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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 7,502 | $900.8K | 0.01% | +7+0.1% | Added |
| Westpac Banking Corp | 7,321 | $879.0K | 0.01% | +232+3.3% | Added |
| Baird Financial Group, Inc. | 7,283 | $874.5K | 0.00% | +392+5.7% | Added |
| State of Alaska, Department of Revenue | 7,279 | $873.0K | 0.01% | −107−1.4% | Reduced |
| 1832 Asset Management L.P. | 7,184 | $862.6K | 0.00% | −361−4.8% | Reduced |
| Gulf International Bank (UK) Ltd | 7,078 | $849.0K | 0.02% | −1,825−20.5% | Reduced |
| DFPG Investments, LLC | 7,000 | $840.5K | 0.09% | +4,866+228.0% | Added |
| CIBC World Markets Corp | 6,940 | $833.3K | 0.01% | −10,507−60.2% | Reduced |
| Bank of Nova Scotia | 6,912 | $829.9K | 0.00% | −278−3.9% | Reduced |
| Asset Management Group, Inc. | 6,899 | $828.4K | 0.18% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,715 | $806.0K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,693 | $804.0K | 0.20% | +3,101+86.3% | Added |
| Ethic Inc. | 6,459 | $775.5K | 0.03% | +4,731+273.8% | Added |
| Caisse de Depot Et Placement du Quebec | 6,453 | $774.8K | 0.00% | −5,400−45.6% | Reduced |
| Illinois Municipal Retirement Fund | 6,431 | $772.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,398 | $768.2K | 0.00% | −4,257−40.0% | Reduced |
| TownSquare Capital, LLC | 6,264 | $752.1K | 0.02% | +875+16.2% | Added |
| Czech National Bank | 6,224 | $747.3K | 0.02% | +40+0.6% | Added |
| Empowered Funds, LLC | 6,192 | $743.5K | 0.04% | +423+7.3% | Added |
| Northwest & Ethical Investments L.P. | 6,171 | $741.0K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,167 | $740.5K | 0.01% | +513+9.1% | Added |
| Numerai GP LLC | 5,991 | $719.3K | 0.24% | +5,991 | New |
| Teacher Retirement System of Texas | 5,876 | $706.0K | 0.00% | −49−0.8% | Reduced |
| 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 |
| Hartford Investment Management Co | 5,579 | $669.9K | 0.02% | +124+2.3% | Added |
| Teachers Retirement System of the State of Kentucky | 5,385 | $647.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,314 | $638.0K | 0.00% | −4,617−46.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,272 | $633.0K | 0.02% | +887+20.2% | Added |
| Bradley Foster & Sargent Inc | 5,241 | $629.3K | 0.02% | −6,822−56.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,228 | $628.0K | 0.01% | −329−5.9% | Reduced |
| Cubic Asset Management, LLC | 5,100 | $612.4K | 0.17% | 00.0% | Unchanged |
| Nordea Investment Management AB | 5,111 | $611.2K | 0.00% | +1,037+25.5% | Added |
| Prudential PLC | 5,083 | $610.3K | 0.01% | +1,134+28.7% | Added |
| National Wealth Management Group, LLC | 4,514 | $584.9K | 0.67% | +4,514 | New |
| Allianz Asset Management GmbH | 4,807 | $577.2K | 0.00% | +4,807 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,772 | $573.0K | 0.01% | +87+1.9% | Added |
| British Columbia Investment Management Corp | 4,761 | $571.7K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 4,688 | $563.0K | 0.00% | +449+10.6% | Added |
| Oppenheimer Asset Management Inc. | 4,615 | $554.1K | 0.01% | −58−1.2% | Reduced |
| Stifel Financial Corp | 4,468 | $536.5K | 0.00% | −1,160−20.6% | Reduced |
| SG Americas Securities, LLC | 4,451 | $534.0K | 0.01% | +751+20.3% | Added |
| Signaturefd, LLC | 4,332 | $520.2K | 0.01% | +17+0.4% | Added |
| Securian Asset Management, Inc | 4,258 | $511.3K | 0.01% | +100+2.4% | Added |
| Yarbrough Capital, LLC | 4,223 | $507.1K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,177 | $502.0K | 0.02% | −6−0.1% | Reduced |
| Everence Capital Management Inc | 4,170 | $501.0K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,162 | $499.7K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,080 | $489.9K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 4,073 | $489.0K | 0.50% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $480.3K | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,951 | $474.0K | 0.00% | +304+8.3% | Added |
