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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

Q3 2023 vs. Q2 2023

How the institutions holding Assurant, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of AIZ: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders4145420+11
Shares50.2M32.3K49.5M−740.6K (−1.5%)
Value$6.30B$4.06M$7.12B+$827.2M (+13.1%)

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Assurant, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to AIZ in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA30,022$4.31M0.01%
Brandywine Global Investment Management, LLC26,875$3.86M0.03%
Alerus Financial NA22,947$3.29M0.29%
Kingsview Wealth Management, LLC16,143$2.32M0.08%
STRS Ohio15,479$2.22M0.01%
Handelsinvest Investeringsforvaltning15,000$2.15M0.75%
WBI Investments12,327$1.77M0.36%
Elevatus Welath Management11,750$1.69M1.52%
Montag A & Associates Inc9,782$1.40M0.09%
Dean Capital Management9,267$1.33M1.00%
Healthcare of Ontario Pension Plan Trust Fund9,200$1.32M0.01%
Versor Investments LP8,664$1.24M0.25%
Cornercap Investment Counsel Inc7,876$1.13M0.21%
Robeco Institutional Asset Management B.V.6,775$972.8K0.00%
Wealth Enhancement Advisory Services, LLC6,404$919.5K0.00%
Edgestream Partners, L.P.6,085$873.7K0.07%
Innovis Asset Management LLC4,356$625.4K0.24%
XTX Topco Ltd3,686$529.2K0.09%
SRB Corp3,329$478.0K0.03%
Pathstone Family Office, LLC3,151$452.5K0.00%
Cornerstone Investment Partners, LLC2,964$425.6K0.03%
Franklin Resources Inc2,884$414.1K0.00%
Vontobel Holding Ltd.2,811$403.6K0.00%
Harvest Investment Services, LLC2,500$358.9K0.23%
QRG Capital Management, Inc.2,277$327.0K0.01%
Tectonic Advisors LLC2,112$303.2K0.03%
Seven Eight Capital, LP1,964$282.0K0.03%
Cerity Partners LLC1,933$277.6K0.00%
Cipher Capital LP1,851$265.8K0.19%
Wetherby Asset Management Inc1,833$263.2K0.01%
Steel Peak Wealth Management LLC1,700$244.1K0.02%
O'Shaughnessy Asset Management, LLC1,656$237.8K0.00%
Vident Advisory, LLC1,650$236.9K0.01%
Tokio Marine Asset Management Co Ltd1,566$224.8K0.01%
Brighton Jones LLC1,563$224.5K0.01%
Coldstream Capital Management Inc1,548$222.3K0.01%
Qube Research & Technologies Ltd1,540$221.1K0.00%
HighTower Advisors, LLC1,543$221.0K0.00%
Catalyst Financial Partners LLC1,451$208.3K0.07%
Red Door Wealth Management, LLC1,441$206.9K0.05%
Ramirez Asset Management, Inc.1,180$169.4K0.04%
Credit Agricole S A498$71.5K0.00%
Householder Group Estate & Retirement Specialist, LLC496$71.3K0.03%
Group One Trading, L.P.98$14.1K0.00%
VitalStone Financial, LLC41$7.00K0.01%
Steward Financial Group LLC39$5.00K0.00%
Clearstead Advisors, LLC34$4.88K0.00%
Asset Dedication, LLC23$3.00K0.00%
Baker Avenue Asset Management, LP10$1.44K0.00%
Private Trust Co NA6$8610.00%
Sofos Investments, Inc.3$3450.00%
Perkins Coie Trust Co1$1430.00%
ClariVest Asset Management LLC3$00.00%

Sold out (42)

Institutions that held Assurant, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of AIZ in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Tobam168,936$21.2M
Ossiam117,265$14.7M
Cubist Systematic Strategies, LLC109,373$13.8M
Marshall Wace, LLP57,313$7.21M
Brookfield Asset Management Inc.57,068$7.17M
Walleye Capital LLC44,301$5.57M
Royal London Asset Management Ltd29,544$3.71M
Tudor Investment Corp Et Al14,854$1.87M
Point72 Middle East FZE14,373$1.81M
Connor, Clark & Lunn Investment Management Ltd.11,935$1.50M
Aquatic Capital Management LLC6,900$867.0K
Cambridge Investment Research Advisors, Inc.6,580$827.0K
Fox Run Management, L.L.C.5,801$729.3K
Magnetar Financial LLC5,460$686.4K
Stevens Capital Management LP5,344$672.0K
Graham Capital Management, L.P.5,258$661.0K
Gsa Capital Partners LLP4,771$600.0K
Sciencast Management LP4,750$599.7K
Bayesian Capital Management, LP4,119$517.8K
Jump Financial, LLC3,939$495.2K
M&G Investment Management Ltd3,258$410.5K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,451$308.1K
Boothbay Fund Management, LLC2,421$304.4K
Y-Intercept (Hong Kong) Ltd2,335$293.6K
Creative Planning2,178$273.8K
Occudo Quantitative Strategies LP1,818$228.6K
Machina Capital S.A.S.1,755$220.6K
AXA S.A.1,727$217.1K
Axq Capital, LP1,711$215.1K
Sherbrooke Park Advisers LLC1,700$213.7K
LPL Financial LLC1,679$211.1K
Veritable, L.P.1,652$207.7K
Counterpoint Mutual Funds LLC938$117.9K
West Tower Group, LLC289$36.3K
Exchange Traded Concepts, LLC273$34.3K
Quarry LP241$30.3K
Clear Street Markets LLC70$9.00K
Your Advocates Ltd., LLP25$3.14K
AdvisorNet Financial, Inc17$2.14K
Disciplined Investments, LLC11$1.38K
Geneos Wealth Management Inc.10$1.26K
SkyView Investment Advisors, LLC5$1.00K

Not filed for Q3 2023 yet (5)

Institutions that held Assurant, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AIZ in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA26,797$3.37M
US Asset Management LLC4,073$512.0K
Thomas White International Ltd1,180$148.3K
First Capital Advisors Group, LLC.253$31.8K
BerganKDV Wealth Management, LLC12$1.51K