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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.

Institutional holdersQ4 2021: 421 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ4 2021: $8.22B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2021.

Institutions holding AIZ in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp431,342$67.2M0.01%−37,101−7.9%Reduced
California Public Employees Retirement System443,898$69.2M0.05%−12,295−2.7%Reduced
AQR Capital Management LLC497,921$77.3M0.14%+9,057+1.9%Added
Janus Henderson Group PLC513,382$80.0M0.03%+205,268+66.6%Added
Norges Bank612,503$95.5M0.02%−19,048−3.0%Reduced
Neuberger Berman Group LLC629,859$97.8M0.08%−34,831−5.2%Reduced
Northern Trust Corp640,032$99.8M0.02%−45,523−6.6%Reduced
Schroder Investment Management Group919,796$143.4M0.19%+80,512+9.6%Added
Lyrical Asset Management LP973,833$151.8M2.04%−106,152−9.8%Reduced
Dimensional Fund Advisors LP978,713$152.5M0.05%−16,419−1.6%Reduced
Invesco Ltd.1,056,233$164.6M0.04%+23,820+2.3%Added
Geode Capital Management, LLC1,123,985$174.7M0.02%+4,524+0.4%Added
Massachusetts Financial Services Co1,158,080$180.5M0.05%+28,278+2.5%Added
Viking Global Investors LPSuperinvestorViking Global Investors1,723,771$268.7M0.77%−94,062−5.2%Reduced
Bank of New York Mellon Corp1,961,390$305.7M0.06%−238,863−10.9%Reduced
Wellington Management Group LLP2,145,983$334.5M0.05%−18,566−0.9%Reduced
State Street Corp3,095,971$482.5M0.02%+28,862+0.9%Added
FMR LLC3,367,476$524.9M0.04%−313,022−8.5%Reduced
BlackRock Inc.5,058,940$788.5M0.02%−246,495−4.6%Reduced
Price T Rowe Associates Inc6,144,501$957.7M0.09%−60,146−1.0%Reduced
Vanguard Group Inc6,864,464$1.07B0.02%−145,554−2.1%Reduced
Adage Capital Partners GP, L.L.C.0$00.00%−435,040−100.0%Sold out
Causeway Capital Management LLC0$00.00%−222,757−100.0%Sold out
Cramer Rosenthal McGlynn LLC0$00.00%−152,738−100.0%Sold out
Barrow Hanley Mewhinney & Strauss LLC0$00.00%−138,502−100.0%Sold out
Gillson Capital LP0$00.00%−101,097−100.0%Sold out
Strycker View Capital LLC0$00.00%−60,900−100.0%Sold out
M&G Investment Management Ltd0$00.00%−54,768−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−40,900−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−35,000−100.0%Sold out
Assetmark, Inc0$00.00%−22,526−100.0%Sold out
Roubaix Capital, LLC0$00.00%−21,552−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−16,914−100.0%Sold out
Full18 Capital LLC0$00.00%−14,228−100.0%Sold out
Crestline Management, LP0$00.00%−9,479−100.0%Sold out
Boston Private Wealth LLC0$00.00%−7,102−100.0%Sold out
Twin Tree Management, LP0$00.00%−4,654−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−4,572−100.0%Sold out
Tobias Financial Advisors, Inc.0$00.00%−4,280−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,642−100.0%Sold out
Wolverine Trading, LLC0$00.00%−3,429−100.0%Sold out
Cetera Advisors LLC0$00.00%−3,340−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−3,300−100.0%Sold out
Bellecapital International Ltd.0$00.00%−3,071−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−3,005−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−2,967−100.0%Sold out
Pearl River Capital, LLC0$00.00%−2,948−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−2,898−100.0%Sold out
Citizens Business Bank0$00.00%−2,590−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−2,487−100.0%Sold out
Nomura Holdings Inc0$00.00%−2,445−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−2,400−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,276−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,975−100.0%Sold out
NN Investment Partners Holdings N.V.0$00.00%−1,750−100.0%Sold out
IBM Retirement Fund0$00.00%−1,743−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,670−100.0%Sold out
Creative Planning0$00.00%−1,505−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−1,503−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−1,335−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−1,398−100.0%Sold out
Hohimer Wealth Management, LLC0$00.00%−1,386−100.0%Sold out
HighTower Advisors, LLC0$00.00%−1,336−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−1,298−100.0%Sold out
Qtron Investments LLC0$00.00%−1,296−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−535−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−352−100.0%Sold out
CX Institutional0$00.00%−120−100.0%Sold out
Red Tortoise LLC0$00.00%−113−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−33−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−31−100.0%Sold out
Resolute Partners Group0$00.00%−17−100.0%Sold out
Manchester Capital Management LLC0$00.00%−6−100.0%Sold out
MCF Advisors LLC0$00.00%−4−100.0%Sold out
Swaine & Leidel Wealth Services, LLC––––Not filed
Optimal Asset Management, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
World Asset Management Inc––––Not filed
First Mercantile Trust Co––––Not filed
Berman Capital Advisors, LLC––––Not filed
BBVA USA––––Not filed