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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,256 | $150.8K | 0.00% | −308−19.7% | Reduced |
| Vestcor Inc | 1,264 | $152.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,304 | $156.6K | 0.00% | +1,304 | New |
| Bessemer Group Inc | 1,392 | $168.0K | 0.00% | −834−37.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,410 | $169.0K | 0.00% | +1,410 | New |
| Meeder Asset Management Inc | 1,517 | $182.1K | 0.01% | −103−6.4% | Reduced |
| Fifth Third Bancorp | 1,570 | $188.5K | 0.00% | −144−8.4% | Reduced |
| Banque Cantonale Vaudoise | 1,596 | $192.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 1,662 | $199.6K | 0.01% | +6+0.4% | Added |
| Steel Peak Wealth Management LLC | 1,667 | $200.2K | 0.01% | −6,103−78.5% | Reduced |
| Veritable, L.P. | 1,670 | $200.5K | 0.00% | +1,670 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,680 | $201.7K | 0.01% | +1,680 | New |
| Ieq Capital, LLC | 1,719 | $206.4K | 0.00% | +1,719 | New |
| Calamos Wealth Management LLC | 1,736 | $208.4K | 0.02% | −6−0.3% | Reduced |
| Ifrah Financial Services, Inc. | 1,753 | $210.5K | 0.07% | −51−2.8% | Reduced |
| Allen Investment Management LLC | 1,826 | $219.2K | 0.00% | +1,826 | New |
| M&T Bank Corp | 1,828 | $219.5K | 0.00% | +141+8.4% | Added |
| Centiva Capital, LP | 1,862 | $223.6K | 0.01% | −2,711−59.3% | Reduced |
| Echo Street Capital Management LLC | 1,864 | $223.8K | 0.00% | +1,864 | New |
| State of Wyoming | 1,881 | $225.9K | 0.07% | +1,627+640.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,880 | $226.0K | 0.02% | −27−1.4% | Reduced |
| Creative Planning | 1,886 | $226.5K | 0.00% | +96+5.4% | Added |
| Davis R M Inc | 1,911 | $229.0K | 0.01% | −150−7.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,959 | $234.0K | 0.00% | +667+51.6% | Added |
| Beacon Investment Advisory Services, Inc. | 2,038 | $244.7K | 0.01% | −21−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,089 | $250.0K | 0.00% | −119−5.4% | Reduced |
| Aquatic Capital Management LLC | 2,100 | $252.0K | 0.02% | +2,100 | New |
| E. Ohman J:or Asset Management AB | 2,100 | $252.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,145 | $257.6K | 0.00% | −606−22.0% | Reduced |
| Petrus Trust Company, LTA | 2,170 | $260.6K | 0.03% | +2,170 | New |
| Victory Capital Management Inc | 2,266 | $272.1K | 0.00% | −817−26.5% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,313 | $274.6K | 0.26% | −3,323−59.0% | Reduced |
| Metropolitan Life Insurance Co | 2,362 | $283.6K | 0.01% | −693−22.7% | Reduced |
| Arrow Investment Advisors, LLC | 2,390 | $287.0K | 0.21% | +296+14.1% | Added |
| Advisor Partners II, LLC | 2,398 | $287.9K | 0.02% | +685+40.0% | Added |
| New Mexico Educational Retirement Board | 2,411 | $289.0K | 0.01% | −100−4.0% | Reduced |
| Boston Private Wealth LLC | 2,417 | $290.2K | 0.00% | −49−2.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,459 | $295.3K | 0.00% | +96+4.1% | Added |
| Franklin Resources Inc | 2,462 | $295.6K | 0.00% | −8−0.3% | Reduced |
| Mercer Global Advisors Inc | 2,466 | $296.0K | 0.00% | −988−28.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,471 | $297.0K | 0.02% | −6,073−71.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,529 | $303.7K | 0.06% | +2,529 | New |
| CWM Advisors, LLC | 2,578 | $309.5K | 0.04% | +417+19.3% | Added |
| Teza Capital Management LLC | 2,668 | $320.3K | 0.07% | +2,668 | New |
| Quadrature Capital Ltd | 2,703 | $324.5K | 0.01% | −7,247−72.8% | Reduced |
| Savant Capital, LLC | 2,745 | $329.6K | 0.01% | +201+7.9% | Added |
| Bridgefront Capital, LLC | 2,775 | $333.2K | 0.20% | −58−2.0% | Reduced |
| SRB Corp | 2,782 | $334.0K | 0.02% | −757−21.4% | Reduced |
| Norinchukin Bank, The | 2,809 | $337.3K | 0.01% | +74+2.7% | Added |
