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, Q2 2023
Institutional positions in Assurant, Inc. as of Jun 30, 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
- 414
- −2 vs. Q1 2023
- Shares held
- 50.2M
- +160.0K (+0.3%) vs. Q1 2023
- Total value
- $6.30B
- +$268.6M (+4.5%) vs. Q1 2023
- New holders
- 47
- 129 more added
- Sold out
- 49
- 165 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 127,698 | $0 | 0.00% | +127,698 | New |
| Colonial Trust Advisors | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2 | $252 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 5 | $629 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $755 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $755 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $880 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 9 | $1.13K | 0.00% | −39−81.3% | Reduced |
| RFP Financial Group LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.38K | 0.00% | +5+83.3% | Added |
| Baystate Wealth Management LLC | 11 | $1.40K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.64K | 0.00% | +7+116.7% | Added |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $2.14K | 0.00% | −7−29.2% | Reduced |
| Sutton Wealth Advisors Inc. | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $2.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $2.51K | 0.00% | +13+185.7% | Added |
| Huntington National Bank | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $2.89K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $3.02K | 0.00% | +2+9.1% | Added |
| MV Capital Management, Inc. | 24 | $3.02K | 0.00% | +13+118.2% | Added |
| Westside Investment Management, Inc. | 25 | $3.14K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $3.14K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.39K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 28 | $3.52K | 0.00% | +4+16.7% | Added |
| Bell Investment Advisors, Inc | 29 | $3.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $3.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $3.90K | 0.00% | −6−16.2% | Reduced |
| Raleigh Capital Management Inc. | 31 | $3.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $4.15K | 0.00% | +24+266.7% | Added |
| Glassman Wealth Services | 38 | $4.78K | 0.00% | +11+40.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 36 | $5.00K | 0.00% | +36 | New |
| Farther Finance Advisors, LLC | 40 | $5.03K | 0.00% | −11−21.6% | Reduced |
| IFP Advisors, Inc | 54 | $5.08K | 0.00% | −13−19.4% | Reduced |
| FinTrust Capital Advisors, LLC | 43 | $5.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 47 | $5.92K | 0.00% | +15+46.9% | Added |
| GW&K Investment Management, LLC | 47 | $6.00K | 0.00% | +47 | New |
| Prestige Wealth Management Group LLC | 49 | $6.16K | 0.00% | +22+81.5% | Added |
| Massmutual Trust Co FSB | 53 | $6.66K | 0.00% | +23+76.7% | Added |
| SOA Wealth Advisors, LLC. | 54 | $6.82K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 55 | $6.92K | 0.00% | −375−87.2% | Reduced |
| West Paces Advisors Inc. | 62 | $7.79K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 70 | $9.00K | 0.00% | −32−31.4% | Reduced |
| Harvest Fund Management Co., Ltd | 87 | $11.0K | 0.00% | +87 | New |
| FIL Ltd | 95 | $11.9K | 0.00% | +42+79.2% | Added |
| Smithfield Trust Co | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $12.6K | 0.01% | +100 | New |
| Riverview Trust Co | 115 | $14.5K | 0.01% | +115 | New |
| Allworth Financial LP | 122 | $15.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $15.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 125 | $15.7K | 0.00% | +114+1,036.4% | Added |
| Desjardins Global Asset Management Inc. | 129 | $16.2K | 0.00% | −176−57.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 137 | $17.2K | 0.01% | −30−18.0% | Reduced |
| Simplex Trading, LLC | 146 | $18.0K | 0.00% | +146 | New |
| Hexagon Capital Partners LLC | 145 | $18.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 181 | $22.8K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 188 | $23.6K | 0.00% | +188 | New |
| Northwestern Mutual Wealth Management Co | 190 | $23.9K | 0.00% | +13+7.3% | Added |
| Parkside Financial Bank & Trust | 204 | $25.6K | 0.01% | +42+25.9% | Added |
| Ronald Blue Trust, Inc. | 248 | $29.0K | 0.00% | −851−77.4% | Reduced |
| TD Private Client Wealth LLC | 241 | $30.3K | 0.00% | +15+6.6% | Added |
| Quarry LP | 241 | $30.3K | 0.02% | +69+40.1% | Added |
| First Capital Advisors Group, LLC. | 253 | $31.8K | 0.02% | +253 | New |
| Covestor Ltd | 254 | $32.0K | 0.02% | +177+229.9% | Added |
| Capstone Investment Advisors, LLC | 262 | $32.9K | 0.00% | −25−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 273 | $34.3K | 0.00% | +273 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 281 | $35.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 289 | $36.3K | 0.03% | +289 | New |
| Acadian Asset Management LLC | 337 | $42.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 344 | $43.0K | 0.00% | +344 | New |
| Sentry Investment Management LLC | 365 | $46.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 379 | $47.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 397 | $49.9K | 0.04% | +397 | New |
| UniSuper Management Pty Ltd | 400 | $50.3K | 0.00% | +400 | New |
| GPS Wealth Strategies Group, LLC | 423 | $53.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 448 | $56.3K | 0.01% | +26+6.2% | Added |
| Federation des caisses Desjardins du Quebec | 474 | $59.6K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 500 | $62.9K | 0.01% | +500 | New |
| Quent Capital, LLC | 513 | $64.4K | 0.01% | +16+3.2% | Added |
| Ameritas Investment Partners, Inc. | 630 | $79.2K | 0.00% | −117−15.7% | Reduced |
| Valley National Advisers Inc | 705 | $89.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 717 | $90.1K | 0.00% | −32−4.3% | Reduced |
| Quadrant Capital Group LLC | 730 | $91.8K | 0.01% | +2+0.3% | Added |
| CWM, LLC | 902 | $113.0K | 0.00% | +373+70.5% | Added |
| Counterpoint Mutual Funds LLC | 938 | $117.9K | 0.11% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 978 | $123.0K | 0.00% | +79+8.8% | Added |
| Horizon Investments, LLC | 1,056 | $132.8K | 0.00% | +60+6.0% | Added |
| Ci Investments Inc. | 1,092 | $137.0K | 0.00% | +63+6.1% | Added |
| Thomas White International Ltd | 1,180 | $148.3K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 1,264 | $159.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,460 | $183.6K | 0.05% | −421−22.4% | Reduced |
| Bessemer Group Inc | 1,485 | $187.0K | 0.00% | +93+6.7% | Added |