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, Q4 2021
Institutional positions in Assurant, Inc. as of Dec 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
- 421
- +7 vs. Q3 2021
- Shares held
- 52.8M
- −1.48M (−2.7%) vs. Q3 2021
- Total value
- $8.22B
- −$334.7M (−3.9%) vs. Q3 2021
- New holders
- 60
- 128 more added
- Sold out
- 53
- 154 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Addison Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| KB Financial Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $155 | 0.00% | – | – |
| 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 |
| CoreCap Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $2.00K | 0.00% | +3+42.9% | Added |
| Huntington National Bank | 14 | $2.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Schubert & Co | 10 | $2.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 19 | $2.96K | 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 |
| First Horizon Advisors, Inc. | 24 | $4.00K | 0.00% | −24−50.0% | Reduced |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25 | $4.00K | 0.00% | +2+8.7% | Added |
| Cambridge Trust Co | 24 | $4.00K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 32 | $5.00K | 0.00% | +32 | New |
| Raleigh Capital Management Inc. | 32 | $5.00K | 0.01% | +32 | New |
| Parkside Financial Bank & Trust | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 50 | $7.00K | 0.00% | −50−50.0% | Reduced |
| BerganKDV Wealth Management, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 42 | $7.00K | 0.00% | +6+16.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 48 | $7.00K | 0.00% | +24+100.0% | Added |
| Brown Brothers Harriman & Co | 48 | $7.00K | 0.00% | +39+433.3% | Added |
| Covestor Ltd | 47 | $7.00K | 0.01% | +47 | New |
| FinTrust Capital Advisors, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 55 | $9.00K | 0.01% | +55 | New |
| West Paces Advisors Inc. | 62 | $9.66K | 0.00% | −40−39.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 65 | $10.0K | 0.00% | −1−1.5% | Reduced |
| Zions Bancorporation, N.A. | 63 | $10.0K | 0.00% | +35+125.0% | Added |
| Hudock, Inc. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 71 | $11.0K | 0.00% | +6+9.2% | Added |
| Gemmer Asset Management LLC | 93 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 103 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $19.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 122 | $19.0K | 0.00% | +79+183.7% | Added |
| TD Private Client Wealth LLC | 128 | $19.9K | 0.00% | −2−1.5% | Reduced |
| CWM, LLC | 143 | $22.0K | 0.00% | +143 | New |
| Concord Wealth Partners | 146 | $23.0K | 0.01% | +21+16.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 160 | $25.0K | 0.00% | +45+39.1% | Added |
| Northwestern Mutual Wealth Management Co | 166 | $26.0K | 0.00% | −71−30.0% | Reduced |
| Laurel Wealth Advisors LLC | 181 | $28.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 229 | $36.0K | 0.00% | −592−72.1% | Reduced |
| Old North State Trust, LLC | 291 | $45.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 320 | $50.0K | 0.00% | +296+1,233.3% | Added |
| Acadian Asset Management LLC | 337 | $52.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 340 | $54.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 352 | $55.0K | 0.01% | +352 | New |
| Steward Partners Investment Advisory, LLC | 370 | $58.0K | 0.00% | −5−1.3% | Reduced |
| Life Planning Partners, Inc | 370 | $58.0K | 0.06% | +370 | New |
| Gradient Investments LLC | 379 | $59.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 379 | $59.0K | 0.01% | +21+5.9% | Added |
| Hexagon Capital Partners LLC | 399 | $62.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 406 | $63.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 423 | $66.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 424 | $66.0K | 0.02% | +39+10.1% | Added |
| Koshinski Asset Management, Inc. | 460 | $71.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 495 | $76.0K | 0.00% | −23−4.4% | Reduced |
| Sentry Investment Management LLC | 544 | $85.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 642 | $100.0K | 0.00% | −49−7.1% | Reduced |
| Vestcor Inc | 726 | $113.0K | 0.00% | −169−18.9% | Reduced |
| Ameritas Investment Partners, Inc. | 747 | $116.0K | 0.00% | −116−13.4% | Reduced |
| SOA Wealth Advisors, LLC. | 766 | $118.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 782 | $122.0K | 0.01% | −111−12.4% | Reduced |
| Captrust Financial Advisors | 845 | $132.0K | 0.00% | +203+31.6% | Added |
| Valley National Advisers Inc | 963 | $150.0K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,000 | $156.0K | 0.13% | +1,000 | New |
| Rockefeller Capital Management L.P. | 1,077 | $167.0K | 0.00% | −1,220−53.1% | Reduced |
| US Bancorp | 1,199 | $186.0K | 0.00% | −90−7.0% | Reduced |
| Paragon Capital Management Ltd | 1,289 | $201.0K | 0.03% | −15−1.2% | Reduced |
| Balentine LLC | 1,297 | $202.0K | 0.01% | −237−15.4% | Reduced |
| Forum Financial Management, LP | 1,334 | $208.0K | 0.01% | +1,334 | New |
| Dark Forest Capital Management LP | 1,340 | $209.0K | 0.08% | +1,340 | New |
| Cigna Investments Inc | 1,352 | $211.0K | 0.02% | −460−25.4% | Reduced |
| Allianz Asset Management GmbH | 1,371 | $214.0K | 0.00% | 00.0% | Unchanged |
| 6 Meridian | 1,371 | $214.0K | 0.02% | +10+0.7% | Added |
| National Wealth Management Group, LLC | 1,382 | $215.3K | 0.20% | +1,382 | New |
| Redpoint Investment Management Pty Ltd | 1,390 | $217.0K | 0.02% | 00.0% | Unchanged |
| Prana Capital Management, LP | 1,426 | $222.0K | 0.02% | +1,426 | New |
| M&T Bank Corp | 1,436 | $224.0K | 0.00% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1,480 | $231.0K | 0.13% | +1,480 | New |