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, Q3 2021
Institutional positions in Assurant, Inc. as of Sep 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
- 421
- +17 vs. Q2 2021
- Shares held
- 54.3M
- −2.64M (−4.6%) vs. Q2 2021
- Total value
- $8.56B
- −$325.2M (−3.7%) vs. Q2 2021
- New holders
- 49
- 122 more added
- Sold out
- 32
- 172 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 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 | – | $157 | 0.00% | – | – |
| Brown Brothers Harriman & Co | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 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 |
| Manchester Capital Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $1.00K | 0.00% | +7 | New |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 14 | $2.00K | 0.00% | −7−33.3% | Reduced |
| Massmutual Trust Co FSB | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $2.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 17 | $2.68K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $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 |
| 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 |
| Zions Bancorporation, N.A. | 28 | $4.00K | 0.00% | +5+21.7% | Added |
| 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 |
| Capstone Investment Advisors, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 29 | $5.00K | 0.00% | +10+52.6% | Added |
| Meridian Wealth Partners, LLC | 33 | $5.00K | 0.00% | +33 | New |
| Kowal Investment Group, LLC | 31 | $5.00K | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 39 | $6.00K | 0.00% | +1+2.6% | Added |
| Proequities, Inc. | 36 | $6.00K | 0.00% | +17+89.5% | Added |
| NEXT Financial Group, Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $7.00K | 0.00% | +11+29.7% | Added |
| FinTrust Capital Advisors, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 56 | $9.00K | 0.00% | −18−24.3% | Reduced |
| Parallel Advisors, LLC | 65 | $10.0K | 0.00% | −18−21.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 66 | $10.0K | 0.00% | −1−1.5% | Reduced |
| Hudock, Inc. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $15.0K | 0.00% | −95−48.7% | Reduced |
| Gemmer Asset Management LLC | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 103 | $16.0K | 0.00% | +33+47.1% | Added |
| Red Tortoise LLC | 113 | $16.0K | 0.01% | +113 | New |
| West Paces Advisors Inc. | 102 | $16.1K | 0.01% | +62+155.0% | Added |
| Allworth Financial LP | 122 | $19.0K | 0.00% | −25−17.0% | Reduced |
| Berman Capital Advisors, LLC | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 120 | $19.0K | 0.00% | +4+3.4% | Added |
| IFP Advisors, Inc | 115 | $19.0K | 0.00% | −1−0.9% | Reduced |
| Concord Wealth Partners | 125 | $20.0K | 0.01% | −21−14.4% | Reduced |
| TD Private Client Wealth LLC | 130 | $20.5K | 0.00% | +8+6.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 202 | $32.0K | 0.00% | −2,160−91.4% | Reduced |
| Central Trust Co | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 237 | $38.0K | 0.00% | +49+26.1% | Added |
| Old North State Trust, LLC | 291 | $46.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $53.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 340 | $54.0K | 0.00% | +340 | New |
| Trustcore Financial Services, LLC | 352 | $56.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 358 | $56.0K | 0.01% | +358 | New |
| Steward Partners Investment Advisory, LLC | 375 | $59.0K | 0.00% | +4+1.1% | Added |
| Gradient Investments LLC | 379 | $60.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $61.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 399 | $63.0K | 0.02% | +65+19.5% | Added |
| Federation des caisses Desjardins du Quebec | 406 | $64.0K | 0.00% | +11+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $67.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 460 | $72.6K | 0.01% | +460 | New |
| Smithfield Trust Co | 518 | $82.0K | 0.01% | −11−2.1% | Reduced |
| Advisors Asset Management, Inc. | 535 | $84.0K | 0.00% | −4−0.7% | Reduced |
| Sentry Investment Management LLC | 544 | $86.0K | 0.03% | −80−12.8% | Reduced |
| Bessemer Group Inc | 587 | $93.0K | 0.00% | +32+5.8% | Added |
| Captrust Financial Advisors | 642 | $101.0K | 0.00% | +59+10.1% | Added |
| Fifth Third Bancorp | 691 | $109.0K | 0.00% | +11+1.6% | Added |
| Pinebridge Investments, L.P. | 746 | $118.0K | 0.00% | +746 | New |
| SOA Wealth Advisors, LLC. | 766 | $120.0K | 0.03% | −1−0.1% | Reduced |
| DuPont Capital Management Corp | 821 | $130.0K | 0.00% | −798−49.3% | Reduced |
| Ameritas Investment Partners, Inc. | 863 | $136.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 895 | $141.0K | 0.01% | −77−7.9% | Reduced |
| Quadrant Capital Group LLC | 893 | $141.0K | 0.02% | +3+0.3% | Added |
| Valley National Advisers Inc | 963 | $152.0K | 0.03% | 00.0% | Unchanged |
| Agf Investments Inc. | 1,200 | $189.0K | 0.00% | +36+3.1% | Added |
| Qtron Investments LLC | 1,296 | $204.0K | 0.05% | −853−39.7% | Reduced |
| US Bancorp | 1,289 | $204.0K | 0.00% | −26−2.0% | Reduced |
| Northwest Bancshares, Inc. | 1,298 | $205.0K | 0.05% | −150−10.4% | Reduced |
| Paragon Capital Management Ltd | 1,304 | $206.0K | 0.04% | +1,304 | New |
| HighTower Advisors, LLC | 1,336 | $211.0K | 0.00% | +1,336 | New |
| 6 Meridian | 1,361 | $215.0K | 0.02% | +1,361 | New |
| Allianz Asset Management GmbH | 1,371 | $216.0K | 0.00% | −1,135−45.3% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,390 | $219.0K | 0.02% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,386 | $219.0K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,398 | $221.0K | 0.00% | +142+11.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,441 | $227.0K | 0.00% | −5,167−78.2% | Reduced |
| M&T Bank Corp | 1,436 | $227.0K | 0.00% | −3−0.2% | Reduced |
| Rehmann Capital Advisory Group | 1,335 | $232.5K | 0.02% | −5,857−81.4% | Reduced |
| Creative Planning | 1,505 | $237.0K | 0.00% | −613−28.9% | Reduced |
| Wealthfront Advisers LLC | 1,503 | $237.0K | 0.00% | +1,503 | New |
| Cambridge Investment Research Advisors, Inc. | 1,508 | $238.0K | 0.00% | −263−14.9% | Reduced |