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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 87 | $15.0K | 0.00% | −679−88.6% | Reduced |
| Covestor Ltd | 79 | $14.0K | 0.01% | −181−69.6% | Reduced |
| Loomis Sayles & Co L P | 76 | $13.0K | 0.00% | +10+15.2% | Added |
| Hudock, Inc. | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 72 | $12.0K | 0.00% | +7+10.8% | Added |
| 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 |
| West Paces Advisors Inc. | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | 50 | $9.00K | 0.00% | +36+257.1% | Added |
| 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 |
| 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 |
| Schubert & Co | 37 | $6.00K | 0.01% | +24+184.6% | Added |
| 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 |
| American Portfolios Advisors | 25 | $4.32K | 0.00% | 00.0% | Unchanged |
| 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 |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +4+33.3% | Added |
| Bell Investment Advisors, Inc | 16 | $3.00K | 0.00% | +16 | New |
| Sutton Wealth Advisors Inc. | 17 | $2.94K | 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 |
| Atlas Capital Advisors LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −50,356−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −43,152−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,188−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −31,482−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −27,931−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −14,814−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −9,540−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,256−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −8,009−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,221−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,927−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Legacy Capital Partners, Inc. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |