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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

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
Franklin Resources Inc10,255$1.73M0.00%+7,371+255.6%Added
Icon Advisers Inc10,300$1.74M0.40%00.0%Unchanged
Raymond James & Associates10,403$1.75M0.00%−16,860−61.8%Reduced
Captrust Financial Advisors10,419$1.76M0.01%−400−3.7%Reduced
JustInvest LLC10,444$1.76M0.05%+359+3.6%Added
Shell Asset Management Co10,720$1.81M0.08%−2,396−18.3%Reduced
Texas Permanent School Fund10,858$1.83M0.02%−98−0.9%Reduced
Standard Life Aberdeen plc11,002$1.85M0.00%+5,997+119.8%Added
Caisse de Depot Et Placement du Quebec11,004$1.85M0.00%+5,900+115.6%Added
Montag A & Associates Inc11,087$1.87M0.10%+1,305+13.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,517$1.94M0.01%+856+8.0%Added
Retirement Systems of Alabama11,590$1.95M0.01%−399−3.3%Reduced
Naples Money Management LLC11,800$1.99M1.86%+11,800New
Systematic Financial Management LP11,906$2.01M0.06%+486+4.3%Added
National Bank of Canada12,067$2.05M0.00%+956+8.6%Added
CIBC World Markets Corp12,206$2.06M0.01%+3,689+43.3%Added
MetLife Investment Management12,770$2.15M0.02%−339−2.6%Reduced
Ostrum Asset Management12,912$2.18M0.19%+2,119+19.6%Added
Mayport, LLC12,956$2.18M0.99%−750−5.5%Reduced
New York Life Investment Management LLC13,326$2.25M0.02%+263+2.0%Added
Mount Lucas Management LP13,336$2.25M0.79%+13,336New
American International Group, Inc.13,793$2.32M0.01%−236−1.7%Reduced
PGGM Investments14,156$2.38M0.04%00.0%Unchanged
IFM Investors Pty Ltd14,212$2.40M0.03%00.0%Unchanged
State of Michigan Retirement System14,367$2.42M0.01%−100−0.7%Reduced
Groupama Asset Managment14,550$2.45M0.06%+14,550New
Arizona State Retirement System14,573$2.46M0.02%+73+0.5%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH14,650$2.47M0.09%−609−4.0%Reduced
Thrivent Financial for Lutherans14,718$2.48M0.01%+1,457+11.0%Added
Dean Investment Associates, LLC14,787$2.49M0.36%−827−5.3%Reduced
SEI Investments Co14,938$2.52M0.00%−2,369−13.7%Reduced
Qube Research & Technologies Ltd14,983$2.52M0.01%+13,443+872.9%Added
Shay Capital LLC15,000$2.53M0.98%−4,500−23.1%Reduced
Advisors Preferred, LLC15,156$2.57M0.43%+15,156New
Agf Management Ltd16,475$2.78M0.02%−5,496−25.0%Reduced
Blair William & Co17,197$2.90M0.01%−2,081−10.8%Reduced
Storebrand Asset Management AS17,376$2.93M0.01%+1,075+6.6%Added
American Century Companies Inc17,779$3.00M0.00%+5,313+42.6%Added
ProShare Advisors LLC17,872$3.01M0.01%−2,038−10.2%Reduced
Nomura Asset Management Co Ltd17,893$3.01M0.01%+1,853+11.6%Added
Tudor Investment Corp Et Al17,957$3.03M0.04%+17,957New
Alaska Permanent Fund Corp18,159$3.06M0.05%−441−2.4%Reduced
Rafferty Asset Management, LLC18,640$3.14M0.01%+858+4.8%Added
Amalgamated Bank18,685$3.15M0.03%+2,522+15.6%Added
GHP Investment Advisors, Inc.18,847$3.18M0.17%−287−1.5%Reduced
Susquehanna International Group, LLP19,617$3.31M0.01%−25,090−56.1%Reduced
Nissay Asset Management Corp19,654$3.31M0.03%+2,983+17.9%Added
Wakefield Asset Management LLLP19,853$3.35M1.24%+19,853New
Canada Pension Plan Investment Board22,140$3.73M0.00%+22,140New
Alerus Financial NA22,143$3.73M0.30%−804−3.5%Reduced
