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 |
|---|---|---|---|---|---|
| Ifrah Financial Services, Inc. | 1,945 | $303.0K | 0.08% | −3−0.2% | Reduced |
| Ci Investments Inc. | 1,939 | $302.0K | 0.00% | −405−17.3% | Reduced |
| Norinchukin Bank, The | 1,908 | $297.0K | 0.00% | −87−4.4% | Reduced |
| Arrow Investment Advisors, LLC | 1,854 | $289.0K | 0.20% | +247+15.4% | Added |
| Advisor Partners LLC | 1,814 | $283.0K | 0.02% | −175−8.8% | Reduced |
| Thomas White International Ltd | 1,810 | $282.0K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,795 | $280.0K | 0.01% | −1,018−36.2% | Reduced |
| Franklin Resources Inc | 1,790 | $279.0K | 0.00% | −159−8.2% | Reduced |
| Erste Asset Management GmbH | 1,700 | $263.0K | 0.00% | −700−29.2% | Reduced |
| Veritable, L.P. | 1,677 | $261.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,679 | $260.0K | 0.00% | −544−24.5% | Reduced |
| Marshall Wace, LLP | 1,668 | $260.0K | 0.00% | +1,668 | New |
| Mercer Global Advisors Inc | 1,613 | $251.0K | 0.00% | +1,613 | New |
| SOL Capital Management CO | 1,605 | $250.0K | 0.05% | −95−5.6% | Reduced |
| Arcadia Investment Management Corp | 1,602 | $250.0K | 0.04% | +1,602 | New |
| Allen Investment Management LLC | 1,573 | $245.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,559 | $243.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 1,562 | $242.0K | 0.00% | +1,562 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,530 | $238.0K | 0.02% | −51−3.2% | Reduced |
| Frontier Wealth Management LLC | 1,525 | $238.0K | 0.02% | 00.0% | Unchanged |
| Davis R M Inc | 1,511 | $236.0K | 0.01% | −917−37.8% | Reduced |
| SC&H Financial Advisors, Inc. | 1,480 | $231.0K | 0.13% | +1,480 | New |
| M&T Bank Corp | 1,436 | $224.0K | 0.00% | 00.0% | Unchanged |
| Prana Capital Management, LP | 1,426 | $222.0K | 0.02% | +1,426 | New |
| Redpoint Investment Management Pty Ltd | 1,390 | $217.0K | 0.02% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,382 | $215.3K | 0.20% | +1,382 | New |
| 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 |
| Cigna Investments Inc | 1,352 | $211.0K | 0.02% | −460−25.4% | Reduced |
| Dark Forest Capital Management LP | 1,340 | $209.0K | 0.08% | +1,340 | New |
| Forum Financial Management, LP | 1,334 | $208.0K | 0.01% | +1,334 | New |
| Balentine LLC | 1,297 | $202.0K | 0.01% | −237−15.4% | Reduced |
| Paragon Capital Management Ltd | 1,289 | $201.0K | 0.03% | −15−1.2% | Reduced |
| US Bancorp | 1,199 | $186.0K | 0.00% | −90−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,077 | $167.0K | 0.00% | −1,220−53.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,000 | $156.0K | 0.13% | +1,000 | New |
| Valley National Advisers Inc | 963 | $150.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 845 | $132.0K | 0.00% | +203+31.6% | Added |
| Quadrant Capital Group LLC | 782 | $122.0K | 0.01% | −111−12.4% | Reduced |
| SOA Wealth Advisors, LLC. | 766 | $118.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 747 | $116.0K | 0.00% | −116−13.4% | Reduced |
| Vestcor Inc | 726 | $113.0K | 0.00% | −169−18.9% | Reduced |
| Fifth Third Bancorp | 642 | $100.0K | 0.00% | −49−7.1% | Reduced |
| Sentry Investment Management LLC | 544 | $85.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 495 | $76.0K | 0.00% | −23−4.4% | Reduced |
| Koshinski Asset Management, Inc. | 460 | $71.7K | 0.01% | 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 |
| Federation des caisses Desjardins du Quebec | 406 | $63.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 399 | $62.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $59.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 379 | $59.0K | 0.01% | +21+5.9% | Added |
| 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 |
| Quent Capital, LLC | 352 | $55.0K | 0.01% | +352 | New |
| Optiver Holding B.V. | 340 | $54.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $52.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 320 | $50.0K | 0.00% | +296+1,233.3% | Added |
| Old North State Trust, LLC | 291 | $45.0K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 229 | $36.0K | 0.00% | −592−72.1% | Reduced |
| Central Trust Co | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $28.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 166 | $26.0K | 0.00% | −71−30.0% | Reduced |
| 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 |
| Concord Wealth Partners | 146 | $23.0K | 0.01% | +21+16.8% | Added |
| CWM, LLC | 143 | $22.0K | 0.00% | +143 | New |
| TD Private Client Wealth LLC | 128 | $19.9K | 0.00% | −2−1.5% | Reduced |
| Allworth Financial LP | 122 | $19.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 122 | $19.0K | 0.00% | +79+183.7% | Added |
| TCI Wealth Advisors, Inc. | 103 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 93 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 71 | $11.0K | 0.00% | +6+9.2% | Added |
| 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 |
| West Paces Advisors Inc. | 62 | $9.66K | 0.00% | −40−39.2% | Reduced |
| Loomis Sayles & Co L P | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 55 | $9.00K | 0.01% | +55 | New |
| FinTrust Capital Advisors, LLC | 52 | $8.00K | 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 |
| Parkside Financial Bank & Trust | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |