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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 372,622 | $46.6M | 0.02% | −23,724−6.0% | Reduced |
| California Public Employees Retirement System | 378,630 | $47.4M | 0.04% | −20,259−5.1% | Reduced |
| TD Asset Management Inc | 399,399 | $49.9M | 0.06% | +731+0.2% | Added |
| Charles Schwab Investment Management Inc | 422,934 | $52.9M | 0.02% | +13,319+3.3% | Added |
| Wellington Management Group LLP | 428,052 | $53.5M | 0.01% | −171,759−28.6% | Reduced |
| Bank of America Corp | 430,551 | $53.8M | 0.01% | −104,897−19.6% | Reduced |
| Lord, Abbett & Co. LLC | 454,487 | $56.8M | 0.20% | +69,154+17.9% | Added |
| Neuberger Berman Group LLC | 567,599 | $71.2M | 0.07% | −238,479−29.6% | Reduced |
| First Trust Advisors LP | 579,381 | $72.5M | 0.09% | +31,099+5.7% | Added |
| Norges Bank | 594,283 | $74.3M | 0.02% | +49,550+9.1% | Added |
| Schroder Investment Management Group | 611,990 | $76.5M | 0.12% | −10,351−1.7% | Reduced |
| Northern Trust Corp | 735,117 | $91.9M | 0.02% | −11,595−1.6% | Reduced |
| Macquarie Group Ltd | 780,029 | $97.6M | 0.12% | +695,820+826.3% | Added |
| Price T Rowe Associates Inc | 839,929 | $105.0M | 0.02% | −72,473−7.9% | Reduced |
| Morgan Stanley | 906,647 | $113.4M | 0.01% | +227,315+33.5% | Added |
| Dimensional Fund Advisors LP | 922,224 | $115.3M | 0.04% | −12,950−1.4% | Reduced |
| Lyrical Asset Management LP | 895,375 | $130.1M | 2.75% | −24,559−2.7% | Reduced |
| Geode Capital Management, LLC | 1,186,165 | $148.4M | 0.02% | +24,567+2.1% | Added |
| Massachusetts Financial Services Co | 1,399,831 | $175.1M | 0.06% | +315,481+29.1% | Added |
| Invesco Ltd. | 1,431,924 | $179.1M | 0.05% | −424,568−22.9% | Reduced |
| Bank of New York Mellon Corp | 1,820,760 | $227.7M | 0.05% | −794,221−30.4% | Reduced |
| State Street Corp | 2,843,889 | $355.7M | 0.02% | +22,699+0.8% | Added |
| FMR LLC | 3,466,939 | $433.6M | 0.04% | −624,684−15.3% | Reduced |
| BlackRock Inc. | 5,662,762 | $708.2M | 0.02% | +292,397+5.4% | Added |
| T. Rowe Price Investment Management, Inc. | 5,694,084 | $712.1M | 0.55% | +237,239+4.3% | Added |
| Vanguard Group Inc | 7,048,915 | $881.5M | 0.02% | +347,911+5.2% | Added |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −310,406−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −279,280−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −136,800−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −83,644−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −51,819−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −41,091−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −40,633−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −28,192−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −21,080−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −17,234−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,765−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,689−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,172−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −8,664−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,989−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,878−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,453−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Surevest, LLC | – | – | – | – | Not filed |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| AGF Investments LLC | – | – | – | – | Not filed |
| Bowling Portfolio Management LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Life Planning Partners, Inc | – | – | – | – | Not filed |