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, Q3 2023
Institutional positions in Assurant, Inc. as of Sep 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
- 420
- +11 vs. Q2 2023
- Shares held
- 49.5M
- −740.6K (−1.5%) vs. Q2 2023
- Total value
- $7.12B
- +$827.2M (+13.1%) vs. Q2 2023
- New holders
- 53
- 130 more added
- Sold out
- 42
- 167 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 6,546 | $939.9K | 0.12% | +4,061+163.4% | Added |
| Illinois Municipal Retirement Fund | 6,431 | $923.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,404 | $919.5K | 0.00% | +6,404 | New |
| Allianz Asset Management GmbH | 6,370 | $914.6K | 0.00% | −9,834−60.7% | Reduced |
| State of Alaska, Department of Revenue | 6,304 | $905.0K | 0.01% | −285−4.3% | Reduced |
| Public Employees Retirement Association of Colorado | 6,275 | $901.0K | 0.00% | −440−6.6% | Reduced |
| Edgestream Partners, L.P. | 6,085 | $873.7K | 0.07% | +6,085 | New |
| DekaBank Deutsche Girozentrale | 6,036 | $869.0K | 0.00% | −2,266−27.3% | Reduced |
| Edmp, Inc. | 5,962 | $856.1K | 0.87% | +3,065+105.8% | Added |
| Janus Henderson Group PLC | 5,952 | $854.8K | 0.00% | −2,436−29.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,936 | $852.3K | 0.03% | −8,943−60.1% | Reduced |
| Candriam Luxembourg S.C.A. | 5,922 | $850.3K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,640 | $809.8K | 0.01% | −120−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 5,640 | $809.8K | 0.01% | −120−2.1% | Reduced |
| Asset Management Group, Inc. | 5,589 | $802.5K | 0.18% | −621−10.0% | Reduced |
| Pacer Advisors, Inc. | 5,557 | $797.9K | 0.00% | +2,310+71.1% | Added |
| Panagora Asset Management Inc | 5,532 | $794.3K | 0.00% | −596−9.7% | Reduced |
| Mariner, LLC | 5,231 | $751.1K | 0.00% | +484+10.2% | Added |
| Stifel Financial Corp | 5,155 | $740.2K | 0.00% | +485+10.4% | Added |
| Caisse de Depot Et Placement du Quebec | 5,104 | $732.8K | 0.00% | −2,500−32.9% | Reduced |
| Cubic Asset Management, LLC | 5,100 | $732.3K | 0.20% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,051 | $725.0K | 0.02% | −415−7.6% | Reduced |
| CenterBook Partners LP | 5,039 | $723.5K | 0.09% | −1,402−21.8% | Reduced |
| Standard Life Aberdeen plc | 5,005 | $718.6K | 0.00% | −8,850−63.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,793 | $688.2K | 0.01% | −13−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,772 | $685.0K | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 4,761 | $683.6K | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 4,657 | $668.7K | 0.03% | +174+3.9% | Added |
| Natixis | 4,576 | $657.0K | 0.01% | −23,670−83.8% | Reduced |
| Teacher Retirement System of Texas | 4,491 | $645.0K | 0.00% | +490+12.2% | Added |
| Crossmark Global Holdings, Inc. | 4,407 | $643.0K | 0.01% | −165−3.6% | Reduced |
| Daiwa Securities Group Inc. | 4,434 | $637.0K | 0.00% | +368+9.1% | Added |
| Innovis Asset Management LLC | 4,356 | $625.4K | 0.24% | +4,356 | New |
| Signaturefd, LLC | 4,280 | $614.5K | 0.02% | −57−1.3% | Reduced |
| Kentucky Retirement Systems | 4,202 | $603.3K | 0.02% | −72−1.7% | Reduced |
| Everence Capital Management Inc | 4,170 | $599.0K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,162 | $597.6K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,105 | $589.4K | 0.01% | −75−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 4,089 | $587.1K | 0.02% | +3,827+1,460.7% | Added |
| RBF Capital, LLC | 4,000 | $574.3K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,998 | $574.0K | 0.00% | −23,531−85.5% | Reduced |
| KBC Group NV | 3,914 | $562.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,912 | $561.7K | 0.01% | +31+0.8% | Added |
| Prudential PLC | 3,779 | $542.6K | 0.01% | −17−0.4% | Reduced |
| DFPG Investments, LLC | 3,309 | $533.5K | 0.05% | −674−16.9% | Reduced |
| Securian Asset Management, Inc | 3,708 | $532.4K | 0.02% | −450−10.8% | Reduced |
| Voloridge Investment Management, LLC | 3,704 | $531.8K | 0.00% | −33,580−90.1% | Reduced |
