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 |
|---|---|---|---|---|---|
| AXA S.A. | 1,727 | $217.1K | 0.00% | +1,727 | New |
| Calamos Wealth Management LLC | 1,722 | $216.5K | 0.02% | −14−0.8% | Reduced |
| M&T Bank Corp | 1,718 | $216.0K | 0.00% | −110−6.0% | Reduced |
| Axq Capital, LP | 1,711 | $215.1K | 0.27% | +1,711 | New |
| Ieq Capital, LLC | 1,703 | $214.1K | 0.00% | −16−0.9% | Reduced |
| Sherbrooke Park Advisers LLC | 1,700 | $213.7K | 0.11% | +1,700 | New |
| LPL Financial LLC | 1,679 | $211.1K | 0.00% | +1,679 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,677 | $210.8K | 0.01% | +15+0.9% | Added |
| Empirical Finance, LLC | 1,659 | $208.6K | 0.02% | +1,659 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,656 | $208.2K | 0.00% | +1,656 | New |
| Veritable, L.P. | 1,652 | $207.7K | 0.00% | −18−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,607 | $202.0K | 0.00% | +1,607 | New |
| Banque Cantonale Vaudoise | 1,596 | $201.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,517 | $190.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,485 | $187.0K | 0.00% | +93+6.7% | Added |
| State of Wyoming | 1,460 | $183.6K | 0.05% | −421−22.4% | Reduced |
| Vestcor Inc | 1,264 | $159.0K | 0.01% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,180 | $148.3K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,092 | $137.0K | 0.00% | +63+6.1% | Added |
| Horizon Investments, LLC | 1,056 | $132.8K | 0.00% | +60+6.0% | Added |
| Steward Partners Investment Advisory, LLC | 978 | $123.0K | 0.00% | +79+8.8% | Added |
| Counterpoint Mutual Funds LLC | 938 | $117.9K | 0.11% | +1+0.1% | Added |
| CWM, LLC | 902 | $113.0K | 0.00% | +373+70.5% | Added |
| Quadrant Capital Group LLC | 730 | $91.8K | 0.01% | +2+0.3% | Added |
| US Bancorp | 717 | $90.1K | 0.00% | −32−4.3% | Reduced |
| Valley National Advisers Inc | 705 | $89.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 630 | $79.2K | 0.00% | −117−15.7% | Reduced |
| Quent Capital, LLC | 513 | $64.4K | 0.01% | +16+3.2% | Added |
| Globeflex Capital L P | 500 | $62.9K | 0.01% | +500 | New |
| Federation des caisses Desjardins du Quebec | 474 | $59.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 448 | $56.3K | 0.01% | +26+6.2% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $53.2K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 400 | $50.3K | 0.00% | +400 | New |
| V-Square Quantitative Management LLC | 397 | $49.9K | 0.04% | +397 | New |
| Gradient Investments LLC | 379 | $47.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 365 | $46.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 344 | $43.0K | 0.00% | +344 | New |
| Acadian Asset Management LLC | 337 | $42.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 289 | $36.3K | 0.03% | +289 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 281 | $35.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 273 | $34.3K | 0.00% | +273 | New |
| Capstone Investment Advisors, LLC | 262 | $32.9K | 0.00% | −25−8.7% | Reduced |
| Covestor Ltd | 254 | $32.0K | 0.02% | +177+229.9% | Added |
| First Capital Advisors Group, LLC. | 253 | $31.8K | 0.02% | +253 | New |
| 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 |
| Ronald Blue Trust, Inc. | 248 | $29.0K | 0.00% | −851−77.4% | Reduced |
| Parkside Financial Bank & Trust | 204 | $25.6K | 0.01% | +42+25.9% | Added |
| Northwestern Mutual Wealth Management Co | 190 | $23.9K | 0.00% | +13+7.3% | Added |
| Kapitalo Investimentos Ltda | 188 | $23.6K | 0.00% | +188 | New |
| Laurel Wealth Advisors LLC | 181 | $22.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 145 | $18.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 146 | $18.0K | 0.00% | +146 | New |
| Newbridge Financial Services Group, Inc. | 137 | $17.2K | 0.01% | −30−18.0% | Reduced |
| Desjardins Global Asset Management Inc. | 129 | $16.2K | 0.00% | −176−57.7% | Reduced |
| 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 |
| Allworth Financial LP | 122 | $15.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $14.5K | 0.01% | +115 | New |
| AM Squared Ltd | 100 | $12.6K | 0.01% | +100 | New |
| Smithfield Trust Co | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 95 | $11.9K | 0.00% | +42+79.2% | Added |
| Harvest Fund Management Co., Ltd | 87 | $11.0K | 0.00% | +87 | New |
| Clear Street Markets LLC | 70 | $9.00K | 0.00% | −32−31.4% | Reduced |
| West Paces Advisors Inc. | 62 | $7.79K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 55 | $6.92K | 0.00% | −375−87.2% | Reduced |
| SOA Wealth Advisors, LLC. | 54 | $6.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $6.66K | 0.00% | +23+76.7% | Added |
| Prestige Wealth Management Group LLC | 49 | $6.16K | 0.00% | +22+81.5% | Added |
| GW&K Investment Management, LLC | 47 | $6.00K | 0.00% | +47 | New |
| SRS Capital Advisors, Inc. | 47 | $5.92K | 0.00% | +15+46.9% | Added |
| FinTrust Capital Advisors, LLC | 43 | $5.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $5.08K | 0.00% | −13−19.4% | Reduced |
| Farther Finance Advisors, LLC | 40 | $5.03K | 0.00% | −11−21.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 36 | $5.00K | 0.00% | +36 | New |
| Glassman Wealth Services | 38 | $4.78K | 0.00% | +11+40.7% | Added |
| JFS Wealth Advisors, LLC | 33 | $4.15K | 0.00% | +24+266.7% | Added |
| Raleigh Capital Management Inc. | 31 | $3.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $3.90K | 0.00% | −6−16.2% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $3.65K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 28 | $3.52K | 0.00% | +4+16.7% | Added |
| Earnest Partners LLC | 27 | $3.39K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $3.14K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $3.14K | 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 |
| Harbour Investments, Inc. | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $2.89K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $2.51K | 0.00% | +13+185.7% | Added |
| Colonial Trust Co | 19 | $2.37K | 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 |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.64K | 0.00% | +7+116.7% | Added |
| BerganKDV Wealth Management, LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |