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, Q3 2022
Institutional positions in Assurant, Inc. as of Sep 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
- 429
- −19 vs. Q2 2022
- Shares held
- 51.3M
- +543.8K (+1.1%) vs. Q2 2022
- Total value
- $7.45B
- −$1.32B (−15.0%) vs. Q2 2022
- New holders
- 49
- 127 more added
- Sold out
- 68
- 183 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3 | $0 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 7 | $1.00K | 0.00% | −22−75.9% | Reduced |
| Harbour Investments, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4 | $1.00K | 0.00% | +4 | New |
| Bourgeon Capital Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| Almanack Investment Partners, LLC. | 6 | $1.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $2.00K | 0.00% | −36−72.0% | Reduced |
| BerganKDV Wealth Management, LLC | 12 | $2.00K | 0.00% | −35−74.5% | Reduced |
| Disciplined Investments, LLC | 14 | $2.00K | 0.00% | −2−12.5% | Reduced |
| Bell Investment Advisors, Inc | 13 | $2.00K | 0.00% | −3−18.8% | Reduced |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 13 | $2.00K | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 19 | $3.00K | 0.00% | −57−75.0% | Reduced |
| Schubert & Co | 22 | $3.00K | 0.00% | −15−40.5% | Reduced |
| Westside Investment Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $3.00K | 0.00% | −4−16.7% | Reduced |
| Lindbrook Capital, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $3.00K | 0.00% | +11+110.0% | Added |
| IAG Wealth Partners, LLC | 23 | $3.00K | 0.00% | +23 | New |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 26 | $4.00K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 35 | $5.00K | 0.00% | −31−47.0% | Reduced |
| Zions Bancorporation, N.A. | 35 | $5.00K | 0.00% | −23−39.7% | Reduced |
| Johnson Financial Group, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 42 | $6.00K | 0.00% | −23−35.4% | Reduced |
| Prestige Wealth Management Group LLC | 43 | $6.00K | 0.00% | +1+2.4% | Added |
| Brown Brothers Harriman & Co | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 49 | $7.00K | 0.00% | +19+63.3% | Added |
| Ellevest, Inc. | 49 | $7.00K | 0.00% | +35+250.0% | Added |
| Seldon Capital LP | 55 | $8.00K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $9.01K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 72 | $10.5K | 0.00% | −32−30.8% | Reduced |
| TCI Wealth Advisors, Inc. | 74 | $11.0K | 0.00% | −25−25.3% | Reduced |
| SOA Wealth Advisors, LLC. | 76 | $11.0K | 0.00% | −11−12.6% | Reduced |
| Covestor Ltd | 76 | $11.0K | 0.01% | −3−3.8% | Reduced |
| Proequities, Inc. | 78 | $11.0K | 0.00% | +6+8.3% | Added |
| Riverview Trust Co | 90 | $13.0K | 0.01% | +90 | New |
| Parallel Advisors, LLC | 104 | $15.0K | 0.00% | −110−51.4% | Reduced |
| Pacer Advisors, Inc. | 109 | $16.0K | 0.00% | −46,312−99.8% | Reduced |
| Private Trust Co NA | 122 | $18.0K | 0.00% | −9−6.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 137 | $20.0K | 0.01% | +137 | New |
| Benjamin Edwards Inc | 149 | $22.0K | 0.01% | +149 | New |
| Simplex Trading, LLC | 170 | $24.0K | 0.00% | +170 | New |
| IFP Advisors, Inc | 233 | $25.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $26.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 191 | $28.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 224 | $33.0K | 0.00% | +102+83.6% | Added |
| Old North State Trust, LLC | 226 | $33.0K | 0.03% | +226 | New |
| Parkside Financial Bank & Trust | 247 | $36.0K | 0.01% | +12+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 257 | $37.0K | 0.00% | +85+49.4% | Added |
| DuPont Capital Management Corp | 257 | $37.0K | 0.00% | +94+57.7% | Added |
| CWM, LLC | 270 | $39.0K | 0.00% | −8−2.9% | Reduced |
| Umb Bank N A | 301 | $44.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $48.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 370 | $53.8K | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $55.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $56.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 390 | $57.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 346 | $60.0K | 0.00% | +176+103.5% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $61.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 444 | $64.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 463 | $67.0K | 0.01% | +9+2.0% | Added |
| Smithfield Trust Co | 472 | $69.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 484 | $70.0K | 0.02% | +96+24.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 501 | $72.0K | 0.03% | +501 | New |
| EverSource Wealth Advisors, LLC | 583 | $85.0K | 0.02% | +158+37.2% | Added |
| Quadrant Capital Group LLC | 705 | $102.0K | 0.01% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 708 | $103.0K | 0.00% | +246+53.2% | Added |
| Ameritas Investment Partners, Inc. | 747 | $108.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 840 | $122.0K | 0.02% | +170+25.4% | Added |
| American Portfolios Advisors | 866 | $125.8K | 0.01% | +841+3,364.0% | Added |
| Fifth Third Bancorp | 905 | $131.0K | 0.00% | +147+19.4% | Added |
| Valley National Advisers Inc | 963 | $149.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 1,057 | $153.0K | 0.00% | −27−2.5% | Reduced |
| Ci Investments Inc. | 1,067 | $155.0K | 0.00% | −25−2.3% | Reduced |
| Vestcor Inc | 1,275 | $185.0K | 0.01% | −8−0.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,390 | $202.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,394 | $202.0K | 0.00% | +146+11.7% | Added |
| Empirical Finance, LLC | 1,402 | $204.0K | 0.02% | +219+18.5% | Added |
| Wolverine Trading, LLC | 1,391 | $206.0K | 0.01% | −122−8.1% | Reduced |
| Arrow Investment Advisors, LLC | 1,420 | $207.0K | 0.16% | +202+16.6% | Added |
| Johnson Investment Counsel Inc | 1,464 | $213.0K | 0.00% | +48+3.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,497 | $217.5K | 0.00% | 00.0% | Unchanged |