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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 1,949 | $307.0K | 0.00% | +92+5.0% | Added |
| Commonwealth Equity Services, LLC | 1,905 | $300.0K | 0.00% | −30−1.6% | Reduced |
| Thomas White International Ltd | 1,810 | $286.0K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,812 | $285.0K | 0.02% | −100−5.2% | Reduced |
| NN Investment Partners Holdings N.V. | 1,750 | $276.0K | 0.00% | +127+7.8% | Added |
| IBM Retirement Fund | 1,743 | $275.0K | 0.02% | +20+1.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 1,740 | $274.0K | 0.00% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,700 | $268.0K | 0.05% | −50−2.9% | Reduced |
| Veritable, L.P. | 1,677 | $265.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,678 | $264.0K | 0.00% | +166+11.0% | Added |
| Lazard Asset Management LLC | 1,673 | $263.0K | 0.00% | +88+5.6% | Added |
| Fox Run Management, L.L.C. | 1,670 | $263.0K | 0.17% | +1,670 | New |
| Barings LLC | 1,623 | $256.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,611 | $254.0K | 0.00% | +14+0.9% | Added |
| Arrow Investment Advisors, LLC | 1,607 | $254.0K | 0.17% | +1,607 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,581 | $249.0K | 0.03% | +5+0.3% | Added |
| Allen Investment Management LLC | 1,573 | $248.0K | 0.00% | +1,573 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,559 | $246.0K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 1,534 | $242.0K | 0.01% | +1,534 | New |
| Frontier Wealth Management LLC | 1,525 | $241.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,508 | $238.0K | 0.00% | −263−14.9% | Reduced |
| World Asset Management Inc | 1,507 | $238.0K | 0.02% | −148−8.9% | 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 |
| Rehmann Capital Advisory Group | 1,335 | $232.5K | 0.02% | −5,857−81.4% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 1,398 | $221.0K | 0.00% | +142+11.3% | Added |
| 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 |
| Allianz Asset Management GmbH | 1,371 | $216.0K | 0.00% | −1,135−45.3% | Reduced |
| 6 Meridian | 1,361 | $215.0K | 0.02% | +1,361 | New |
| HighTower Advisors, LLC | 1,336 | $211.0K | 0.00% | +1,336 | New |
| Paragon Capital Management Ltd | 1,304 | $206.0K | 0.04% | +1,304 | New |
| Northwest Bancshares, Inc. | 1,298 | $205.0K | 0.05% | −150−10.4% | Reduced |
| 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 |
| Agf Investments Inc. | 1,200 | $189.0K | 0.00% | +36+3.1% | Added |
| Valley National Advisers Inc | 963 | $152.0K | 0.03% | 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 |
| Ameritas Investment Partners, Inc. | 863 | $136.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 821 | $130.0K | 0.00% | −798−49.3% | Reduced |
| SOA Wealth Advisors, LLC. | 766 | $120.0K | 0.03% | −1−0.1% | Reduced |
| Pinebridge Investments, L.P. | 746 | $118.0K | 0.00% | +746 | New |
| Fifth Third Bancorp | 691 | $109.0K | 0.00% | +11+1.6% | Added |
| Captrust Financial Advisors | 642 | $101.0K | 0.00% | +59+10.1% | Added |
| Bessemer Group Inc | 587 | $93.0K | 0.00% | +32+5.8% | Added |
| Sentry Investment Management LLC | 544 | $86.0K | 0.03% | −80−12.8% | Reduced |
| Advisors Asset Management, Inc. | 535 | $84.0K | 0.00% | −4−0.7% | Reduced |
| Smithfield Trust Co | 518 | $82.0K | 0.01% | −11−2.1% | Reduced |
| Koshinski Asset Management, Inc. | 460 | $72.6K | 0.01% | +460 | New |
| GPS Wealth Strategies Group, LLC | 423 | $67.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 406 | $64.0K | 0.00% | +11+2.8% | Added |
| Hexagon Capital Partners LLC | 399 | $63.0K | 0.02% | +65+19.5% | Added |
| Arlington Partners LLC | 385 | $61.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $60.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 375 | $59.0K | 0.00% | +4+1.1% | Added |
| Trustcore Financial Services, LLC | 352 | $56.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 358 | $56.0K | 0.01% | +358 | New |
| Optiver Holding B.V. | 340 | $54.0K | 0.00% | +340 | New |
| Acadian Asset Management LLC | 337 | $53.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 291 | $46.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 237 | $38.0K | 0.00% | +49+26.1% | Added |
| 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 |
| Laurel Wealth Advisors LLC | 181 | $29.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 130 | $20.5K | 0.00% | +8+6.6% | Added |
| Concord Wealth Partners | 125 | $20.0K | 0.01% | −21−14.4% | Reduced |
| 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 |
| West Paces Advisors Inc. | 102 | $16.1K | 0.01% | +62+155.0% | Added |
| TCI Wealth Advisors, Inc. | 103 | $16.0K | 0.00% | +33+47.1% | Added |
| Red Tortoise LLC | 113 | $16.0K | 0.01% | +113 | New |
| Simplex Trading, LLC | 100 | $15.0K | 0.00% | −95−48.7% | Reduced |
| Gemmer Asset Management LLC | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Loomis Sayles & Co L P | 56 | $9.00K | 0.00% | −18−24.3% | Reduced |
| FinTrust Capital Advisors, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 39 | $6.00K | 0.00% | +1+2.6% | Added |
| Proequities, Inc. | 36 | $6.00K | 0.00% | +17+89.5% | Added |
| 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 |
| 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 |
| Evoke Wealth, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |