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, Q2 2022
Institutional positions in Assurant, Inc. as of Jun 30, 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
- 453
- +31 vs. Q1 2022
- Shares held
- 50.7M
- +3.24K (0.0%) vs. Q1 2022
- Total value
- $8.77B
- −$452.0M (−4.9%) vs. Q1 2022
- New holders
- 70
- 160 more added
- Sold out
- 39
- 153 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2022.
| 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 |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $0 | 0.00% | +1 | New |
| GW&K Investment Management, LLC | 6 | $1.00K | 0.00% | −9−60.0% | Reduced |
| Manchester Capital Management LLC | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Harbour Investments, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Sargent Bickham Lagudis LLC | 4 | $1.00K | 0.00% | +4 | New |
| Spire Wealth Management | 3 | $1.00K | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 10 | $2.00K | 0.00% | −19−65.5% | Reduced |
| Massmutual Trust Co FSB | 9 | $2.00K | 0.00% | −7−43.8% | Reduced |
| Ellevest, Inc. | 14 | $2.00K | 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 |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Sutton Wealth Advisors Inc. | 17 | $2.94K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +4+33.3% | Added |
| Bell Investment Advisors, Inc | 16 | $3.00K | 0.00% | +16 | New |
| Westside Investment Management, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $4.00K | 0.00% | +3+14.3% | Added |
| Evoke Wealth, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $4.00K | 0.00% | +4+23.5% | Added |
| American Portfolios Advisors | 25 | $4.32K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $5.00K | 0.00% | +1+3.4% | Added |
| SRS Capital Advisors, Inc. | 29 | $5.00K | 0.00% | +29 | New |
| Steward Financial Group LLC | 30 | $5.00K | 0.00% | +30 | New |
| Schubert & Co | 37 | $6.00K | 0.01% | +24+184.6% | Added |
| FinTrust Capital Advisors, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $7.00K | 0.00% | +19+82.6% | Added |
| Johnson Financial Group, Inc. | 40 | $7.00K | 0.00% | +40 | New |
| Brown Brothers Harriman & Co | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $9.00K | 0.00% | +36+257.1% | Added |
| Zions Bancorporation, N.A. | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 58 | $10.0K | 0.00% | +10+20.8% | Added |
| West Paces Advisors Inc. | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $11.0K | 0.00% | +26+65.0% | Added |
| Hudock, Inc. | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 72 | $12.0K | 0.00% | +7+10.8% | Added |
| Loomis Sayles & Co L P | 76 | $13.0K | 0.00% | +10+15.2% | Added |
| Covestor Ltd | 79 | $14.0K | 0.01% | −181−69.6% | Reduced |
| SOA Wealth Advisors, LLC. | 87 | $15.0K | 0.00% | −679−88.6% | Reduced |
| TCI Wealth Advisors, Inc. | 99 | $17.0K | 0.00% | −3−2.9% | Reduced |
| TD Private Client Wealth LLC | 104 | $18.0K | 0.00% | −31−23.0% | Reduced |
| Clear Street Markets LLC | 112 | $19.0K | 0.01% | +88+366.7% | Added |
| Allworth Financial LP | 122 | $21.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 125 | $21.0K | 0.01% | +125 | New |
| Private Trust Co NA | 131 | $23.0K | 0.00% | +131 | New |
| IFP Advisors, Inc | 233 | $25.0K | 0.00% | −160−40.7% | Reduced |
| Concord Wealth Partners | 147 | $25.0K | 0.01% | +1+0.7% | Added |
| DuPont Capital Management Corp | 163 | $28.0K | 0.00% | −246−60.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 160 | $28.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 163 | $28.0K | 0.00% | +163 | New |
| Northwestern Mutual Wealth Management Co | 172 | $30.0K | 0.00% | +58+50.9% | Added |
| Laurel Wealth Advisors LLC | 181 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $31.0K | 0.00% | +170 | New |
| National Bank of Canada | 191 | $33.0K | 0.00% | −27,095−99.3% | Reduced |
| Venture Visionary Partners LLC | 200 | $34.6K | 0.00% | +200 | New |
| Central Trust Co | 200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 214 | $37.0K | 0.00% | +3+1.4% | Added |
| Parkside Financial Bank & Trust | 235 | $40.0K | 0.01% | +58+32.8% | Added |
| CWM, LLC | 278 | $48.0K | 0.00% | +128+85.3% | Added |
| Umb Bank N A | 301 | $52.0K | 0.00% | +301 | New |
| Acadian Asset Management LLC | 337 | $58.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 370 | $64.0K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $66.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 390 | $67.0K | 0.03% | −76−16.3% | Reduced |
| Hexagon Capital Partners LLC | 388 | $67.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $67.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 425 | $73.0K | 0.02% | +3+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $73.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 420 | $73.0K | 0.01% | +420 | New |
| Investors Asset Management of Georgia Inc | 444 | $77.0K | 0.04% | +444 | New |
| Quent Capital, LLC | 454 | $78.0K | 0.02% | +34+8.1% | Added |
| Smithfield Trust Co | 472 | $80.0K | 0.01% | −23−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 462 | $80.0K | 0.00% | +15+3.4% | Added |
| State of Wyoming | 530 | $92.0K | 0.06% | +530 | New |
| CIBC Private Wealth Group, LLC | 624 | $108.0K | 0.00% | −633−50.4% | Reduced |
| Evermay Wealth Management LLC | 670 | $116.0K | 0.02% | −53−7.3% | Reduced |
| Quadrant Capital Group LLC | 704 | $122.0K | 0.02% | −77−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 747 | $129.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 758 | $131.0K | 0.00% | +63+9.1% | Added |
| Valley National Advisers Inc | 963 | $169.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 1,084 | $188.0K | 0.00% | −121−10.0% | Reduced |
| Ci Investments Inc. | 1,092 | $189.0K | 0.00% | −556−33.7% | Reduced |
| Vontobel Holding Ltd. | 1,182 | $202.0K | 0.00% | +1,182 | New |
| Empirical Finance, LLC | 1,183 | $204.0K | 0.03% | +61+5.4% | Added |
| SOL Capital Management CO | 1,200 | $207.0K | 0.04% | −405−25.2% | Reduced |
| Arrow Investment Advisors, LLC | 1,218 | $210.0K | 0.17% | −141−10.4% | Reduced |