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, Q1 2023
Institutional positions in Assurant, Inc. as of Mar 31, 2023. 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
- 417
- −2 vs. Q4 2022
- Shares held
- 50.1M
- −611.2K (−1.2%) vs. Q4 2022
- Total value
- $6.03B
- −$329.8M (−5.2%) vs. Q4 2022
- New holders
- 56
- 142 more added
- Sold out
- 58
- 156 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,206,491 | $865.3M | 0.02% | +157,576+2.2% | Added |
| BlackRock Inc. | 5,721,116 | $686.9M | 0.02% | +58,354+1.0% | Added |
| T. Rowe Price Investment Management, Inc. | 5,658,905 | $679.5M | 0.49% | −35,179−0.6% | Reduced |
| State Street Corp | 2,794,337 | $335.5M | 0.02% | −49,552−1.7% | Reduced |
| FMR LLC | 2,595,817 | $311.7M | 0.03% | −871,122−25.1% | Reduced |
| Bank of New York Mellon Corp | 1,840,386 | $221.0M | 0.05% | +19,626+1.1% | Added |
| Invesco Ltd. | 1,473,300 | $176.9M | 0.05% | +41,376+2.9% | Added |
| Massachusetts Financial Services Co | 1,410,341 | $169.3M | 0.06% | +10,510+0.8% | Added |
| Geode Capital Management, LLC | 1,213,676 | $145.8M | 0.02% | +27,511+2.3% | Added |
| Morgan Stanley | 1,071,079 | $128.6M | 0.01% | +164,432+18.1% | Added |
| Dimensional Fund Advisors LP | 920,734 | $110.5M | 0.04% | −1,490−0.2% | Reduced |
| Lyrical Asset Management LP | 868,890 | $104.3M | 2.03% | −26,485−3.0% | Reduced |
| Macquarie Group Ltd | 780,253 | $93.7M | 0.11% | +2240.0% | Added |
| Northern Trust Corp | 726,098 | $87.2M | 0.02% | −9,019−1.2% | Reduced |
| First Trust Advisors LP | 666,169 | $80.0M | 0.09% | +86,788+15.0% | Added |
| Price T Rowe Associates Inc | 634,742 | $76.2M | 0.01% | −205,187−24.4% | Reduced |
| Schroder Investment Management Group | 629,797 | $75.6M | 0.11% | +17,807+2.9% | Added |
| Norges Bank | 607,335 | $72.9M | 0.02% | +13,052+2.2% | Added |
| Bank of America Corp | 534,449 | $64.2M | 0.01% | +103,898+24.1% | Added |
| Millennium Management LLC | 447,250 | $53.7M | 0.06% | +219,787+96.6% | Added |
| Charles Schwab Investment Management Inc | 428,410 | $51.4M | 0.02% | +5,476+1.3% | Added |
| AQR Capital Management LLC | 400,727 | $47.9M | 0.11% | +82,943+26.1% | Added |
| TD Asset Management Inc | 388,248 | $46.6M | 0.06% | −11,151−2.8% | Reduced |
| California Public Employees Retirement System | 362,507 | $43.5M | 0.04% | −16,123−4.3% | Reduced |
| Wellington Management Group LLP | 346,743 | $41.6M | 0.01% | −81,309−19.0% | Reduced |
| Legal & General Group Plc | 343,436 | $41.2M | 0.01% | −29,186−7.8% | Reduced |
| Brown Advisory Inc | 312,274 | $37.5M | 0.06% | +7,405+2.4% | Added |
| Deutsche Bank AG | 311,202 | $37.4M | 0.02% | −21,031−6.3% | Reduced |
| Citadel Advisors LLC | 280,772 | $33.7M | 0.04% | +177,004+170.6% | Added |
| UBS Asset Management Americas Inc | 278,629 | $33.5M | 0.02% | −2,711−1.0% | Reduced |
| Los Angeles Capital Management LLC | 272,350 | $32.7M | 0.15% | +17,520+6.9% | Added |
| Nuveen Asset Management, LLC | 242,439 | $29.1M | 0.01% | +2,974+1.2% | Added |
| Federated Hermes, Inc. | 219,002 | $26.3M | 0.07% | −9,153−4.0% | Reduced |
| Swiss National Bank | 209,400 | $25.1M | 0.02% | −6,800−3.1% | Reduced |
| Neuberger Berman Group LLC | 207,202 | $24.9M | 0.02% | −360,397−63.5% | Reduced |
| Tobam | 202,692 | $24.3M | 1.60% | +14,756+7.9% | Added |
| Intech Investment Management LLC | 196,237 | $23.6M | 0.19% | −42,385−17.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 187,809 | $22.6M | 0.02% | −49,387−20.8% | Reduced |
| Brookfield Asset Management Inc. | 186,208 | $22.4M | 0.09% | +165,051+780.1% | Added |
| APG Asset Management N.V. | 201,067 | $22.2M | 0.05% | −10,674−5.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 180,942 | $21.7M | 1.54% | −2,547−1.4% | Reduced |
| Prana Capital Management, LP | 180,268 | $21.6M | 1.83% | +180,268 | New |
| HSBC Holdings PLC | 179,770 | $21.6M | 0.03% | +14,434+8.7% | Added |
| Point72 Asset Management, L.P. | 156,991 | $18.8M | 0.07% | +156,991 | New |
| Wedge Capital Management L L P | 156,719 | $18.8M | 0.32% | +6,484+4.3% | Added |
| Amundi | 140,478 | $16.7M | 0.01% | −10,324−6.8% | Reduced |
| Voloridge Investment Management, LLC | 136,958 | $16.4M | 0.08% | +37,414+37.6% | Added |
