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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 2,161 | $270.3K | 0.03% | +471+27.9% | Added |
| DFPG Investments, LLC | 2,134 | $270.1K | 0.04% | +2,134 | New |
| E. Ohman J:or Asset Management AB | 2,100 | $262.6K | 0.01% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 2,094 | $261.9K | 0.18% | +674+47.5% | Added |
| Davis R M Inc | 2,061 | $258.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 2,059 | $257.5K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,876 | $245.0K | 0.00% | +1,876 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,907 | $238.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,883 | $235.5K | 0.00% | +67+3.7% | Added |
| GWM Advisors LLC | 6,388 | $232.9K | 0.01% | +2,491+63.9% | Added |
| Ifrah Financial Services, Inc. | 1,804 | $225.6K | 0.07% | +4+0.2% | Added |
| Creative Planning | 1,790 | $223.9K | 0.00% | +1,790 | New |
| Bellecapital International Ltd. | 1,789 | $223.7K | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,746 | $218.4K | 0.03% | +1,746 | New |
| Calamos Wealth Management LLC | 1,742 | $217.9K | 0.02% | −90−4.9% | Reduced |
| Ethic Inc. | 1,728 | $216.1K | 0.01% | −385−18.2% | Reduced |
| Fifth Third Bancorp | 1,714 | $214.4K | 0.00% | +809+89.4% | Added |
| Advisor Partners II, LLC | 1,713 | $214.2K | 0.01% | −115−6.3% | Reduced |
| M&T Bank Corp | 1,687 | $211.0K | 0.00% | +1,687 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,656 | $207.1K | 0.01% | −321−16.2% | Reduced |
| Catalyst Financial Partners LLC | 1,645 | $205.7K | 0.11% | +1,645 | New |
| Summit Global Investments | 1,624 | $203.0K | 0.02% | +29+1.8% | Added |
| Meeder Asset Management Inc | 1,620 | $202.6K | 0.02% | −273−14.4% | Reduced |
| LPL Financial LLC | 1,613 | $201.7K | 0.00% | −315−16.3% | Reduced |
| Banque Cantonale Vaudoise | 1,596 | $200.0K | 0.01% | −2,200−58.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,564 | $196.6K | 0.00% | −823−34.5% | Reduced |
| National Bank of Canada | 1,541 | $192.7K | 0.00% | +1,350+706.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,372 | $172.0K | 0.00% | +1,372 | New |
| Pacer Advisors, Inc. | 1,320 | $165.1K | 0.00% | +1,211+1,111.0% | Added |
| Rockefeller Capital Management L.P. | 1,292 | $160.0K | 0.00% | −375−22.5% | Reduced |
| Vestcor Inc | 1,264 | $158.0K | 0.01% | −11−0.9% | Reduced |
| Thomas White International Ltd | 1,180 | $147.6K | 0.03% | −630−34.8% | Reduced |
| Ronald Blue Trust, Inc. | 973 | $141.0K | 0.00% | +627+181.2% | Added |
| Ci Investments Inc. | 1,023 | $128.0K | 0.00% | −44−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 965 | $120.7K | 0.00% | +257+36.3% | Added |
| Evermay Wealth Management LLC | 840 | $105.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 747 | $97.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 763 | $95.4K | 0.00% | −294−27.8% | Reduced |
| Quadrant Capital Group LLC | 713 | $89.2K | 0.01% | +8+1.1% | Added |
| Valley National Advisers Inc | 705 | $89.0K | 0.02% | −258−26.8% | Reduced |
| Advisory Services Network, LLC | 662 | $82.8K | 0.00% | +662 | New |
| Quent Capital, LLC | 509 | $63.8K | 0.01% | +46+9.9% | Added |
| Arcadia Investment Management Corp | 490 | $61.3K | 0.01% | −4,240−89.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 495 | $61.0K | 0.09% | −6−1.2% | Reduced |
| CWM, LLC | 450 | $56.0K | 0.00% | +180+66.7% | Added |
| EverSource Wealth Advisors, LLC | 438 | $54.8K | 0.01% | −145−24.9% | Reduced |
| IFP Advisors, Inc | 475 | $52.0K | 0.00% | +242+103.9% | Added |
| Sentry Investment Management LLC | 390 | $49.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 385 | $48.1K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $47.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $42.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 287 | $35.9K | 0.00% | −19,332−98.5% | Reduced |
| CoreCap Advisors, LLC | 284 | $35.5K | 0.00% | +284 | New |
| State of Wyoming | 254 | $31.8K | 0.01% | +254 | New |
| TD Private Client Wealth LLC | 241 | $30.1K | 0.00% | +169+234.7% | Added |
| DuPont Capital Management Corp | 234 | $29.3K | 0.00% | −23−8.9% | Reduced |
| 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 |
| Central Trust Co | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 190 | $23.8K | 0.01% | +190 | New |
| Parkside Financial Bank & Trust | 184 | $23.0K | 0.01% | −63−25.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 182 | $22.8K | 0.00% | −75−29.2% | Reduced |
| Laurel Wealth Advisors LLC | 181 | $22.6K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 169 | $21.4K | 0.01% | +169 | New |
| Newbridge Financial Services Group, Inc. | 167 | $20.9K | 0.01% | +30+21.9% | Added |
| Hexagon Capital Partners LLC | 145 | $18.1K | 0.01% | −339−70.0% | Reduced |
| Concord Wealth Partners | 125 | $15.6K | 0.00% | +125 | New |
| Allworth Financial LP | 122 | $15.3K | 0.00% | −102−45.5% | Reduced |
| Colonial Trust Co | 120 | $15.0K | 0.00% | +120 | New |
| Red Tortoise LLC | 113 | $14.1K | 0.01% | +113 | New |
| Smithfield Trust Co | 95 | $12.0K | 0.00% | −377−79.9% | Reduced |
| Covestor Ltd | 76 | $10.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 74 | $9.28K | 0.00% | −2−2.6% | Reduced |
| West Paces Advisors Inc. | 62 | $7.75K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 57 | $7.20K | 0.00% | +57 | New |
| Clear Street Markets LLC | 53 | $7.00K | 0.00% | −2,231−97.7% | Reduced |
| Seldon Capital LP | 55 | $6.88K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $6.50K | 0.00% | +52 | New |
| TCI Wealth Advisors, Inc. | 50 | $6.25K | 0.00% | −24−32.4% | Reduced |
| Brown Brothers Harriman & Co | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 43 | $5.38K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 36 | $4.50K | 0.00% | −7−16.3% | Reduced |
| AdvisorNet Financial, Inc | 35 | $4.38K | 0.00% | +14+66.7% | Added |
| 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 |
| Private Trust Co NA | 35 | $4.00K | 0.00% | −87−71.3% | Reduced |
| Versant Capital Management, Inc | 31 | $3.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $3.75K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.38K | 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 |
| Westside Investment Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $2.88K | 0.00% | +18+360.0% | Added |
| MCF Advisors LLC | 23 | $2.88K | 0.00% | +19+475.0% | Added |
| Lindbrook Capital, LLC | 21 | $2.63K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $2.50K | 0.00% | −15−42.9% | Reduced |
| Sutton Wealth Advisors Inc. | 19 | $2.38K | 0.00% | +2+11.8% | Added |
| Schubert & Co | 18 | $2.25K | 0.00% | −4−18.2% | Reduced |