| KBC Group NV | 3,914 | $470.0K | 0.00% | −2,275−36.8% | Reduced |
| Fox Run Management, L.L.C. | 3,893 | $467.4K | 0.15% | −931−19.3% | Reduced |
| M&G Investment Management Ltd | 3,793 | $455.2K | 0.00% | −2,430−39.0% | Reduced |
| Captrust Financial Advisors | 3,619 | $434.6K | 0.00% | +194+5.7% | Added |
| National Bank of Canada | 3,597 | $431.9K | 0.00% | +2,056+133.4% | Added |
| Truist Financial Corp | 3,441 | $413.2K | 0.00% | −197−5.4% | Reduced |
| Perpetual Ltd | 3,414 | $409.9K | 0.00% | +3,414 | New |
| Louisiana State Employees Retirement System | 3,400 | $408.2K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,329 | $399.7K | 0.01% | +170+5.4% | Added |
| Pacer Advisors, Inc. | 3,278 | $393.6K | 0.00% | +1,958+148.3% | Added |
| Red Spruce Capital, LLC | 3,216 | $386.1K | 0.23% | +3,216 | New |
| Metis Global Partners, LLC | 3,181 | $381.9K | 0.02% | +3,181 | New |
| Symmetry Partners, LLC | 2,985 | $358.0K | 0.02% | 00.0% | Unchanged |
| Edmp, Inc. | 2,897 | $347.9K | 0.35% | +7+0.2% | Added |
| Burney Co | 2,856 | $342.9K | 0.02% | −354−11.0% | Reduced |
| Norinchukin Bank, The | 2,809 | $337.3K | 0.01% | +74+2.7% | Added |
| SRB Corp | 2,782 | $334.0K | 0.02% | −757−21.4% | Reduced |
| Bridgefront Capital, LLC | 2,775 | $333.2K | 0.20% | −58−2.0% | Reduced |
| Savant Capital, LLC | 2,745 | $329.6K | 0.01% | +201+7.9% | Added |
| Quadrature Capital Ltd | 2,703 | $324.5K | 0.01% | −7,247−72.8% | Reduced |
| Teza Capital Management LLC | 2,668 | $320.3K | 0.07% | +2,668 | New |
| CWM Advisors, LLC | 2,578 | $309.5K | 0.04% | +417+19.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,529 | $303.7K | 0.06% | +2,529 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,471 | $297.0K | 0.02% | −6,073−71.1% | Reduced |
| Mercer Global Advisors Inc | 2,466 | $296.0K | 0.00% | −988−28.6% | Reduced |
| Franklin Resources Inc | 2,462 | $295.6K | 0.00% | −8−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,459 | $295.3K | 0.00% | +96+4.1% | Added |
| Boston Private Wealth LLC | 2,417 | $290.2K | 0.00% | −49−2.0% | Reduced |
| New Mexico Educational Retirement Board | 2,411 | $289.0K | 0.01% | −100−4.0% | Reduced |
| Advisor Partners II, LLC | 2,398 | $287.9K | 0.02% | +685+40.0% | Added |
| Arrow Investment Advisors, LLC | 2,390 | $287.0K | 0.21% | +296+14.1% | Added |
| Metropolitan Life Insurance Co | 2,362 | $283.6K | 0.01% | −693−22.7% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,313 | $274.6K | 0.26% | −3,323−59.0% | Reduced |
| Victory Capital Management Inc | 2,266 | $272.1K | 0.00% | −817−26.5% | Reduced |
| Petrus Trust Company, LTA | 2,170 | $260.6K | 0.03% | +2,170 | New |
| Raymond James Financial Services Advisors, Inc. | 2,145 | $257.6K | 0.00% | −606−22.0% | Reduced |
| E. Ohman J:or Asset Management AB | 2,100 | $252.1K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,100 | $252.0K | 0.02% | +2,100 | New |
| Commonwealth Equity Services, LLC | 2,089 | $250.0K | 0.00% | −119−5.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,038 | $244.7K | 0.01% | −21−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,959 | $234.0K | 0.00% | +667+51.6% | Added |
| Davis R M Inc | 1,911 | $229.0K | 0.01% | −150−7.3% | Reduced |
| Creative Planning | 1,886 | $226.5K | 0.00% | +96+5.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,880 | $226.0K | 0.02% | −27−1.4% | Reduced |
| State of Wyoming | 1,881 | $225.9K | 0.07% | +1,627+640.6% | Added |
| Echo Street Capital Management LLC | 1,864 | $223.8K | 0.00% | +1,864 | New |
| Centiva Capital, LP | 1,862 | $223.6K | 0.01% | −2,711−59.3% | Reduced |
| M&T Bank Corp | 1,828 | $219.5K | 0.00% | +141+8.4% | Added |