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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,648 | $300.0K | 0.00% | −291−15.0% | Reduced |
| Franklin Resources Inc | 1,622 | $295.0K | 0.00% | −168−9.4% | Reduced |
| Graham Capital Management, L.P. | 1,613 | $293.0K | 0.01% | +1,613 | New |
| SOL Capital Management CO | 1,605 | $292.0K | 0.05% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,604 | $291.0K | 0.15% | −2,046−56.1% | Reduced |
| Mercer Global Advisors Inc | 1,603 | $291.0K | 0.00% | −10−0.6% | Reduced |
| Qtron Investments LLC | 1,582 | $288.0K | 0.06% | +1,582 | New |
| Allen Investment Management LLC | 1,573 | $286.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,567 | $285.0K | 0.04% | +1,567 | New |
| B. Metzler seel. Sohn & Co. AG | 1,562 | $284.0K | 0.00% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,525 | $284.0K | 0.00% | 00.0% | Unchanged |
| Davis R M Inc | 1,511 | $275.0K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 1,509 | $274.0K | 0.01% | +1,509 | New |
| Bridgefront Capital, LLC | 1,507 | $274.0K | 0.34% | +1,507 | New |
| SC&H Financial Advisors, Inc. | 1,480 | $269.0K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,447 | $263.0K | 0.00% | +1,447 | New |
| Two Sigma Securities, LLC | 1,447 | $263.0K | 0.04% | +1,447 | New |
| ETF Managers Group, LLC | 1,439 | $262.0K | 0.01% | +1,439 | New |
| Captrust Financial Advisors | 1,419 | $258.0K | 0.00% | +574+67.9% | Added |
| Redpoint Investment Management Pty Ltd | 1,390 | $253.0K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,373 | $252.0K | 0.00% | −10,060−88.0% | Reduced |
| Arrow Investment Advisors, LLC | 1,359 | $248.0K | 0.18% | −495−26.7% | Reduced |
| Boston Private Wealth LLC | 1,346 | $245.0K | 0.00% | +1,346 | New |
| Forum Financial Management, LP | 1,334 | $242.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,332 | $242.0K | 0.05% | +43+3.3% | Added |
| Barings LLC | 1,285 | $233.0K | 0.01% | −1,751−57.7% | Reduced |
| Centiva Capital, LP | 1,278 | $232.0K | 0.01% | +1,278 | New |
| Walleye Capital LLC | 1,271 | $231.0K | 0.01% | +1,271 | New |
| CIBC Private Wealth Group, LLC | 1,257 | $229.0K | 0.00% | +1,257 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,240 | $227.0K | 0.01% | −319−20.5% | Reduced |
| Kestra Advisory Services, LLC | 1,230 | $224.0K | 0.00% | −5,102−80.6% | Reduced |
| M&T Bank Corp | 1,213 | $221.0K | 0.00% | −223−15.5% | Reduced |
| Northwest Bancshares, Inc. | 1,212 | $220.0K | 0.04% | +1,212 | New |
| US Bancorp | 1,205 | $219.0K | 0.00% | +6+0.5% | Added |
| LPL Financial LLC | 1,159 | $211.0K | 0.00% | +1,159 | New |
| HighTower Advisors, LLC | 1,163 | $211.0K | 0.00% | +1,163 | 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 |
| 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 |
| Sandy Cove Advisors, LLC | 1,000 | $182.0K | 0.15% | 00.0% | Unchanged |
| Valley National Advisers Inc | 963 | $175.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 903 | $164.0K | 0.01% | +177+24.4% | Added |
| Capstone Investment Advisors, LLC | 789 | $143.0K | 0.00% | +469+146.6% | Added |
| Quadrant Capital Group LLC | 781 | $142.0K | 0.02% | −1−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 766 | $139.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 753 | $136.9K | 0.00% | +347+85.5% | Added |
| Ameritas Investment Partners, Inc. | 747 | $136.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 723 | $131.0K | 0.02% | +723 | New |
| Fifth Third Bancorp | 695 | $126.0K | 0.00% | +53+8.3% | Added |
| RWM Asset Management, LLC | 540 | $98.0K | 0.02% | +161+42.5% | Added |
| Smithfield Trust Co | 495 | $90.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 466 | $85.0K | 0.03% | −78−14.3% | Reduced |
| Koshinski Asset Management, Inc. | 460 | $83.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 447 | $81.0K | 0.00% | +77+20.8% | 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 |
| Quent Capital, LLC | 420 | $76.0K | 0.01% | +68+19.3% | Added |
| DuPont Capital Management Corp | 409 | $74.0K | 0.00% | +180+78.6% | Added |
| Hexagon Capital Partners LLC | 388 | $71.0K | 0.02% | −11−2.8% | Reduced |
| Arlington Partners LLC | 385 | $70.0K | 0.02% | −39−9.2% | Reduced |
| Gradient Investments LLC | 379 | $69.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 370 | $67.0K | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $61.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 260 | $47.0K | 0.03% | +213+453.2% | Added |
| IFP Advisors, Inc | 393 | $42.0K | 0.00% | +233+145.6% | Added |
| Parallel Advisors, LLC | 211 | $38.0K | 0.00% | +140+197.2% | Added |
| Central Trust Co | 200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $33.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 177 | $31.0K | 0.01% | +138+353.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 160 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 135 | $24.5K | 0.00% | +7+5.5% | Added |
| Allworth Financial LP | 122 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 114 | $21.0K | 0.00% | −52−31.3% | Reduced |
| TCI Wealth Advisors, Inc. | 102 | $19.0K | 0.00% | −1−1.0% | Reduced |
| Gemmer Asset Management LLC | 93 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 75 | $13.0K | 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 |
| West Paces Advisors Inc. | 62 | $11.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 58 | $11.0K | 0.00% | −5−7.9% | Reduced |
| Seldon Capital LP | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| JFS Wealth Advisors, LLC | 40 | $7.00K | 0.00% | +25+166.7% | Added |
| Versant Capital Management, Inc | 31 | $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 |
| Raleigh Capital Management Inc. | 29 | $5.00K | 0.00% | −3−9.4% | Reduced |
| Earnest Partners LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 25 | $4.55K | 0.00% | +6+31.6% | Added |
| Cambridge Trust Co | 20 | $4.00K | 0.00% | −4−16.7% | Reduced |