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, Q4 2022
Institutional positions in Assurant, Inc. as of Dec 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
- 426
- +7 vs. Q3 2022
- Shares held
- 50.8M
- −350.8K (−0.7%) vs. Q3 2022
- Total value
- $6.37B
- −$1.06B (−14.3%) vs. Q3 2022
- New holders
- 67
- 149 more added
- Sold out
- 60
- 149 more reduced
10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,048,915 | $881.5M | 0.02% | +347,911+5.2% | Added |
| T. Rowe Price Investment Management, Inc. | 5,694,084 | $712.1M | 0.55% | +237,239+4.3% | Added |
| BlackRock Inc. | 5,662,762 | $708.2M | 0.02% | +292,397+5.4% | Added |
| FMR LLC | 3,466,939 | $433.6M | 0.04% | −624,684−15.3% | Reduced |
| State Street Corp | 2,843,889 | $355.7M | 0.02% | +22,699+0.8% | Added |
| Bank of New York Mellon Corp | 1,820,760 | $227.7M | 0.05% | −794,221−30.4% | Reduced |
| Invesco Ltd. | 1,431,924 | $179.1M | 0.05% | −424,568−22.9% | Reduced |
| Massachusetts Financial Services Co | 1,399,831 | $175.1M | 0.06% | +315,481+29.1% | Added |
| Geode Capital Management, LLC | 1,186,165 | $148.4M | 0.02% | +24,567+2.1% | Added |
| Lyrical Asset Management LP | 895,375 | $130.1M | 2.75% | −24,559−2.7% | Reduced |
| Dimensional Fund Advisors LP | 922,224 | $115.3M | 0.04% | −12,950−1.4% | Reduced |
| Morgan Stanley | 906,647 | $113.4M | 0.01% | +227,315+33.5% | Added |
| Price T Rowe Associates Inc | 839,929 | $105.0M | 0.02% | −72,473−7.9% | Reduced |
| Macquarie Group Ltd | 780,029 | $97.6M | 0.12% | +695,820+826.3% | Added |
| Northern Trust Corp | 735,117 | $91.9M | 0.02% | −11,595−1.6% | Reduced |
| Schroder Investment Management Group | 611,990 | $76.5M | 0.12% | −10,351−1.7% | Reduced |
| Norges Bank | 594,283 | $74.3M | 0.02% | +49,550+9.1% | Added |
| First Trust Advisors LP | 579,381 | $72.5M | 0.09% | +31,099+5.7% | Added |
| Neuberger Berman Group LLC | 567,599 | $71.2M | 0.07% | −238,479−29.6% | Reduced |
| Lord, Abbett & Co. LLC | 454,487 | $56.8M | 0.20% | +69,154+17.9% | Added |
| Bank of America Corp | 430,551 | $53.8M | 0.01% | −104,897−19.6% | Reduced |
| Wellington Management Group LLP | 428,052 | $53.5M | 0.01% | −171,759−28.6% | Reduced |
| Charles Schwab Investment Management Inc | 422,934 | $52.9M | 0.02% | +13,319+3.3% | Added |
| TD Asset Management Inc | 399,399 | $49.9M | 0.06% | +731+0.2% | Added |
| California Public Employees Retirement System | 378,630 | $47.4M | 0.04% | −20,259−5.1% | Reduced |
| Legal & General Group Plc | 372,622 | $46.6M | 0.02% | −23,724−6.0% | Reduced |
| Deutsche Bank AG | 332,233 | $41.5M | 0.02% | +19,903+6.4% | Added |
| AQR Capital Management LLC | 317,784 | $39.7M | 0.09% | +201,733+173.8% | Added |
| Brown Advisory Inc | 304,869 | $38.1M | 0.07% | +114,294+60.0% | Added |
| UBS Asset Management Americas Inc | 281,340 | $35.2M | 0.02% | +11,261+4.2% | Added |
| Los Angeles Capital Management LLC | 254,830 | $31.9M | 0.15% | −64,763−20.3% | Reduced |
| Nuveen Asset Management, LLC | 239,465 | $29.9M | 0.01% | +83,424+53.5% | Added |
| Intech Investment Management LLC | 238,622 | $29.8M | 0.22% | +25,818+12.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 237,196 | $29.7M | 0.02% | −18,453−7.2% | Reduced |
| Federated Hermes, Inc. | 228,155 | $28.5M | 0.08% | −26,208−10.3% | Reduced |
| Millennium Management LLC | 227,463 | $28.4M | 0.03% | +198,734+691.8% | Added |
| Swiss National Bank | 216,200 | $27.0M | 0.02% | −18,344−7.8% | Reduced |
| APG Asset Management N.V. | 211,741 | $26.5M | 0.05% | +71,706+51.2% | Added |
| Tobam | 187,936 | $23.5M | 1.56% | +18,510+10.9% | Added |
| Mountain Pacific Investment Advisers Inc | 183,489 | $22.9M | 1.66% | +665+0.4% | Added |
| HSBC Holdings PLC | 165,336 | $20.7M | 0.03% | +72,051+77.2% | Added |
| Amundi | 150,802 | $19.1M | 0.01% | +57,661+61.9% | Added |
| Wedge Capital Management L L P | 150,235 | $18.8M | 0.30% | +33,901+29.1% | Added |
| Renaissance Technologies LLC | 140,100 | $17.5M | 0.02% | +137,440+5,166.9% | Added |
| Squarepoint Ops LLC | 133,881 | $16.7M | 0.12% | +127,577+2,023.7% | Added |
| Goldman Sachs Group Inc | 125,703 | $15.7M | 0.00% | +33,460+36.3% | Added |
| Calamos Advisors LLC | 122,378 | $15.3M | 0.07% | −15,944−11.5% | Reduced |
