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Assurant, Inc.

AIZ
Exchange
NYSE
Industry
Insurance Carriers, NEC
SEC CIK
0001267238

In the last 90 days, Assurant, Inc. insiders filed 0 open-market purchases and 1 sale; 614 institutions reported holding it in 13F filings for Q2 2026, worth $13.0B in total; no superinvestor holds it.

Other share classesAIZN

13F holders, Q1 2021

Institutional positions in Assurant, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
401
No complete 13F data for Q4 2020
Shares held
57.5M
No complete 13F data for Q4 2020
Total value
$8.15B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AIZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 401 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ1 2021: $8.15B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Assurant, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AIZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Whittier Trust Co of Nevada Inc1$00.00%––
MPS Loria Financial Planners, LLC6$00.00%––
Valeo Financial Advisors, LLC2$00.00%––
Howe & Rusling Inc8$1.00K0.00%––
Harbour Investments, Inc.4$1.00K0.00%––
Thompson Siegel & Walmsley LLC7$1.00K0.00%––
Tarbox Family Office, Inc.4$1.00K0.00%––
Proequities, Inc.17$2.00K0.00%––
Hanson & Doremus Investment Management11$2.00K0.00%––
Baystate Wealth Management LLC10$2.00K0.00%––
Lindbrook Capital, LLC17$2.00K0.00%––
Resolute Partners Group17$2.00K0.00%––
Sutton Wealth Advisors Inc.17$2.41K0.00%––
American Portfolios Advisors19$2.69K0.00%––
First Horizon Corp24$3.00K0.00%––
Westside Investment Management, Inc.25$3.00K0.00%––
Glassman Wealth Services21$3.00K0.00%––
Zions Bancorporation, N.A.23$3.00K0.00%––
Patriot Financial Group Insurance Agency, LLC24$3.00K0.00%––
Sterling Investment Advisors, Ltd.20$3.00K0.00%––
Private Capital Group, LLC19$3.00K0.00%––
Prestige Wealth Management Group LLC23$3.00K0.00%––
Earnest Partners LLC27$4.00K0.00%––
Farmers & Merchants Investments Inc30$4.00K0.00%––
Benjamin Edwards Inc25$4.00K0.00%––
San Francisco Sentry Investment Group (Ca)30$4.00K0.00%––
Evoke Wealth, LLC26$4.00K0.00%––
Sun Life Financial INC35$5.00K0.00%––
Massmutual Trust Co FSB32$5.00K0.00%––
Parkside Financial Bank & Trust38$5.00K0.00%––
Versant Capital Management, Inc32$5.00K0.00%––
Meridian Wealth Partners, LLC33$5.00K0.00%––
West Paces Advisors Inc.40$5.67K0.00%––
Gemmer Asset Management LLC39$6.00K0.00%––
NEXT Financial Group, Inc43$6.00K0.00%––
Ellevest, Inc.44$6.00K0.00%––
Ameritas Investment Company, LLC44$6.24K0.00%––
FinTrust Capital Advisors, LLC52$7.00K0.00%––
BerganKDV Wealth Management, LLC47$7.00K0.00%––
Parallel Advisors, LLC62$9.00K0.00%––
Loomis Sayles & Co L P74$10.0K0.00%––
Hudock, Inc.75$10.0K0.00%––
TCI Wealth Advisors, Inc.70$10.0K0.00%––
CX Institutional94$13.0K0.00%––
Rockefeller Capital Management L.P.92$13.0K0.00%––
Smithfield Trust Co115$16.0K0.00%––
Berman Capital Advisors, LLC120$17.0K0.00%––
TD Private Client Wealth LLC120$17.0K0.00%––
Concord Wealth Partners128$18.0K0.01%––
Northwestern Mutual Wealth Management Co138$20.0K0.00%––
Allworth Financial LP147$21.0K0.00%––
Graves-Light Private Wealth Management, Inc.160$23.0K0.00%––
CWM, LLC168$26.0K0.00%––
Laurel Wealth Advisors LLC181$26.0K0.01%––
Atlas Private Wealth Management188$27.0K0.02%––
Central Trust Co200$28.0K0.00%––
Old North State Trust, LLC308$44.0K0.03%––
Hexagon Capital Partners LLC321$45.0K0.01%––
Trustcore Financial Services, LLC352$50.0K0.01%––
Steward Partners Investment Advisory, LLC355$50.3K0.00%––
Acadian Asset Management LLC357$51.0K0.00%––
Gradient Investments LLC379$54.0K0.00%––
Eudaimonia Partners, LLC382$54.0K0.01%––
Arlington Partners LLC385$55.0K0.02%––
Federation des caisses Desjardins du Quebec395$56.0K0.00%––
GPS Wealth Strategies Group, LLC423$59.0K0.02%––
SOA Wealth Advisors, LLC.439$62.0K0.02%––
IFP Advisors, Inc436$63.0K0.00%––
Advisors Asset Management, Inc.544$77.1K0.00%––
Captrust Financial Advisors550$78.0K0.00%––
Bessemer Group Inc565$80.0K0.00%––
Sentry Investment Management LLC624$88.0K0.02%––
Fifth Third Bancorp675$96.0K0.00%––
Livforsakringsbolaget Skandia, Omsesidigt677$96.0K0.01%––
CSat Investment Advisory, L.P.764$108.0K0.09%––
Benjamin F. Edwards & Company, Inc.819$116.0K0.01%––
Ameritas Investment Partners, Inc.863$122.0K0.00%––
Quadrant Capital Group LLC878$124.0K0.02%––
Valley National Advisers Inc963$137.0K0.03%––
O'Shaughnessy Asset Management, LLC1,037$147.0K0.00%––
Vestcor Inc1,079$153.0K0.01%––
DuPont Capital Management Corp1,095$155.0K0.00%––
Banque Cantonale Vaudoise1,096$156.0K0.01%––
FourThought Financial, LLC1,177$166.0K0.02%––
NN Investment Partners Holdings N.V.1,183$167.0K0.00%––
US Bancorp1,216$172.0K0.00%––
Ci Investments Inc.1,435$203.0K0.00%––
Lazard Asset Management LLC1,445$204.0K0.00%––
Northwest Bancshares, Inc.1,475$209.0K0.05%––
Kentucky Retirement Systems Insurance Trust Fund1,517$215.0K0.02%––
Two Sigma Securities, LLC1,527$216.0K0.05%––
Frontier Wealth Management LLC1,525$216.0K0.02%––
Heartland Bank & Trust Co1,531$217.0K0.20%––
Wilbanks Smith & Thomas Asset Management LLC1,559$221.0K0.01%––
CIBC Private Wealth Group, LLC1,561$221.0K0.00%––
Ossiam1,589$225.0K0.01%––
E. Ohman J:or Asset Management AB1,600$226.8K0.01%––
Barings LLC1,623$230.0K0.01%––
Centiva Capital, LP1,654$234.0K0.03%––
Veritable, L.P.1,665$236.0K0.00%––