| Lord, Abbett & Co. LLC | 135,935 | $16.3M | 0.06% | −318,552−70.1% | Reduced |
| Man Group plc | – | $15.7M | 0.06% | – | – |
| Goldman Sachs Group Inc | 126,948 | $15.2M | 0.00% | +1,245+1.0% | Added |
| Citigroup Inc | 117,850 | $14.2M | 0.02% | +60,577+105.8% | Added |
| Thornburg Investment Management Inc | 117,304 | $14.1M | 0.23% | +1,062+0.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 117,170 | $14.1M | 0.90% | −100.0% | Reduced |
| Rhumbline Advisers | 116,121 | $13.9M | 0.02% | +2,900+2.6% | Added |
| Credit Suisse AG | 116,091 | $13.9M | 0.01% | −99−0.1% | Reduced |
| Hallmark Capital Management Inc | 113,781 | $13.7M | 1.24% | +1,641+1.5% | Added |
| Calamos Advisors LLC | 112,113 | $13.5M | 0.07% | −10,265−8.4% | Reduced |
| Kennedy Capital Management, Inc. | 108,818 | $13.1M | 0.38% | +7,166+7.0% | Added |
| Schonfeld Strategic Advisors LLC | 93,238 | $11.2M | 0.11% | +93,238 | New |
| California State Teachers Retirement System | 91,894 | $11.0M | 0.02% | −1,278−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 83,373 | $10.0M | 0.02% | +1,574+1.9% | Added |
| Barclays PLC | 79,592 | $9.56M | 0.01% | −38,956−32.9% | Reduced |
| BNP Paribas Arbitrage, SA | 78,672 | $9.45M | 0.02% | +4,735+6.4% | Added |
| JPMorgan Chase & Co | 76,931 | $9.24M | 0.00% | −17,352−18.4% | Reduced |
| Renaissance Technologies LLC | 74,300 | $8.92M | 0.01% | −65,800−47.0% | Reduced |
| Principal Financial Group Inc | 70,271 | $8.44M | 0.01% | −140−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 69,986 | $8.40M | 0.16% | +14,624+26.4% | Added |
| Guggenheim Capital LLC | 67,189 | $8.07M | 0.07% | −16,187−19.4% | Reduced |
| New York State Teachers Retirement System | 66,585 | $8.00M | 0.02% | −3,871−5.5% | Reduced |
| Alliancebernstein L.P. | 66,476 | $7.98M | 0.00% | +889+1.4% | Added |
| New York State Common Retirement Fund | 64,999 | $7.80M | 0.01% | −1,951−2.9% | Reduced |
| Ossiam | 64,212 | $7.71M | 0.16% | +58,410+1,006.7% | Added |
| Voya Investment Management LLC | 63,531 | $7.63M | 0.01% | −1,633−2.5% | Reduced |
| Prudential Financial Inc | 48,534 | $7.56M | 0.01% | +544+1.1% | Added |
| Boston Partners | 61,515 | $7.39M | 0.01% | −4,914−7.4% | Reduced |
| Aviva PLC | 60,482 | $7.26M | 0.03% | −5,946−9.0% | Reduced |
| Toronto Dominion Bank | 59,815 | $7.18M | 0.01% | +29,705+98.7% | Added |
| Advantage Alpha Capital Partners LP | 56,462 | $6.78M | 1.41% | +56,462 | New |
| Commerce Bank | 56,409 | $6.77M | 0.05% | +8,269+17.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 53,990 | $6.48M | 0.09% | +2,100+4.0% | Added |
| Bridgewater Associates, LP | 53,965 | $6.48M | 0.04% | −873−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 51,659 | $6.20M | 0.01% | −3,620−6.5% | Reduced |
| Swiss Life Asset Management Ltd | 48,547 | $5.83M | 0.09% | +43,378+839.2% | Added |
| Ameriprise Financial Inc | 47,615 | $5.72M | 0.00% | +8,299+21.1% | Added |
| Squarepoint Ops LLC | 45,608 | $5.48M | 0.04% | −88,273−65.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44,237 | $5.31M | 0.01% | +8,880+25.1% | Added |
| State of Wisconsin Investment Board | 44,049 | $5.29M | 0.02% | +14,451+48.8% | Added |
| Holocene Advisors, LP | 43,484 | $5.22M | 0.03% | +11,091+34.2% | Added |
| Shay Capital LLC | 43,333 | $5.20M | 2.16% | +30,333+233.3% | Added |
| Oak Associates, Ltd | 42,551 | $5.11M | 0.42% | −325−0.8% | Reduced |
| Gotham Asset Management, LLC | 41,706 | $5.01M | 0.12% | +17,472+72.1% | Added |
| Royal Bank of Canada | 39,974 | $4.80M | 0.00% | −16,999−29.8% | Reduced |
| Russell Investments Group, Ltd. | 38,712 | $4.64M | 0.01% | −38,524−49.9% | Reduced |
| Andra AP-fonden | 38,600 | $4.63M | 0.12% | −11,700−23.3% | Reduced |
| Manufacturers Life Insurance Company, The | 37,855 | $4.55M | 0.00% | −1,195−3.1% | Reduced |
| Berger Financial Group, Inc | 36,831 | $4.42M | 0.53% | +5,303+16.8% | Added |
| Pictet Asset Management SA | 36,536 | $4.39M | 0.01% | +10,248+39.0% | Added |
| CI Private Wealth, LLC | 35,170 | $4.22M | 0.01% | −70−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 34,381 | $4.13M | 0.29% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 29,533 | $3.69M | 0.78% | 00.0% | Unchanged |