| Barclays PLC | 118,548 | $14.8M | 0.01% | +20,725+21.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 117,180 | $14.7M | 0.97% | −36,280−23.6% | Reduced |
| Thornburg Investment Management Inc | 116,242 | $14.6M | 0.25% | +12,886+12.5% | Added |
| Credit Suisse AG | 116,190 | $14.5M | 0.02% | −17,769−13.3% | Reduced |
| Rhumbline Advisers | 113,221 | $14.2M | 0.02% | +1,694+1.5% | Added |
| Hallmark Capital Management Inc | 112,140 | $14.0M | 1.30% | −1,930−1.7% | Reduced |
| Man Group plc | 108,531 | $13.6M | 0.05% | +61,370+130.1% | Added |
| Citadel Advisors LLC | 103,768 | $13.0M | 0.02% | +101,365+4,218.3% | Added |
| Kennedy Capital Management, Inc. | 101,652 | $12.7M | 0.36% | +9,010+9.7% | Added |
| Voloridge Investment Management, LLC | 99,544 | $12.4M | 0.07% | −22,410−18.4% | Reduced |
| Qube Research & Technologies Ltd | 99,384 | $12.4M | 0.07% | +99,384 | New |
| JPMorgan Chase & Co | 94,283 | $11.8M | 0.00% | −9,056−8.8% | Reduced |
| California State Teachers Retirement System | 93,172 | $11.7M | 0.02% | +2,624+2.9% | Added |
| Guggenheim Capital LLC | 83,376 | $10.4M | 0.09% | −11,441−12.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 81,799 | $10.2M | 0.03% | +20,664+33.8% | Added |
| Russell Investments Group, Ltd. | 77,236 | $9.67M | 0.02% | −278−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 73,937 | $9.25M | 0.02% | −7,825−9.6% | Reduced |
| New York State Teachers Retirement System | 70,456 | $8.81M | 0.02% | −4,592−6.1% | Reduced |
| Principal Financial Group Inc | 70,411 | $8.81M | 0.01% | −5,134−6.8% | Reduced |
| UBS Group AG | 68,068 | $8.51M | 0.00% | +36,641+116.6% | Added |
| New York State Common Retirement Fund | 66,950 | $8.37M | 0.01% | +703+1.1% | Added |
| Boston Partners | 66,429 | $8.31M | 0.01% | −141−0.2% | Reduced |
| Aviva PLC | 66,428 | $8.31M | 0.04% | +58,706+760.2% | Added |
| Alliancebernstein L.P. | 65,587 | $8.20M | 0.00% | −1,005−1.5% | Reduced |
| Voya Investment Management LLC | 65,164 | $8.15M | 0.01% | −293,238−81.8% | Reduced |
| Citigroup Inc | 57,273 | $7.16M | 0.01% | −53,351−48.2% | Reduced |
| Royal Bank of Canada | 56,973 | $7.13M | 0.00% | −38,009−40.0% | Reduced |
| Worldquant Millennium Advisors LLC | 55,362 | $6.92M | 0.16% | +55,362 | New |
| State Board of Administration of Florida Retirement System | 55,279 | $6.91M | 0.02% | −3,310−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 54,916 | $6.87M | 0.06% | +54,916 | New |
| Bridgewater Associates, LP | 54,838 | $6.86M | 0.04% | +43,249+373.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,890 | $6.49M | 0.09% | +13,600+35.5% | Added |
| Andra AP-fonden | 50,300 | $6.29M | 0.19% | −1,800−3.5% | Reduced |
| Commerce Bank | 48,140 | $6.02M | 0.05% | +7,360+18.0% | Added |
| Prudential Financial Inc | 47,990 | $6.00M | 0.01% | −124−0.3% | Reduced |
| Oak Associates, Ltd | 42,876 | $5.36M | 0.45% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 39,316 | $4.92M | 0.00% | −4,051−9.3% | Reduced |
| Brandywine Global Investment Management, LLC | 39,052 | $4.88M | 0.04% | −1,698−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 39,050 | $4.88M | 0.00% | −1,406−3.5% | Reduced |
| Janus Henderson Group PLC | 39,009 | $4.88M | 0.00% | +39,009 | New |
| Comerica Bank | 36,704 | $4.70M | 0.04% | +7,251+24.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,357 | $4.50M | 0.01% | −149−0.4% | Reduced |
| CI Private Wealth, LLC | 35,240 | $4.41M | 0.02% | +35,240 | New |
| Basswood Capital Management, L.L.C. | 34,381 | $4.30M | 0.32% | 00.0% | Unchanged |
| Holocene Advisors, LP | 32,393 | $4.05M | 0.03% | +18,475+132.7% | Added |
| Berger Financial Group, Inc | 31,528 | $3.94M | 0.52% | +1,066+3.5% | Added |
| Wells Fargo & Company | 31,427 | $3.93M | 0.00% | −8,870−22.0% | Reduced |
| State of New Jersey Common Pension Fund D | 31,226 | $3.91M | 0.01% | +1,699+5.8% | Added |
| Blair William & Co | 30,739 | $3.84M | 0.02% | −105,595−77.5% | Reduced |
| Royal London Asset Management Ltd | 30,460 | $3.81M | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 30,386 | $3.80M | 0.02% | −2,104−6.5% | Reduced |
| Toronto Dominion Bank | 30,110 | $3.76M | 0.01% | +5,597+22.8% | Added |
| Bank of Montreal | 29,553 | $3.72M | 0.00% | +6,884+30.4% | Added |