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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 2,074 | $300.0K | 0.00% | +2,074 | New |
| Davis R M Inc | 2,061 | $299.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 2,059 | $299.0K | 0.02% | −3−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,977 | $287.0K | 0.01% | −185−8.6% | Reduced |
| Toroso Investments, LLC | 1,950 | $283.0K | 0.01% | +35+1.8% | Added |
| LPL Financial LLC | 1,928 | $280.0K | 0.00% | −1,026−34.7% | Reduced |
| Prudential PLC | 1,915 | $278.0K | 0.00% | +297+18.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,907 | $277.0K | 0.03% | +59+3.2% | Added |
| Meeder Asset Management Inc | 1,893 | $275.0K | 0.02% | −21−1.1% | Reduced |
| Calamos Wealth Management LLC | 1,832 | $266.0K | 0.02% | −159−8.0% | Reduced |
| Dearborn Partners LLC | 1,831 | $266.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,828 | $266.0K | 0.02% | +1,828 | New |
| Kestra Advisory Services, LLC | 1,816 | $264.0K | 0.00% | +263+16.9% | Added |
| Thomas White International Ltd | 1,810 | $263.0K | 0.06% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,810 | $263.0K | 0.05% | +1,810 | New |
| Gateway Investment Advisers LLC | 1,803 | $262.0K | 0.00% | −242−11.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,800 | $261.0K | 0.09% | −51−2.8% | Reduced |
| Bellecapital International Ltd. | 1,789 | $260.0K | 0.08% | 00.0% | Unchanged |
| Jefferies Group LLC | 1,782 | $258.9K | 0.01% | −848−32.2% | Reduced |
| Boothbay Fund Management, LLC | 1,775 | $258.0K | 0.01% | −1,062−37.4% | Reduced |
| Veritable, L.P. | 1,773 | $258.0K | 0.01% | −176−9.0% | Reduced |
| CWM Advisors, LLC | 1,690 | $246.0K | 0.03% | +1,690 | New |
| Rockefeller Capital Management L.P. | 1,667 | $242.0K | 0.00% | −561−25.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,600 | $232.0K | 0.00% | −20,313−92.7% | Reduced |
| Winton Group Ltd | 1,596 | $232.0K | 0.02% | −4,402−73.4% | Reduced |
| Summit Global Investments | 1,595 | $232.0K | 0.02% | +1,595 | New |
| Allen Investment Management LLC | 1,573 | $229.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 1,562 | $227.0K | 0.00% | −1,018−39.5% | Reduced |
| Aquatic Capital Management LLC | 1,500 | $218.0K | 0.02% | +1,500 | New |
| Federation des caisses Desjardins du Quebec | 1,497 | $217.5K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,464 | $213.0K | 0.00% | +48+3.4% | Added |
| Arrow Investment Advisors, LLC | 1,420 | $207.0K | 0.16% | +202+16.6% | Added |
| Wolverine Trading, LLC | 1,391 | $206.0K | 0.01% | −122−8.1% | Reduced |
| Empirical Finance, LLC | 1,402 | $204.0K | 0.02% | +219+18.5% | Added |
| 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 |
| Vestcor Inc | 1,275 | $185.0K | 0.01% | −8−0.6% | Reduced |
| Ci Investments Inc. | 1,067 | $155.0K | 0.00% | −25−2.3% | Reduced |
| US Bancorp | 1,057 | $153.0K | 0.00% | −27−2.5% | Reduced |
| Valley National Advisers Inc | 963 | $149.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 905 | $131.0K | 0.00% | +147+19.4% | Added |
| American Portfolios Advisors | 866 | $125.8K | 0.01% | +841+3,364.0% | Added |
| Evermay Wealth Management LLC | 840 | $122.0K | 0.02% | +170+25.4% | Added |
| Ameritas Investment Partners, Inc. | 747 | $108.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 708 | $103.0K | 0.00% | +246+53.2% | Added |
| Quadrant Capital Group LLC | 705 | $102.0K | 0.01% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 583 | $85.0K | 0.02% | +158+37.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 501 | $72.0K | 0.03% | +501 | New |
| Hexagon Capital Partners LLC | 484 | $70.0K | 0.02% | +96+24.7% | Added |
| Smithfield Trust Co | 472 | $69.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 463 | $67.0K | 0.01% | +9+2.0% | Added |
| Investors Asset Management of Georgia Inc | 444 | $64.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 423 | $61.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 346 | $60.0K | 0.00% | +176+103.5% | Added |
| Sentry Investment Management LLC | 390 | $57.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $56.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $55.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 370 | $53.8K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $48.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 301 | $44.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 270 | $39.0K | 0.00% | −8−2.9% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 247 | $36.0K | 0.01% | +12+5.1% | Added |
| Allworth Financial LP | 224 | $33.0K | 0.00% | +102+83.6% | Added |
| Old North State Trust, LLC | 226 | $33.0K | 0.03% | +226 | New |
| Central Trust Co | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 191 | $28.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $26.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 233 | $25.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 170 | $24.0K | 0.00% | +170 | New |
| Benjamin Edwards Inc | 149 | $22.0K | 0.01% | +149 | New |
| Newbridge Financial Services Group, Inc. | 137 | $20.0K | 0.01% | +137 | New |
| Private Trust Co NA | 122 | $18.0K | 0.00% | −9−6.9% | Reduced |
| Pacer Advisors, Inc. | 109 | $16.0K | 0.00% | −46,312−99.8% | Reduced |
| Parallel Advisors, LLC | 104 | $15.0K | 0.00% | −110−51.4% | Reduced |
| Riverview Trust Co | 90 | $13.0K | 0.01% | +90 | New |
| 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 |
| TD Private Client Wealth LLC | 72 | $10.5K | 0.00% | −32−30.8% | Reduced |
| Hudock, Inc. | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $9.01K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 55 | $8.00K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Loomis Sayles & Co L P | 19 | $3.00K | 0.00% | −57−75.0% | Reduced |