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, Q2 2021
Institutional positions in Assurant, Inc. as of Jun 30, 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
- 409
- +10 vs. Q1 2021
- Shares held
- 57.0M
- −444.5K (−0.8%) vs. Q1 2021
- Total value
- $8.89B
- +$756.6M (+9.3%) vs. Q1 2021
- New holders
- 49
- 144 more added
- Sold out
- 39
- 143 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 614 | $13.0B |
| Q1 2026 | 586 | $10.2B |
| Q4 2025 | 566 | $11.5B |
| Q3 2025 | 542 | $10.2B |
| Q2 2025 | 548 | $9.49B |
| Q1 2025 | 563 | $10.4B |
| Q4 2024 | 566 | $10.4B |
| Q3 2024 | 524 | $9.72B |
| Q2 2024 | 518 | $8.17B |
| Q1 2024 | 509 | $9.20B |
| Q4 2023 | 485 | $8.20B |
| Q3 2023 | 420 | $7.12B |
| Q2 2023 | 414 | $6.30B |
| Q1 2023 | 417 | $6.03B |
| Q4 2022 | 426 | $6.37B |
| Q3 2022 | 429 | $7.45B |
| Q2 2022 | 453 | $8.77B |
| Q1 2022 | 428 | $9.28B |
| Q4 2021 | 421 | $8.22B |
| Q3 2021 | 421 | $8.56B |
| Q2 2021 | 409 | $8.89B |
| Q1 2021 | 401 | $8.15B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $156 | 0.00% | – | New |
| Harbour Investments, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9 | $1.00K | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| BBVA USA | 4 | $1.00K | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 7 | $1.09K | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 12 | $2.00K | 0.00% | −20−62.5% | Reduced |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 19 | $2.97K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 21 | $3.00K | 0.00% | −23−52.3% | Reduced |
| First Horizon Corp | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $3.00K | 0.00% | +2+11.8% | Added |
| Lindbrook Capital, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $4.00K | 0.00% | −3−11.5% | Reduced |
| Zions Bancorporation, N.A. | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Versant Capital Management, Inc | 31 | $5.00K | 0.00% | −1−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 37 | $5.00K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $6.25K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 67 | $10.0K | 0.00% | −752−91.8% | Reduced |
| Hudock, Inc. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 72 | $11.0K | 0.00% | +72 | New |
| Loomis Sayles & Co L P | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 80 | $12.0K | 0.01% | +80 | New |
| Parallel Advisors, LLC | 83 | $13.0K | 0.00% | +21+33.9% | Added |
| Gemmer Asset Management LLC | 93 | $15.0K | 0.00% | +54+138.5% | Added |
| IFP Advisors, Inc | 116 | $17.0K | 0.00% | −320−73.4% | Reduced |
| Berman Capital Advisors, LLC | 120 | $18.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 116 | $18.0K | 0.00% | +22+23.4% | Added |
| TD Private Client Wealth LLC | 122 | $19.1K | 0.00% | +2+1.7% | Added |
| Allworth Financial LP | 147 | $23.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 146 | $23.0K | 0.01% | +18+14.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 168 | $26.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $28.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 188 | $30.0K | 0.00% | +50+36.2% | Added |
| Simplex Trading, LLC | 195 | $30.0K | 0.00% | +195 | New |
| Central Trust Co | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 291 | $45.0K | 0.03% | −17−5.5% | Reduced |
| Hexagon Capital Partners LLC | 334 | $52.0K | 0.01% | +13+4.0% | Added |
| Acadian Asset Management LLC | 337 | $53.0K | 0.00% | −20−5.6% | Reduced |
| Trustcore Financial Services, LLC | 352 | $55.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 371 | $58.0K | 0.00% | +16+4.5% | Added |
| Gradient Investments LLC | 379 | $59.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $60.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 395 | $61.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 423 | $66.0K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 420 | $66.0K | 0.01% | +420 | New |
| Advisory Services Network, LLC | 503 | $78.0K | 0.00% | +503 | New |
| Smithfield Trust Co | 529 | $83.0K | 0.01% | +414+360.0% | Added |
| Advisors Asset Management, Inc. | 539 | $84.0K | 0.00% | −5−0.9% | Reduced |
| Bessemer Group Inc | 555 | $86.0K | 0.00% | −10−1.8% | Reduced |
| Captrust Financial Advisors | 583 | $91.0K | 0.00% | +33+6.0% | Added |
| Sentry Investment Management LLC | 624 | $97.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 680 | $106.0K | 0.00% | +5+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 677 | $106.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 767 | $119.0K | 0.03% | +328+74.7% | Added |
| Ameritas Investment Partners, Inc. | 863 | $135.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 890 | $139.0K | 0.02% | +12+1.4% | Added |
| Valley National Advisers Inc | 963 | $150.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 972 | $152.0K | 0.01% | −107−9.9% | Reduced |
| PGGM Investments | 1,131 | $177.0K | 0.00% | +1,131 | New |
| Agf Investments Inc. | 1,164 | $182.0K | 0.00% | +1,164 | New |
| O'Shaughnessy Asset Management, LLC | 1,256 | $196.0K | 0.00% | +219+21.1% | Added |
| Prelude Capital Management, LLC | 1,288 | $201.0K | 0.01% | +1,288 | New |
| Maven Securities LTD | 1,296 | $202.0K | 0.02% | +1,296 | New |
| US Bancorp | 1,315 | $205.0K | 0.00% | +99+8.1% | Added |
| Heartland Bank & Trust Co | 1,364 | $213.0K | 0.20% | −167−10.9% | Reduced |
| Hohimer Wealth Management, LLC | 1,386 | $216.0K | 0.04% | +1,386 | New |
| Redpoint Investment Management Pty Ltd | 1,390 | $217.0K | 0.02% | +1,390 | New |
| M&T Bank Corp | 1,439 | $225.0K | 0.00% | −433−23.1% | Reduced |
| Northwest Bancshares, Inc. | 1,448 | $226.0K | 0.05% | −27−1.8% | Reduced |
| Bridgefront Capital, LLC | 1,497 | $234.0K | 0.09% | +1,497 | New |
| Advisor Group Holdings, Inc. | 1,512 | $237.0K | 0.00% | −236−13.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,517 | $237.0K | 0.00% | −44−2.8% | Reduced |
| Frontier Wealth Management LLC | 1,525 | $238.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,559 | $243.0K | 0.01% | 00.0% | Unchanged |
| BP PLC | 1,565 | $244.0K | 0.01% | −891−36.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,576 | $246.0K | 0.03% | +59+3.9% | Added |
| Lazard Asset Management LLC | 1,585 | $247.0K | 0.00% | +140+9.7% | Added |
| MML Investors Services, LLC | 1,597 | $249.0K | 0.00% | −1,846−53.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,599 | $250.0K | 0.02% | −12,247−88.5% | Reduced |