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, Q1 2022
Institutional positions in Assurant, Inc. as of Mar 31, 2022. 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
- 428
- +12 vs. Q4 2021
- Shares held
- 51.0M
- −1.73M (−3.3%) vs. Q4 2021
- Total value
- $9.28B
- +$1.06B (+12.8%) vs. Q4 2021
- New holders
- 58
- 141 more added
- Sold out
- 46
- 149 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $181 | 0.00% | – | – |
| 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 | 5 | $1.00K | 0.00% | +5 | New |
| Alaska Permanent Fund Corp | 5 | $1.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $2.00K | 0.00% | +3+30.0% | Added |
| Disciplined Investments, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $3.00K | 0.00% | +4+33.3% | Added |
| Ellevest, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 17 | $3.09K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 20 | $4.00K | 0.00% | −4−16.7% | Reduced |
| First Horizon Advisors, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $4.00K | 0.00% | −2−8.0% | Reduced |
| Westside Investment Management, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 24 | $4.00K | 0.00% | +24 | New |
| Cordant, Inc. | 24 | $4.00K | 0.00% | +24 | New |
| American Portfolios Advisors | 25 | $4.55K | 0.00% | +6+31.6% | Added |
| Farmers & Merchants Investments Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 29 | $5.00K | 0.00% | −3−9.4% | Reduced |
| Earnest Partners LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $7.00K | 0.00% | +25+166.7% | Added |
| Dark Forest Capital Management LP | 44 | $8.00K | 0.00% | −1,296−96.7% | Reduced |
| FinTrust Capital Advisors, LLC | 43 | $8.00K | 0.00% | −9−17.3% | Reduced |
| Atticus Wealth Management, LLC | 44 | $8.00K | 0.00% | +44 | New |
| Brown Brothers Harriman & Co | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 58 | $11.0K | 0.00% | −5−7.9% | Reduced |
| West Paces Advisors Inc. | 62 | $11.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 66 | $12.0K | 0.00% | +10+17.9% | Added |
| Proequities, Inc. | 65 | $12.0K | 0.00% | +23+54.8% | Added |
| Hudock, Inc. | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 93 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 102 | $19.0K | 0.00% | −1−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 114 | $21.0K | 0.00% | −52−31.3% | Reduced |
| Allworth Financial LP | 122 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 135 | $24.5K | 0.00% | +7+5.5% | Added |
| TCWP LLC | 150 | $27.0K | 0.00% | −29,877−99.5% | Reduced |
| Concord Wealth Partners | 146 | $27.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 150 | $27.0K | 0.00% | +7+4.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 160 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 177 | $31.0K | 0.01% | +138+353.8% | Added |
| Laurel Wealth Advisors LLC | 181 | $33.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 211 | $38.0K | 0.00% | +140+197.2% | Added |
| IFP Advisors, Inc | 393 | $42.0K | 0.00% | +233+145.6% | Added |
| Covestor Ltd | 260 | $47.0K | 0.03% | +213+453.2% | Added |
| Acadian Asset Management LLC | 337 | $61.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 370 | $67.0K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $69.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $70.0K | 0.02% | −39−9.2% | Reduced |
| Hexagon Capital Partners LLC | 388 | $71.0K | 0.02% | −11−2.8% | Reduced |
| DuPont Capital Management Corp | 409 | $74.0K | 0.00% | +180+78.6% | Added |
| Quent Capital, LLC | 420 | $76.0K | 0.01% | +68+19.3% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $77.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 422 | $77.0K | 0.02% | +422 | New |
| Steward Partners Investment Advisory, LLC | 447 | $81.0K | 0.00% | +77+20.8% | Added |
| Koshinski Asset Management, Inc. | 460 | $83.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 466 | $85.0K | 0.03% | −78−14.3% | Reduced |
| Smithfield Trust Co | 495 | $90.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 540 | $98.0K | 0.02% | +161+42.5% | Added |
| Fifth Third Bancorp | 695 | $126.0K | 0.00% | +53+8.3% | Added |
| Evermay Wealth Management LLC | 723 | $131.0K | 0.02% | +723 | New |
| Ameritas Investment Partners, Inc. | 747 | $136.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 753 | $136.9K | 0.00% | +347+85.5% | Added |
| SOA Wealth Advisors, LLC. | 766 | $139.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 781 | $142.0K | 0.02% | −1−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 789 | $143.0K | 0.00% | +469+146.6% | Added |
| Vestcor Inc | 903 | $164.0K | 0.01% | +177+24.4% | Added |
| Valley National Advisers Inc | 963 | $175.0K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,000 | $182.0K | 0.15% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,100 | $200.0K | 0.00% | −41,691−97.4% | Reduced |
| Mather Group, LLC. | 1,102 | $200.0K | 0.00% | +1,102 | New |
| Cambridge Investment Research Advisors, Inc. | 1,124 | $204.0K | 0.00% | −2,817−71.5% | Reduced |
| Empirical Finance, LLC | 1,122 | $204.0K | 0.02% | +1,122 | New |
| LPL Financial LLC | 1,159 | $211.0K | 0.00% | +1,159 | New |
| HighTower Advisors, LLC | 1,163 | $211.0K | 0.00% | +1,163 | New |
| US Bancorp | 1,205 | $219.0K | 0.00% | +6+0.5% | Added |
| Northwest Bancshares, Inc. | 1,212 | $220.0K | 0.04% | +1,212 | New |
| M&T Bank Corp | 1,213 | $221.0K | 0.00% | −223−15.5% | Reduced |
| Kestra Advisory Services, LLC | 1,230 | $224.0K | 0.00% | −5,102−80.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,240 | $227.0K | 0.01% | −319−20.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,257 | $229.0K | 0.00% | +1,257 | New |