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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 521 | $87.5K | 0.02% | +521 | New |
| First Horizon Advisors, Inc. | 588 | $99.1K | 0.00% | +588 | New |
| Quadrant Capital Group LLC | 588 | $99.1K | 0.01% | −136−18.8% | Reduced |
| AlphaCentric Advisors LLC | 604 | $101.8K | 0.07% | +604 | New |
| Impact Partnership Wealth, LLC | 620 | $104.4K | 0.04% | +620 | New |
| Ameritas Investment Partners, Inc. | 630 | $106.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 680 | $114.6K | 0.03% | +680 | New |
| Valley National Advisers Inc | 706 | $118.0K | 0.02% | +1+0.1% | Added |
| Harbor Investment Advisory, LLC | 723 | $121.8K | 0.01% | +200+38.2% | Added |
| Advisory Services Network, LLC | 730 | $123.0K | 0.00% | +730 | New |
| UniSuper Management Pty Ltd | 796 | $134.1K | 0.00% | +396+99.0% | Added |
| Principal Securities, Inc. | 826 | $139.2K | 0.01% | +826 | New |
| Quest Partners LLC | 919 | $154.8K | 0.03% | +919 | New |
| Horizon Investments, LLC | 973 | $163.2K | 0.00% | −94−8.8% | Reduced |
| Kapitalo Investimentos Ltda | 970 | $163.4K | 0.03% | +46+5.0% | Added |
| CWM, LLC | 976 | $164.0K | 0.00% | +62+6.8% | Added |
| Ramirez Asset Management, Inc. | 1,180 | $198.8K | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,200 | $202.0K | 0.03% | +1,200 | New |
| Two Sigma Investments, LP | 1,200 | $202.2K | 0.00% | +1,200 | New |
| Tobias Financial Advisors, Inc. | 1,200 | $202.2K | 0.05% | +1,200 | New |
| Centiva Capital, LP | 1,203 | $202.7K | 0.01% | +1,203 | New |
| Atomi Financial Group, Inc. | 1,233 | $207.7K | 0.03% | +1,233 | New |
| Vestcor Inc | 1,238 | $209.0K | 0.01% | −26−2.1% | Reduced |
| Investment Management Corp of Ontario | 1,274 | $214.7K | 0.01% | +1,274 | New |
| Martingale Asset Management L P | 1,300 | $219.0K | 0.00% | +1,300 | New |
| Forum Financial Management, LP | 1,381 | $232.7K | 0.00% | +1,381 | New |
| C M Bidwell & Associates Ltd | 1,388 | $233.9K | 0.17% | +1,388 | New |
| Stratos Wealth Partners, LTD. | 1,401 | $236.2K | 0.00% | +1,401 | New |
| Squarepoint Ops LLC | 1,425 | $240.1K | 0.00% | −17,980−92.7% | Reduced |
| Swedbank AB | 1,436 | $242.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,437 | $242.1K | 0.05% | −514−26.3% | Reduced |
| Red Door Wealth Management, LLC | 1,441 | $242.8K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,457 | $245.5K | 0.07% | +6+0.4% | Added |
| Inceptionr LLC | 1,476 | $248.7K | 0.18% | +1,476 | New |
| Lido Advisors, LLC | 1,485 | $250.2K | 0.00% | +1,485 | New |
| Credit Agricole S A | 1,488 | $250.7K | 0.01% | +990+198.8% | Added |
| Steel Peak Wealth Management LLC | 1,500 | $252.7K | 0.01% | −200−11.8% | Reduced |
| Meeder Asset Management Inc | 1,517 | $255.6K | 0.02% | −402−20.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,544 | $260.0K | 0.01% | +766+98.5% | Added |
| Qtron Investments LLC | 1,547 | $260.7K | 0.04% | +1,547 | New |
| US Bancorp | 1,571 | $264.8K | 0.00% | +881+127.7% | Added |
| Calamos Wealth Management LLC | 1,593 | $268.4K | 0.02% | −49−3.0% | Reduced |
| HighTower Advisors, LLC | 1,592 | $269.0K | 0.00% | +49+3.2% | Added |
| Ieq Capital, LLC | 1,610 | $271.2K | 0.00% | −372−18.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,664 | $280.4K | 0.01% | −10−0.6% | Reduced |
| Coldstream Capital Management Inc | 1,688 | $284.4K | 0.01% | +140+9.0% | Added |
| Eqis Capital Management, Inc. | 1,690 | $284.8K | 0.02% | +1,690 | New |
| Tokio Marine Asset Management Co Ltd | 1,692 | $285.1K | 0.02% | +126+8.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,721 | $290.0K | 0.00% | +45+2.7% | Added |
| M&T Bank Corp | 1,727 | $291.0K | 0.00% | +37+2.2% | Added |