| Burney Co | 2,856 | $342.9K | 0.02% | −354−11.0% | Reduced |
| Edmp, Inc. | 2,897 | $347.9K | 0.35% | +7+0.2% | Added |
| Symmetry Partners, LLC | 2,985 | $358.0K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,181 | $381.9K | 0.02% | +3,181 | New |
| Red Spruce Capital, LLC | 3,216 | $386.1K | 0.23% | +3,216 | New |
| Pacer Advisors, Inc. | 3,278 | $393.6K | 0.00% | +1,958+148.3% | Added |
| Vident Investment Advisory, LLC | 3,329 | $399.7K | 0.01% | +170+5.4% | Added |
| Louisiana State Employees Retirement System | 3,400 | $408.2K | 0.01% | 00.0% | Unchanged |
| Perpetual Ltd | 3,414 | $409.9K | 0.00% | +3,414 | New |
| Truist Financial Corp | 3,441 | $413.2K | 0.00% | −197−5.4% | Reduced |
| National Bank of Canada | 3,597 | $431.9K | 0.00% | +2,056+133.4% | Added |
| Captrust Financial Advisors | 3,619 | $434.6K | 0.00% | +194+5.7% | Added |
| M&G Investment Management Ltd | 3,793 | $455.2K | 0.00% | −2,430−39.0% | Reduced |
| Fox Run Management, L.L.C. | 3,893 | $467.4K | 0.15% | −931−19.3% | Reduced |
| KBC Group NV | 3,914 | $470.0K | 0.00% | −2,275−36.8% | Reduced |
| Daiwa Securities Group Inc. | 3,951 | $474.0K | 0.00% | +304+8.3% | Added |
| RBF Capital, LLC | 4,000 | $480.3K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 4,073 | $489.0K | 0.50% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,080 | $489.9K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,162 | $499.7K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,170 | $501.0K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,177 | $502.0K | 0.02% | −6−0.1% | Reduced |
| Yarbrough Capital, LLC | 4,223 | $507.1K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,258 | $511.3K | 0.01% | +100+2.4% | Added |
| Signaturefd, LLC | 4,332 | $520.2K | 0.01% | +17+0.4% | Added |
| SG Americas Securities, LLC | 4,451 | $534.0K | 0.01% | +751+20.3% | Added |
| Stifel Financial Corp | 4,468 | $536.5K | 0.00% | −1,160−20.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,615 | $554.1K | 0.01% | −58−1.2% | Reduced |
| Mariner, LLC | 4,688 | $563.0K | 0.00% | +449+10.6% | Added |
| British Columbia Investment Management Corp | 4,761 | $571.7K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,772 | $573.0K | 0.01% | +87+1.9% | Added |
| Allianz Asset Management GmbH | 4,807 | $577.2K | 0.00% | +4,807 | New |
| National Wealth Management Group, LLC | 4,514 | $584.9K | 0.67% | +4,514 | New |
| Prudential PLC | 5,083 | $610.3K | 0.01% | +1,134+28.7% | Added |
| Nordea Investment Management AB | 5,111 | $611.2K | 0.00% | +1,037+25.5% | Added |
| Cubic Asset Management, LLC | 5,100 | $612.4K | 0.17% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,228 | $628.0K | 0.01% | −329−5.9% | Reduced |
| Bradley Foster & Sargent Inc | 5,241 | $629.3K | 0.02% | −6,822−56.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,272 | $633.0K | 0.02% | +887+20.2% | Added |
| The PNC Financial Services Group, Inc. | 5,314 | $638.0K | 0.00% | −4,617−46.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,385 | $647.0K | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 5,579 | $669.9K | 0.02% | +124+2.3% | Added |
| Brinker Capital Investments, LLC | 5,825 | $699.4K | 0.01% | +160+2.8% | Added |
| Orion Portfolio Solutions, LLC | 5,825 | $699.4K | 0.01% | +5,825 | New |
| Teacher Retirement System of Texas | 5,876 | $706.0K | 0.00% | −49−0.8% | Reduced |
| Numerai GP LLC | 5,991 | $719.3K | 0.24% | +5,991 | New |
| Ontario Teachers Pension Plan Board | 6,167 | $740.5K | 0.01% | +513+9.1% | Added |
| Northwest & Ethical Investments L.P. | 6,171 | $741.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,192 | $743.5K | 0.04% | +423+7.3% | Added |
| Czech National Bank | 6,224 | $747.3K | 0.02% | +40+0.6% | Added |
| TownSquare Capital, LLC | 6,264 | $752.1K | 0.02% | +875+16.2% | Added |