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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 1,826 | $219.2K | 0.00% | +1,826 | New |
| Ifrah Financial Services, Inc. | 1,753 | $210.5K | 0.07% | −51−2.8% | Reduced |
| Calamos Wealth Management LLC | 1,736 | $208.4K | 0.02% | −6−0.3% | Reduced |
| Ieq Capital, LLC | 1,719 | $206.4K | 0.00% | +1,719 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,680 | $201.7K | 0.01% | +1,680 | New |
| Veritable, L.P. | 1,670 | $200.5K | 0.00% | +1,670 | New |
| Steel Peak Wealth Management LLC | 1,667 | $200.2K | 0.01% | −6,103−78.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,662 | $199.6K | 0.01% | +6+0.4% | Added |
| Banque Cantonale Vaudoise | 1,596 | $192.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,570 | $188.5K | 0.00% | −144−8.4% | Reduced |
| Meeder Asset Management Inc | 1,517 | $182.1K | 0.01% | −103−6.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,410 | $169.0K | 0.00% | +1,410 | New |
| Bessemer Group Inc | 1,392 | $168.0K | 0.00% | −834−37.5% | Reduced |
| Pinebridge Investments, L.P. | 1,304 | $156.6K | 0.00% | +1,304 | New |
| Vestcor Inc | 1,264 | $152.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,256 | $150.8K | 0.00% | −308−19.7% | Reduced |
| Thomas White International Ltd | 1,180 | $141.7K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,170 | $140.5K | 0.01% | +1,170 | New |
| Ronald Blue Trust, Inc. | 1,099 | $137.0K | 0.00% | +126+12.9% | Added |
| Machina Capital S.A.S. | 1,115 | $133.9K | 0.12% | +1,115 | New |
| Ci Investments Inc. | 1,029 | $124.0K | 0.00% | +6+0.6% | Added |
| Horizon Investments, LLC | 996 | $119.6K | 0.00% | +996 | New |
| Robeco Institutional Asset Management B.V. | 969 | $116.3K | 0.00% | −7,306−88.3% | Reduced |
| Counterpoint Mutual Funds LLC | 937 | $112.5K | 0.10% | +937 | New |
| Steward Partners Investment Advisory, LLC | 899 | $108.0K | 0.00% | −66−6.8% | Reduced |
| US Bancorp | 749 | $89.9K | 0.00% | −14−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 747 | $89.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 728 | $87.4K | 0.01% | +15+2.1% | Added |
| Valley National Advisers Inc | 705 | $83.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 555 | $66.6K | 0.00% | −107−16.2% | Reduced |
| CWM, LLC | 529 | $64.0K | 0.00% | +79+17.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 496 | $60.0K | 0.02% | +1+0.2% | Added |
| Quent Capital, LLC | 497 | $59.6K | 0.01% | −12−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 474 | $56.9K | 0.00% | +474 | New |
| Arcadia Investment Management Corp | 430 | $51.6K | 0.01% | −60−12.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 423 | $50.8K | 0.01% | +423 | New |
| EverSource Wealth Advisors, LLC | 422 | $50.7K | 0.01% | −16−3.7% | Reduced |
| Gradient Investments LLC | 379 | $45.5K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 365 | $44.0K | 0.02% | −25−6.4% | Reduced |
| PEAK6 Investments LLC | 337 | $40.5K | 0.00% | +337 | New |
| Acadian Asset Management LLC | 337 | $40.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 305 | $37.0K | 0.00% | +305 | New |
| TFC Financial Management | 299 | $35.9K | 0.01% | +299 | New |
| Capstone Investment Advisors, LLC | 287 | $34.5K | 0.00% | +287 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 281 | $34.0K | 0.00% | −3,210−92.0% | Reduced |
| Ellevest, Inc. | 244 | $29.3K | 0.00% | +229+1,526.7% | Added |
| Achmea Investment Management B.V. | 247 | $29.0K | 0.00% | −10,424−97.7% | Reduced |
| TD Private Client Wealth LLC | 226 | $27.1K | 0.00% | −15−6.2% | Reduced |
| Old North State Trust, LLC | 226 | $27.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $21.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 177 | $21.3K | 0.00% | −5−2.7% | Reduced |
| Belpointe Asset Management LLC | 173 | $20.8K | 0.00% | +171+8,550.0% | Added |
| Quarry LP | 172 | $20.7K | 0.01% | +172 | New |
| Newbridge Financial Services Group, Inc. | 167 | $20.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 162 | $19.5K | 0.01% | −22−12.0% | Reduced |
| Hexagon Capital Partners LLC | 145 | $17.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $14.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 102 | $12.0K | 0.00% | +49+92.5% | Added |
| Smithfield Trust Co | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 77 | $9.24K | 0.00% | −3,906−98.1% | Reduced |
| Covestor Ltd | 77 | $9.00K | 0.01% | +1+1.3% | Added |
| West Paces Advisors Inc. | 62 | $7.44K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $6.51K | 0.00% | −20−27.0% | Reduced |
| FIL Ltd | 53 | $6.36K | 0.00% | −234−81.5% | Reduced |
| IFP Advisors, Inc | 67 | $6.30K | 0.00% | −408−85.9% | Reduced |
| Farther Finance Advisors, LLC | 51 | $6.12K | 0.00% | −1−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 48 | $5.76K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 43 | $5.38K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $4.56K | 0.00% | +38 | New |
| Versant Capital Management, Inc | 37 | $4.43K | 0.00% | +6+19.4% | Added |
| SRS Capital Advisors, Inc. | 32 | $3.84K | 0.00% | +32 | New |
| Raleigh Capital Management Inc. | 31 | $3.75K | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 30 | $3.60K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $3.60K | 0.00% | +17+130.8% | Added |
| Bell Investment Advisors, Inc | 29 | $3.48K | 0.00% | +11+61.1% | Added |
| Prestige Wealth Management Group LLC | 27 | $3.24K | 0.00% | −9−25.0% | Reduced |
| Glassman Wealth Services | 27 | $3.24K | 0.00% | −5−15.6% | Reduced |
| Earnest Partners LLC | 27 | $3.24K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $3.00K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 24 | $2.88K | 0.00% | −11−31.4% | Reduced |
| Parallel Advisors, LLC | 24 | $2.88K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 24 | $2.88K | 0.00% | +24 | New |
| Harbour Investments, Inc. | 23 | $2.76K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $2.76K | 0.00% | +23 | New |
| Manchester Capital Management LLC | 22 | $2.64K | 0.00% | +22 | New |
| Lindbrook Capital, LLC | 21 | $2.52K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 21 | $2.52K | 0.00% | +7+50.0% | Added |
| Colonial Trust Co | 19 | $2.25K | 0.00% | −101−84.2% | Reduced |
| Schubert & Co | 18 | $2.16K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 18 | $2.16K | 0.00% | +18 | New |
| Sutton Wealth Advisors Inc. | 17 | $2.04K | 0.00% | −2−10.5% | Reduced |
| Steward Financial Group LLC | 22 | $2.00K | 0.00% | +13+144.4% | Added |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| BerganKDV Wealth Management, LLC | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11 | $1.32K | 0.00% | −9−45.0% | Reduced |