Public Employees Retirement System of Ohio22,147$3.73M0.01%+605+2.8%Added
Asset Management One Co.,Ltd.22,363$3.76M0.02%+194+0.9%Added
Worldquant Millennium Advisors LLC22,689$3.82M0.05%−54,177−70.5%Reduced
Comerica Bank23,312$3.93M0.02%−6,182−21.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)23,933$4.03M0.02%+2,801+13.3%Added
Treasurer of the State of North Carolina24,207$4.08M0.02%+981+4.2%Added
Mn Services Vermogensbeheer B.V.24,300$4.09M0.04%−900−3.6%Reduced
Brandywine Global Investment Management, LLC24,973$4.21M0.03%−1,902−7.1%Reduced
Pittenger & Anderson Inc26,030$4.39M0.20%00.0%Unchanged
Wells Fargo & Company27,820$4.69M0.00%+2,495+9.9%Added
Trexquant Investment LP28,444$4.79M0.11%+26,691+1,522.6%Added
Advisor Group Holdings, Inc.28,881$4.87M0.01%+27,351+1,787.6%Added
Chevy Chase Trust Holdings, Inc.29,377$4.95M0.02%−427−1.4%Reduced
State of New Jersey Common Pension Fund D29,461$4.96M0.02%00.0%Unchanged
Pictet Asset Management Holding SA29,680$5.00M0.01%−342−1.1%Reduced
Wedge Capital Management L L P30,105$5.07M0.09%−17,193−36.4%Reduced
Oberweis Asset Management Inc30,700$5.17M0.48%+30,700New
Quadrature Capital Ltd31,225$5.26M0.09%+13,932+80.6%Added
Patton Fund Management, Inc.31,941$5.38M1.20%+31,941New
Pinebridge Investments, L.P.32,521$5.48M0.05%+32,521New
Mackenzie Financial Corp32,675$5.51M0.01%+18,975+138.5%Added
Voloridge Investment Management, LLC33,207$5.60M0.02%+29,503+796.5%Added
CI Private Wealth, LLC34,038$5.74M0.01%−1,082−3.1%Reduced
Nisa Investment Advisors, LLC34,066$5.74M0.04%+5,194+18.0%Added
Capital Fund Management S.A.34,185$5.76M0.07%+5,028+17.2%Added
Berger Financial Group, Inc34,557$5.82M0.60%−1,439−4.0%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund35,614$6.00M0.08%−3,276−8.4%Reduced
D. E. Shaw & Co., Inc.35,879$6.05M0.01%+31,881+797.4%Added
Jane Street Group, LLC36,369$6.13M0.01%−3,856−9.6%Reduced
Andra AP-fonden38,300$6.45M0.34%+8,000+26.4%Added
Great West Life Assurance Co38,872$6.52M0.01%+14,969+62.6%Added
STRS Ohio38,999$6.57M0.03%+23,520+151.9%Added
Aviva PLC39,335$6.63M0.02%−96,142−71.0%Reduced
Balyasny Asset Management LLC39,441$6.65M0.02%+39,441New
Walleye Capital LLC39,495$6.65M0.09%+39,495New
Ameriprise Financial Inc40,206$6.77M0.00%−36−0.1%Reduced
Swiss Life Asset Management Ltd41,103$6.93M0.08%+2,299+5.9%Added
Oak Associates, Ltd41,603$7.01M0.53%−175−0.4%Reduced
Ensign Peak Advisors, Inc41,653$7.02M0.01%+5,863+16.4%Added
Manufacturers Life Insurance Company, The43,058$7.25M0.00%+345+0.8%Added
Bridgewater Associates, LP43,084$7.26M0.04%−6,177−12.5%Reduced
Advantage Alpha Capital Partners LP43,850$7.39M1.40%−10,945−20.0%Reduced
Gotham Asset Management, LLC44,064$7.42M0.14%−3,064−6.5%Reduced
Zacks Investment Management44,548$7.51M0.09%+44,548New
Lazard Asset Management LLC45,475$7.66M0.01%+6,272+16.0%Added
New York State Common Retirement Fund47,124$7.94M0.01%−8,959−16.0%Reduced
State of Wisconsin Investment Board47,905$8.07M0.02%+19,625+69.4%Added
Dividend Assets Capital, LLC48,668$8.20M1.61%−832−1.7%Reduced
BNP Paribas Arbitrage, SA49,010$8.26M0.02%+69+0.1%Added
Teacher Retirement System of Texas51,011$8.60M0.06%+46,520+1,035.8%Added