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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 760,100 | $95.6M | 0.11% | −20,153−2.6% | Reduced |
| Lyrical Asset Management LP | 805,060 | $101.2M | 1.89% | −63,830−7.3% | Reduced |
| Dimensional Fund Advisors LP | 894,473 | $112.5M | 0.04% | −26,261−2.9% | Reduced |
| Morgan Stanley | 965,135 | $121.3M | 0.01% | −105,944−9.9% | Reduced |
| Price T Rowe Associates Inc | 1,082,185 | $136.1M | 0.02% | +447,443+70.5% | Added |
| Invesco Ltd. | 1,108,204 | $139.3M | 0.04% | −365,096−24.8% | Reduced |
| Geode Capital Management, LLC | 1,253,501 | $157.5M | 0.02% | +39,825+3.3% | Added |
| Massachusetts Financial Services Co | 1,756,373 | $220.8M | 0.07% | +346,032+24.5% | Added |
| FMR LLC | 2,556,412 | $321.4M | 0.03% | −39,405−1.5% | Reduced |
| Bank of New York Mellon Corp | 2,665,168 | $335.1M | 0.07% | +824,782+44.8% | Added |
| State Street Corp | 2,782,995 | $349.9M | 0.02% | −11,342−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,669,032 | $712.7M | 0.49% | +10,127+0.2% | Added |
| BlackRock Inc. | 5,735,362 | $721.0M | 0.02% | +14,246+0.2% | Added |
| Vanguard Group Inc | 6,996,410 | $879.6M | 0.02% | −210,081−2.9% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −156,991−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −135,935−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −34,381−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −20,847−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −17,559−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −10,566−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,166−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,433−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,266−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −8,843−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −7,321−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −7,184−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,192−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,171−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −5,241−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,514−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −3,414−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Red Spruce Capital, LLC | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Cognios Beta Neutral Large Cap Fund, LP | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,821−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |