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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.

Institutional holdersQ4 2022: 426 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ4 2022: $6.37B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2022.

Institutions holding AIZ in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bell Investment Advisors, Inc18$2.25K0.00%+5+38.5%Added
Hantz Financial Services, Inc.12$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB13$2.00K0.00%00.0%Unchanged
Ellevest, Inc.15$1.88K0.00%−34−69.4%Reduced
Huntington National Bank14$1.75K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC12$1.50K0.00%00.0%Unchanged
Disciplined Investments, LLC11$1.38K0.00%−3−21.4%Reduced
SJS Investment Consulting Inc.11$1.38K0.00%+2+22.2%Added
RFP Financial Group LLC9$1.13K0.00%+9New
Baystate Wealth Management LLC11$1.00K0.00%+1+10.0%Added
Bourgeon Capital Management LLC8$1.00K0.00%00.0%Unchanged
Steward Financial Group LLC9$1.00K0.00%+9New
Proequities, Inc.7$8750.00%−71−91.0%Reduced
Atlas Capital Advisors LLC7$8750.00%00.0%Unchanged
Trifecta Capital Advisors, LLC7$8750.00%+7New
MV Capital Management, Inc.6$7500.00%+6New
EWG Elevate Inc.5$6250.00%+5New
Money Concepts Capital Corp4$5000.00%+4New
Cullen/Frost Bankers, Inc.3$3750.00%00.0%Unchanged
Global Retirement Partners, LLC3$3750.00%+1+50.0%Added
Belpointe Asset Management LLC2$2500.00%+2New
Fortis Capital Advisors, LLC2$2500.00%+2New
Addison Advisors LLC1$1250.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$1250.00%+1New
Stonebridge Capital Advisors LLC0$140.00%−13−100.0%Reduced
Lazard Asset Management LLC3$00.00%−2,276−99.9%Reduced
Samlyn Capital, LLC0$00.00%−310,406−100.0%Sold out
Artemis Investment Management LLP0$00.00%−279,280−100.0%Sold out
One Fin Capital Management LP0$00.00%−136,800−100.0%Sold out
Zacks Investment Management0$00.00%−83,644−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−51,819−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−41,091−100.0%Sold out
Prana Capital Management, LP0$00.00%−40,633−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−28,192−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−21,080−100.0%Sold out
Prospera Financial Services Inc0$00.00%−17,234−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−16,765−100.0%Sold out
Twinbeech Capital LP0$00.00%−11,689−100.0%Sold out
Magnetar Financial LLC0$00.00%−9,172−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−8,664−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−7,989−100.0%Sold out
Toews Corp0$00.00%−7,300−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−5,034−100.0%Sold out
Forsta Ap-Fonden0$00.00%−4,200−100.0%Sold out
Cerity Partners LLC0$00.00%−3,878−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−3,629−100.0%Sold out
FJ Capital Management LLC0$00.00%−4,000−100.0%Sold out
JB Capital LLC0$00.00%−3,374−100.0%Sold out
MML Investors Services, LLC0$00.00%−2,603−100.0%Sold out
Samson Rock Capital LLP0$00.00%−2,578−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−2,564−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−2,453−100.0%Sold out
Erste Asset Management GmbH0$00.00%−2,300−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−2,299−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−2,121−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−2,078−100.0%Sold out
Glenmede Trust Co NA0$00.00%−2,074−100.0%Sold out
Dearborn Partners LLC0$00.00%−1,831−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,810−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−1,803−100.0%Sold out
Veritable, L.P.0$00.00%−1,773−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−1,600−100.0%Sold out
Winton Group Ltd0$00.00%−1,596−100.0%Sold out
Allen Investment Management LLC0$00.00%−1,573−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−1,562−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,500−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−1,497−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−1,464−100.0%Sold out
Wolverine Trading, LLC0$00.00%−1,391−100.0%Sold out
Empirical Finance, LLC0$00.00%−1,402−100.0%Sold out
Investors Asset Management of Georgia Inc0$00.00%−444−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−423−100.0%Sold out
Umb Bank N A0$00.00%−301−100.0%Sold out
Simplex Trading, LLC0$00.00%−170−100.0%Sold out
Benjamin Edwards Inc0$00.00%−149−100.0%Sold out
Riverview Trust Co0$00.00%−90−100.0%Sold out
Hudock, Inc.0$00.00%−75−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−44−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−49−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−26−100.0%Sold out
Evoke Wealth, LLC0$00.00%−23−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−23−100.0%Sold out
Howe & Rusling Inc0$00.00%−4−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−7−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−4−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−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