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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Assurant, Inc. as of Dec 31, 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
485
+73 vs. Q3 2023
Shares held
48.7M
−744.9K (−1.5%) vs. Q3 2023
Total value
$8.20B
+$1.09B (+15.3%) vs. Q3 2023
New holders
106
168 more added
Sold out
33
154 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 485 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ4 2023: $8.20B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2023.

Institutions holding AIZ in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Colonial Trust Advisors1$1680.00%00.0%Unchanged
Tfo-TDC, LLC1$1680.00%+1New
Larson Financial Group LLC1$1680.00%+1New
Bokf, NA2$3360.00%+2New
Sofos Investments, Inc.3$3970.00%00.0%Unchanged
ClariVest Asset Management LLC3$5040.00%00.0%Unchanged
Dunhill Financial, LLC3$5640.00%+3New
Spire Wealth Management4$6710.00%+4New
Central Trust Co4$6740.00%+4New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$8420.00%+5New
MCF Advisors LLC6$1.01K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$1.01K0.00%00.0%Unchanged
RFP Financial Group LLC9$1.52K0.00%00.0%Unchanged
Baystate Wealth Management LLC11$1.90K0.00%00.0%Unchanged
Hantz Financial Services, Inc.12$2.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$2.02K0.00%+12New
Smartleaf Asset Management LLC13$2.18K0.00%+13New
Abich Financial Wealth Management LLC13$2.19K0.00%+13New
IFP Advisors, Inc14$2.36K0.00%−40−74.1%Reduced
Private Wealth Management Group, LLC14$2.36K0.00%+14New
Colonial Trust Co16$2.69K0.00%−3−15.8%Reduced
Sachetta, LLC16$2.70K0.00%+16New
Lindbrook Capital, LLC17$2.86K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$2.87K0.00%+2+13.3%Added
Parallel Advisors, LLC19$3.20K0.00%−6−24.0%Reduced
Bell Investment Advisors, Inc21$3.54K0.00%00.0%Unchanged
Rakuten Securities, Inc.22$3.71K0.00%+22New
Manchester Capital Management LLC23$3.88K0.00%−1−4.2%Reduced
Asset Dedication, LLC23$4.00K0.00%00.0%Unchanged
MV Capital Management, Inc.24$4.04K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$4.21K0.00%00.0%Unchanged
REAP Financial Group, LLC27$4.55K0.00%+27New
Versant Capital Management, Inc28$4.72K0.00%−3−9.7%Reduced
Farmers & Merchants Investments Inc30$5.05K0.00%00.0%Unchanged
Harbour Investments, Inc.34$5.73K0.00%+12+54.5%Added
Huntington National Bank35$5.89K0.00%−1−2.8%Reduced
Strengthening Families & Communities, LLC36$6.12K0.00%00.0%Unchanged
Richardson Financial Services Inc.37$6.23K0.01%+37New
Glassman Wealth Services38$6.40K0.00%00.0%Unchanged
Fortitude Family Office, LLC40$6.74K0.01%+40New
SRS Capital Advisors, Inc.41$6.93K0.00%−6−12.8%Reduced
GW&K Investment Management, LLC39$7.00K0.00%−8−17.0%Reduced
Capital Advisors, Ltd. LLC43$7.00K0.00%00.0%Unchanged
Private Trust Co NA42$7.08K0.00%+36+600.0%Added
Bruce G. Allen Investments, LLC50$8.43K0.01%+50New
Turtle Creek Wealth Advisors, LLC52$8.76K0.00%+52New
JFS Wealth Advisors, LLC53$8.93K0.00%+6+12.8%Added
Benjamin F. Edwards & Company, Inc.52$9.00K0.00%+10+23.8%Added
SOA Wealth Advisors, LLC.54$9.16K0.00%00.0%Unchanged
Massmutual Trust Co FSB59$9.94K0.00%−1−1.7%Reduced
VitalStone Financial, LLC58$10.0K0.01%+17+41.5%Added
Cetera Trust Company, N.A60$10.1K0.01%+60New
West Paces Advisors Inc.62$10.4K0.00%00.0%Unchanged
TD Private Client Wealth LLC69$11.6K0.00%+2+3.0%Added
Desjardins Global Asset Management Inc.70$11.8K0.00%00.0%Unchanged
Abound Wealth Management75$12.7K0.01%+75New
Farther Finance Advisors, LLC90$15.2K0.00%+51+130.8%Added
Prestige Wealth Management Group LLC90$15.2K0.00%+26+40.6%Added
Venturi Wealth Management, LLC94$15.8K0.00%+46+95.8%Added
Smithfield Trust Co95$16.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.125$21.1K0.00%00.0%Unchanged
Concord Wealth Partners125$21.1K0.00%00.0%Unchanged
Plato Investment Management Ltd126$21.2K0.03%+126New
FIL Ltd129$21.7K0.00%+30+30.3%Added
Brown Brothers Harriman & Co129$21.7K0.00%+57+79.2%Added
Rakuten Investment Management, Inc.130$21.8K0.00%+130New
Ronald Blue Trust, Inc.156$22.0K0.00%−158−50.3%Reduced
Allworth Financial LP136$22.9K0.00%+14+11.5%Added
Newbridge Financial Services Group, Inc.137$23.1K0.01%00.0%Unchanged
Point72 Europe (London) LLP137$23.1K0.00%+137New
EntryPoint Capital, LLC139$23.4K0.02%+139New
Raleigh Capital Management Inc.141$23.7K0.01%+109+340.6%Added
BKM Wealth Management, LLC150$25.3K0.01%+150New
Hexagon Capital Partners LLC175$29.5K0.01%+33+23.2%Added
Laurel Wealth Advisors LLC181$30.5K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co187$31.5K0.00%+10+5.6%Added
Proequities, Inc.205$34.5K0.00%+192+1,476.9%Added
Clearstead Advisors, LLC214$36.1K0.00%+180+529.4%Added
West Tower Group, LLC222$37.4K0.08%+222New
Federation des caisses Desjardins du Quebec227$38.2K0.00%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.236$39.7K0.01%+236New
Penserra Capital Management LLC241$40.0K0.00%−53−18.0%Reduced
Covestor Ltd255$43.0K0.03%00.0%Unchanged
Assetmark, Inc259$43.6K0.00%+259New
Sentry Investment Management LLC265$45.0K0.02%−29−9.9%Reduced
Parkside Financial Bank & Trust278$46.8K0.01%−32−10.3%Reduced
Quarry LP302$50.9K0.03%+302New
Global Retirement Partners, LLC310$51.0K0.00%+277+839.4%Added
Acadian Asset Management LLC337$56.0K0.00%00.0%Unchanged
Life Planning Partners, Inc370$62.3K0.06%+370New
Headlands Technologies LLC378$63.7K0.02%+378New
Gradient Investments LLC379$63.9K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd390$66.0K0.01%+212+119.1%Added
Jamison Private Wealth Management, Inc.405$68.2K0.01%+405New
Bessemer Group Inc417$71.0K0.00%+30+7.8%Added
GPS Wealth Strategies Group, LLC423$71.3K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC450$75.8K0.01%+2+0.4%Added
Quent Capital, LLC480$80.8K0.01%−14−2.8%Reduced
Steward Partners Investment Advisory, LLC486$81.9K0.00%−419−46.3%Reduced
Householder Group Estate & Retirement Specialist, LLC493$83.0K0.03%−3−0.6%Reduced