| Oppenheimer & Co Inc | 1,733 | $292.0K | 0.01% | +1,733 | New |
| Cetera Advisor Networks LLC | 1,736 | $292.5K | 0.00% | +1,736 | New |
| Boothbay Fund Management, LLC | 1,781 | $300.1K | 0.01% | +1,781 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,799 | $303.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,826 | $307.7K | 0.07% | −104−5.4% | Reduced |
| Allen Investment Management LLC | 1,826 | $307.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,834 | $309.0K | 0.00% | +75+4.3% | Added |
| Norinchukin Bank, The | 1,869 | $314.9K | 0.01% | −205−9.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,874 | $315.8K | 0.02% | −2−0.1% | Reduced |
| Fifth Third Bancorp | 1,878 | $316.4K | 0.00% | −101−5.1% | Reduced |
| Ifrah Financial Services, Inc. | 1,886 | $317.8K | 0.09% | −8−0.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,899 | $320.0K | 0.12% | +1,899 | New |
| Davis R M Inc | 1,911 | $322.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,916 | $322.8K | 0.02% | +92+5.0% | Added |
| Wetherby Asset Management Inc | 1,921 | $323.7K | 0.02% | +88+4.8% | Added |
| Yarbrough Capital, LLC | 1,956 | $329.6K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,973 | $332.4K | 0.00% | +1,973 | New |
| Capstone Investment Advisors, LLC | 1,985 | $334.5K | 0.01% | −2,104−51.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,049 | $345.2K | 0.02% | +6+0.3% | Added |
| AE Wealth Management LLC | 2,024 | $345.5K | 0.00% | +2,024 | New |
| E. Ohman J:or Asset Management AB | 2,100 | $353.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,104 | $354.5K | 0.05% | +2,097+29,957.1% | Added |
| Metropolitan Life Insurance Co | 2,141 | $360.7K | 0.02% | −52−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 2,174 | $366.0K | 0.00% | +7+0.3% | Added |
| Tectonic Advisors LLC | 2,197 | $370.2K | 0.03% | +85+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,205 | $371.4K | 0.00% | −1,356−38.1% | Reduced |
| Cerity Partners LLC | 2,247 | $378.6K | 0.00% | +314+16.2% | Added |
| Cetera Investment Advisers | 2,386 | $402.1K | 0.00% | +2,386 | New |
| Magnetar Financial LLC | 2,414 | $406.7K | 0.01% | +2,414 | New |
| Symmetry Partners, LLC | 2,431 | $409.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,455 | $413.6K | 0.07% | +2,455 | New |
| TownSquare Capital, LLC | 2,485 | $418.7K | 0.01% | −921−27.0% | Reduced |
| Toroso Investments, LLC | 2,519 | $424.4K | 0.01% | +2,519 | New |
| Commerce Bank | 2,546 | $429.0K | 0.00% | −537−17.4% | Reduced |
| Aigen Investment Management, LP | 2,598 | $437.7K | 0.08% | +2,598 | New |
| GoalFusion Wealth Management, LLC | 2,599 | $437.9K | 0.30% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,599 | $437.9K | 0.03% | +2,599 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 2,621 | $441.6K | 0.58% | +2,621 | New |
| Mercer Global Advisors Inc | 2,675 | $451.0K | 0.00% | +371+16.1% | Added |
| Atria Wealth Solutions, Inc. | 2,787 | $469.6K | 0.01% | +2,787 | New |
| QRG Capital Management, Inc. | 2,802 | $472.2K | 0.01% | +525+23.1% | Added |
| New Mexico Educational Retirement Board | 2,811 | $474.0K | 0.02% | 00.0% | Unchanged |
| Burney Co | 2,831 | $477.0K | 0.02% | 00.0% | Unchanged |
| Unigestion Holding SA | 2,947 | $496.5K | 0.03% | +2,947 | New |
| Cornerstone Investment Partners, LLC | 2,978 | $501.8K | 0.03% | +14+0.5% | Added |
| Cresset Asset Management, LLC | 2,999 | $505.2K | 0.00% | +231+8.3% | Added |
| Savant Capital, LLC | 3,009 | $506.9K | 0.01% | +148+5.2% | Added |
| SRB Corp | 3,036 | $511.5K | 0.03% | −293−8.8% | Reduced |
| Creative Planning | 3,038 | $511.9K | 0.00% | +3,038 | New |
| Metis Global Partners, LLC | 3,187 | $537.0K | 0.02% | −305−8.7% | Reduced |