a. | n.a. |
| Q2 2017 | 8 | $958m | n.a. | n.a. |
| Q3 2017 | 8 | $748m | n.a. | n.a. |
| Q4 2017 | 9 | $838m | n.a. | n.a. |
| Q1 2018 | 12 | $801m | n.a. | n.a. |
| Q2 2018 | 8 | $1.0bn | n.a. | n.a. |
| Q3 2018 | 9 | $1.5bn | n.a. | n.a. |
| Q4 2018 | 15 | $1.1bn | n.a. | n.a. |
| Q1 2019 | 12 | $1.3bn | n.a. | n.a. |
| Q2 2019 | 13 | $1.6bn | n.a. | n.a. |
| Q3 2019 | 12 | $2.2bn | n.a. | n.a. |
| Q4 2019 | 9 | $2.2bn | n.a. | n.a. |
| Q1 2020 | 11 | $1.7bn | n.a. | n.a. |
| Q2 2020 | 11 | $1.6bn | n.a. | n.a. |
| Q3 2020 | 10 | $2.1bn | n.a. | n.a. |
| Q4 2020 | 8 | $1.9bn | n.a. | n.a. |
| Q1 2021 | 11 | $2.6bn | n.a. | n.a. |
| Q2 2021 | 12 | $2.7bn | n.a. | n.a. |
| Q3 2021 | 9 | $2.6bn | n.a. | n.a. |
| Q4 2021 | 14 | $2.6bn | n.a. | n.a. |
| Q1 2022 | 11 | $3.0bn | n.a. | n.a. |
| Q2 2022 | 10 | $2.6bn | n.a. | n.a. |
| Q3 2022 | 8 | $1.3bn | n.a. | n.a. |
| Q4 2022 | 11 | $879m | n.a. | n.a. |
| Q1 2023 | 9 | $295m | n.a. | n.a. |
| Q2 2023 | 6 | $406m | n.a. | n.a. |
| Q3 2023 | 7 | $859m | n.a. | n.a. |
| Q4 2023 | 6 | $487m | 1 | 5 |
| Q1 2024 | 9 | $749m | 7 | 2 |
| Q2 2024 | 9 | $675m | 5 | 4 |
| Q3 2024 | 10 | $833m | 5 | 5 |
| Q4 2024 | 8 | $742m | 1 | 6 |
| Q1 2025 | 10 | $1.0bn | 6 | 4 |
| Q2 2025 | 8 | $651m | 7 | 2 |
| Q3 2025 | 6 | $521m | 3 | 3 |
| Q4 2025 | 7 | $548m | 10 | 22 |
| Q1 2026 | 5 | $547m | 17 | 13 |
| Q2 2026 | 8 | $881m | 11 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
AIZ and V →AIZ and AXP →AIZ and BAC →Choose a stock to compare with AIZ →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AIZ, latest filings →Back to the 13F Explorer →