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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3 | $0 | 0.00% | −2,276−99.9% | Reduced |
| Stonebridge Capital Advisors LLC | 0 | $14 | 0.00% | −13−100.0% | Reduced |
| Addison Advisors LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $125 | 0.00% | +1 | New |
| Belpointe Asset Management LLC | 2 | $250 | 0.00% | +2 | New |
| Fortis Capital Advisors, LLC | 2 | $250 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 3 | $375 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $375 | 0.00% | +1+50.0% | Added |
| Money Concepts Capital Corp | 4 | $500 | 0.00% | +4 | New |
| EWG Elevate Inc. | 5 | $625 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 6 | $750 | 0.00% | +6 | New |
| Proequities, Inc. | 7 | $875 | 0.00% | −71−91.0% | Reduced |
| Atlas Capital Advisors LLC | 7 | $875 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $875 | 0.00% | +7 | New |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Bourgeon Capital Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $1.00K | 0.00% | +9 | New |
| RFP Financial Group LLC | 9 | $1.13K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 11 | $1.38K | 0.00% | −3−21.4% | Reduced |
| SJS Investment Consulting Inc. | 11 | $1.38K | 0.00% | +2+22.2% | Added |
| BerganKDV Wealth Management, LLC | 12 | $1.50K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $1.88K | 0.00% | −34−69.4% | Reduced |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $2.25K | 0.00% | −4−18.2% | Reduced |
| Bell Investment Advisors, Inc | 18 | $2.25K | 0.00% | +5+38.5% | Added |
| Sutton Wealth Advisors Inc. | 19 | $2.38K | 0.00% | +2+11.8% | Added |
| Zions Bancorporation, N.A. | 20 | $2.50K | 0.00% | −15−42.9% | Reduced |
| Lindbrook Capital, LLC | 21 | $2.63K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 23 | $2.88K | 0.00% | +19+475.0% | Added |
| Harbour Investments, Inc. | 23 | $2.88K | 0.00% | +18+360.0% | Added |
| Westside Investment Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 24 | $3.00K | 0.00% | −80−76.9% | Reduced |
| First Horizon Advisors, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $3.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $3.88K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $4.00K | 0.00% | −87−71.3% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $4.00K | 0.00% | −3−8.6% | Reduced |
| Glassman Wealth Services | 32 | $4.00K | 0.00% | +12+60.0% | Added |
| AdvisorNet Financial, Inc | 35 | $4.38K | 0.00% | +14+66.7% | Added |
| Prestige Wealth Management Group LLC | 36 | $4.50K | 0.00% | −7−16.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 43 | $5.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $6.25K | 0.00% | −24−32.4% | Reduced |
| Farther Finance Advisors, LLC | 52 | $6.50K | 0.00% | +52 | New |
| Seldon Capital LP | 55 | $6.88K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 53 | $7.00K | 0.00% | −2,231−97.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 57 | $7.20K | 0.00% | +57 | New |
| West Paces Advisors Inc. | 62 | $7.75K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 74 | $9.28K | 0.00% | −2−2.6% | Reduced |
| Covestor Ltd | 76 | $10.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 95 | $12.0K | 0.00% | −377−79.9% | Reduced |
| Red Tortoise LLC | 113 | $14.1K | 0.01% | +113 | New |
| Colonial Trust Co | 120 | $15.0K | 0.00% | +120 | New |
| Allworth Financial LP | 122 | $15.3K | 0.00% | −102−45.5% | Reduced |
| Concord Wealth Partners | 125 | $15.6K | 0.00% | +125 | New |
| Hexagon Capital Partners LLC | 145 | $18.1K | 0.01% | −339−70.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 167 | $20.9K | 0.01% | +30+21.9% | Added |
| Accurate Wealth Management, LLC | 169 | $21.4K | 0.01% | +169 | New |
| Laurel Wealth Advisors LLC | 181 | $22.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 182 | $22.8K | 0.00% | −75−29.2% | Reduced |
| Parkside Financial Bank & Trust | 184 | $23.0K | 0.01% | −63−25.5% | Reduced |
| Gyon Technologies Capital Management, LP | 190 | $23.8K | 0.01% | +190 | New |
| Central Trust Co | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 226 | $28.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 227 | $28.0K | 0.00% | +208+1,094.7% | Added |
| DuPont Capital Management Corp | 234 | $29.3K | 0.00% | −23−8.9% | Reduced |
| TD Private Client Wealth LLC | 241 | $30.1K | 0.00% | +169+234.7% | Added |
| State of Wyoming | 254 | $31.8K | 0.01% | +254 | New |
| CoreCap Advisors, LLC | 284 | $35.5K | 0.00% | +284 | New |
| FIL Ltd | 287 | $35.9K | 0.00% | −19,332−98.5% | Reduced |
| Acadian Asset Management LLC | 337 | $42.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $47.4K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $48.1K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 390 | $49.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 475 | $52.0K | 0.00% | +242+103.9% | Added |
| EverSource Wealth Advisors, LLC | 438 | $54.8K | 0.01% | −145−24.9% | Reduced |
| CWM, LLC | 450 | $56.0K | 0.00% | +180+66.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 495 | $61.0K | 0.09% | −6−1.2% | Reduced |
| Arcadia Investment Management Corp | 490 | $61.3K | 0.01% | −4,240−89.6% | Reduced |
| Quent Capital, LLC | 509 | $63.8K | 0.01% | +46+9.9% | Added |
| Advisory Services Network, LLC | 662 | $82.8K | 0.00% | +662 | New |
| Valley National Advisers Inc | 705 | $89.0K | 0.02% | −258−26.8% | Reduced |
| Quadrant Capital Group LLC | 713 | $89.2K | 0.01% | +8+1.1% | Added |
| US Bancorp | 763 | $95.4K | 0.00% | −294−27.8% | Reduced |
| Ameritas Investment Partners, Inc. | 747 | $97.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 840 | $105.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 965 | $120.7K | 0.00% | +257+36.3% | Added |
| Ci Investments Inc. | 1,023 | $128.0K | 0.00% | −44−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 973 | $141.0K | 0.00% | +627+181.2% | Added |
| Thomas White International Ltd | 1,180 | $147.6K | 0.03% | −630−34.8% | Reduced |
| Vestcor Inc | 1,264 | $158.0K | 0.01% | −11−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,292 | $160.0K | 0.00% | −375−22.5% | Reduced |
| Pacer Advisors, Inc. | 1,320 | $165.1K | 0.00% | +1,211+1,111.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,372 | $172.0K | 0.00% | +1,372 | New |
| National Bank of Canada | 1,541 | $192.7K | 0.00% | +1,350+706.8% | Added |