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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 1,750 | $273.0K | 0.05% | −50−2.8% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 1,740 | $272.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 1,729 | $270.0K | 0.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,723 | $269.0K | 0.02% | −302−14.9% | Reduced |
| Veritable, L.P. | 1,677 | $262.0K | 0.00% | +12+0.7% | Added |
| World Asset Management Inc | 1,655 | $258.0K | 0.02% | −27−1.6% | Reduced |
| Barings LLC | 1,623 | $253.0K | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 1,623 | $253.0K | 0.00% | +440+37.2% | Added |
| DuPont Capital Management Corp | 1,619 | $253.0K | 0.01% | +524+47.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,599 | $250.0K | 0.02% | −12,247−88.5% | Reduced |
| MML Investors Services, LLC | 1,597 | $249.0K | 0.00% | −1,846−53.6% | Reduced |
| Lazard Asset Management LLC | 1,585 | $247.0K | 0.00% | +140+9.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,576 | $246.0K | 0.03% | +59+3.9% | Added |
| BP PLC | 1,565 | $244.0K | 0.01% | −891−36.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,559 | $243.0K | 0.01% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,525 | $238.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Bridgefront Capital, LLC | 1,497 | $234.0K | 0.09% | +1,497 | New |
| Northwest Bancshares, Inc. | 1,448 | $226.0K | 0.05% | −27−1.8% | Reduced |
| M&T Bank Corp | 1,439 | $225.0K | 0.00% | −433−23.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,390 | $217.0K | 0.02% | +1,390 | New |
| Hohimer Wealth Management, LLC | 1,386 | $216.0K | 0.04% | +1,386 | New |
| Heartland Bank & Trust Co | 1,364 | $213.0K | 0.20% | −167−10.9% | Reduced |
| US Bancorp | 1,315 | $205.0K | 0.00% | +99+8.1% | Added |
| Maven Securities LTD | 1,296 | $202.0K | 0.02% | +1,296 | New |
| Prelude Capital Management, LLC | 1,288 | $201.0K | 0.01% | +1,288 | New |
| O'Shaughnessy Asset Management, LLC | 1,256 | $196.0K | 0.00% | +219+21.1% | Added |
| Agf Investments Inc. | 1,164 | $182.0K | 0.00% | +1,164 | New |
| PGGM Investments | 1,131 | $177.0K | 0.00% | +1,131 | New |
| Vestcor Inc | 972 | $152.0K | 0.01% | −107−9.9% | Reduced |
| Valley National Advisers Inc | 963 | $150.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 890 | $139.0K | 0.02% | +12+1.4% | Added |
| Ameritas Investment Partners, Inc. | 863 | $135.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 767 | $119.0K | 0.03% | +328+74.7% | Added |
| Fifth Third Bancorp | 680 | $106.0K | 0.00% | +5+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 677 | $106.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 624 | $97.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 583 | $91.0K | 0.00% | +33+6.0% | Added |
| Bessemer Group Inc | 555 | $86.0K | 0.00% | −10−1.8% | Reduced |
| Advisors Asset Management, Inc. | 539 | $84.0K | 0.00% | −5−0.9% | Reduced |
| Smithfield Trust Co | 529 | $83.0K | 0.01% | +414+360.0% | Added |
| Advisory Services Network, LLC | 503 | $78.0K | 0.00% | +503 | New |
| GPS Wealth Strategies Group, LLC | 423 | $66.0K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 420 | $66.0K | 0.01% | +420 | New |
| Federation des caisses Desjardins du Quebec | 395 | $61.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $60.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $59.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 371 | $58.0K | 0.00% | +16+4.5% | Added |
| Trustcore Financial Services, LLC | 352 | $55.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $53.0K | 0.00% | −20−5.6% | Reduced |
| Hexagon Capital Partners LLC | 334 | $52.0K | 0.01% | +13+4.0% | Added |
| Old North State Trust, LLC | 291 | $45.0K | 0.03% | −17−5.5% | Reduced |
| Central Trust Co | 200 | $31.0K | 0.00% | 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 |
| Laurel Wealth Advisors LLC | 181 | $28.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 168 | $26.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 147 | $23.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 146 | $23.0K | 0.01% | +18+14.1% | Added |
| TD Private Client Wealth LLC | 122 | $19.1K | 0.00% | +2+1.7% | Added |
| Berman Capital Advisors, LLC | 120 | $18.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 116 | $18.0K | 0.00% | +22+23.4% | Added |
| IFP Advisors, Inc | 116 | $17.0K | 0.00% | −320−73.4% | Reduced |
| Gemmer Asset Management LLC | 93 | $15.0K | 0.00% | +54+138.5% | Added |
| Parallel Advisors, LLC | 83 | $13.0K | 0.00% | +21+33.9% | Added |
| Loomis Sayles & Co L P | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 80 | $12.0K | 0.01% | +80 | New |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 67 | $10.0K | 0.00% | −752−91.8% | Reduced |
| FinTrust Capital Advisors, LLC | 52 | $8.00K | 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 |
| West Paces Advisors Inc. | 40 | $6.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 19 | $2.97K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| 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 |