| XTX Topco Ltd | 3,686 | $529.2K | 0.09% | +3,686 | New |
| Engineers Gate Manager LP | 3,586 | $514.9K | 0.02% | −10,498−74.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,561 | $511.3K | 0.00% | +1,459+69.4% | Added |
| Metis Global Partners, LLC | 3,492 | $501.4K | 0.02% | +467+15.4% | Added |
| TownSquare Capital, LLC | 3,406 | $489.0K | 0.01% | −887−20.7% | Reduced |
| SRB Corp | 3,329 | $478.0K | 0.03% | +3,329 | New |
| Louisiana State Employees Retirement System | 3,300 | $473.8K | 0.01% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 3,293 | $472.8K | 0.00% | −1,921−36.8% | Reduced |
| Pathstone Family Office, LLC | 3,151 | $452.5K | 0.00% | +3,151 | New |
| Commerce Bank | 3,083 | $442.7K | 0.00% | −1,058−25.5% | Reduced |
| NorthRock Partners, LLC | 3,034 | $435.6K | 0.05% | +895+41.8% | Added |
| Cornerstone Investment Partners, LLC | 2,964 | $425.6K | 0.03% | +2,964 | New |
| Oak Thistle LLC | 2,884 | $414.1K | 0.12% | −3,235−52.9% | Reduced |
| Franklin Resources Inc | 2,884 | $414.1K | 0.00% | +2,884 | New |
| Savant Capital, LLC | 2,861 | $410.7K | 0.01% | +160+5.9% | Added |
| Burney Co | 2,831 | $406.5K | 0.02% | −25−0.9% | Reduced |
| New Mexico Educational Retirement Board | 2,811 | $404.0K | 0.02% | +200+7.7% | Added |
| Vontobel Holding Ltd. | 2,811 | $403.6K | 0.00% | +2,811 | New |
| Allspring Global Investments Holdings, LLC | 2,810 | $403.5K | 0.00% | −214−7.1% | Reduced |
| Quantinno Capital Management LP | 2,803 | $402.0K | 0.02% | +552+24.5% | Added |
| Cresset Asset Management, LLC | 2,768 | $397.5K | 0.00% | +999+56.5% | Added |
| GoalFusion Wealth Management, LLC | 2,599 | $373.2K | 0.28% | −200−7.1% | Reduced |
| Simplex Trading, LLC | 2,516 | $361.0K | 0.01% | +2,370+1,623.3% | Added |
| Harvest Investment Services, LLC | 2,500 | $358.9K | 0.23% | +2,500 | New |
| Verition Fund Management LLC | 2,497 | $358.5K | 0.00% | +741+42.2% | Added |
| Symmetry Partners, LLC | 2,431 | $349.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,304 | $331.0K | 0.00% | +434+23.2% | Added |
| QRG Capital Management, Inc. | 2,277 | $327.0K | 0.01% | +2,277 | New |
| Victory Capital Management Inc | 2,265 | $325.2K | 0.00% | −10.0% | Reduced |
| Ci Investments Inc. | 2,264 | $325.0K | 0.00% | +1,172+107.3% | Added |
| Metropolitan Life Insurance Co | 2,193 | $314.9K | 0.02% | −122−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,167 | $311.0K | 0.00% | −2,447−53.0% | Reduced |
| Bridgefront Capital, LLC | 2,121 | $304.5K | 0.21% | +116+5.8% | Added |
| Tectonic Advisors LLC | 2,112 | $303.2K | 0.03% | +2,112 | New |
| E. Ohman J:or Asset Management AB | 2,100 | $301.5K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 2,074 | $297.8K | 0.01% | −2,453−54.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,043 | $293.3K | 0.01% | +5+0.2% | Added |
| Advisor Partners II, LLC | 2,022 | $290.3K | 0.01% | +69+3.5% | Added |
| Boston Private Wealth LLC | 2,002 | $287.5K | 0.01% | −39−1.9% | Reduced |
| Truist Financial Corp | 1,989 | $285.5K | 0.00% | −432−17.8% | Reduced |
| Ieq Capital, LLC | 1,982 | $284.5K | 0.01% | +279+16.4% | Added |
| Fifth Third Bancorp | 1,979 | $284.1K | 0.00% | +59+3.1% | Added |
| Seven Eight Capital, LP | 1,964 | $282.0K | 0.03% | +1,964 | New |
| Yarbrough Capital, LLC | 1,956 | $280.8K | 0.02% | −2,267−53.7% | Reduced |
| State of Wyoming | 1,951 | $280.1K | 0.06% | +491+33.6% | Added |
| Cerity Partners LLC | 1,933 | $277.6K | 0.00% | +1,933 | New |
| V-Square Quantitative Management LLC | 1,930 | $277.1K | 0.12% | +1,533+386.1% | Added |
| Meeder Asset Management Inc | 1,919 | $275.5K | 0.02% | +402+26.5% | Added |
| Davis R M Inc | 1,911 | $274.0K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,894 | $271.9K | 0.08% | +7+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,876 | $269.4K | 0.02% | −32−1.7% | Reduced |
| Cipher Capital LP | 1,851 | $265.8K | 0.19% | +1,851 | New |
| Wetherby Asset Management Inc | 1,833 | $263.2K | 0.01% | +1,833 | New |