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 |
|---|---|---|---|---|---|
| Citigroup Inc | 51,503 | $8.68M | 0.01% | +7,512+17.1% | Added |
| Boston Partners | 51,805 | $8.73M | 0.01% | −2,940−5.4% | Reduced |
| Korea Investment CORP | 51,867 | $8.74M | 0.02% | +33,175+177.5% | Added |
| Russell Investments Group, Ltd. | 52,573 | $8.85M | 0.02% | +9,812+22.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,751 | $9.14M | 0.02% | +5,927+12.4% | Added |
| Toronto Dominion Bank | 54,260 | $9.14M | 0.01% | +3,343+6.6% | Added |
| State Board of Administration of Florida Retirement System | 56,623 | $9.54M | 0.02% | +5,213+10.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,977 | $9.60M | 0.03% | +46,740+456.6% | Added |
| UBS Group AG | 58,172 | $9.80M | 0.00% | +18,992+48.5% | Added |
| New York State Teachers Retirement System | 61,065 | $10.3M | 0.02% | +4,894+8.7% | Added |
| Voya Investment Management LLC | 62,911 | $10.6M | 0.01% | +1,364+2.2% | Added |
| Alliancebernstein L.P. | 66,436 | $11.2M | 0.00% | +642+1.0% | Added |
| Intech Investment Management LLC | 68,160 | $11.5M | 0.17% | −8,204−10.7% | Reduced |
| Principal Financial Group Inc | 68,399 | $11.5M | 0.01% | +3,829+5.9% | Added |
| Guggenheim Capital LLC | 69,848 | $11.8M | 0.09% | +5,323+8.2% | Added |
| Schonfeld Strategic Advisors LLC | 70,470 | $11.9M | 0.10% | −25,397−26.5% | Reduced |
| Renaissance Technologies LLC | 70,700 | $11.9M | 0.02% | +47,300+202.1% | Added |
| Thornburg Investment Management Inc | 74,320 | $12.5M | 0.18% | −40,857−35.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 74,426 | $12.5M | 0.03% | +67,651+998.5% | Added |
| Degroof Petercam Asset Management | 74,835 | $12.6M | 0.17% | +74,835 | New |
| Bank of Nova Scotia | 75,284 | $12.7M | 0.02% | +66,927+800.8% | Added |
| Royal Bank of Canada | 83,104 | $14.0M | 0.00% | +40,674+95.9% | Added |
| California State Teachers Retirement System | 84,702 | $14.3M | 0.02% | −169−0.2% | Reduced |
| Ossiam | 87,628 | $14.8M | 0.24% | +87,628 | New |
| APG Asset Management N.V. | 98,175 | $15.0M | 0.03% | −105,373−51.8% | Reduced |
| Envestnet Asset Management Inc | 98,000 | $16.5M | 0.01% | +82,179+519.4% | Added |
| Man Group plc | 100,019 | $16.9M | 0.05% | – | – |
| Nippon Life Global Investors Americas, Inc. | 102,450 | $17.3M | 0.96% | +9,580+10.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 104,098 | $17.5M | 0.04% | +28,914+38.5% | Added |
| HSBC Holdings PLC | 107,224 | $18.0M | 0.02% | +22,728+26.9% | Added |
| Hallmark Capital Management Inc | 109,013 | $18.4M | 1.43% | −1,586−1.4% | Reduced |
| Calamos Advisors LLC | 111,878 | $18.9M | 0.10% | −694−0.6% | Reduced |
| Rhumbline Advisers | 113,927 | $19.2M | 0.02% | +508+0.4% | Added |
| Millennium Management LLC | 118,117 | $19.9M | 0.02% | −16,905−12.5% | Reduced |
| Credit Suisse AG | 120,799 | $20.4M | 0.02% | +12,980+12.0% | Added |
| Amundi | 130,742 | $21.5M | 0.01% | −33,786−20.5% | Reduced |
| State of Tennessee, Treasury Department | 131,787 | $22.2M | 0.09% | +46,911+55.3% | Added |
| Citadel Advisors LLC | 134,842 | $22.7M | 0.02% | +117,105+660.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 149,185 | $25.1M | 0.02% | +1,735+1.2% | Added |
| JPMorgan Chase & Co | 149,503 | $25.2M | 0.00% | +58,411+64.1% | Added |
| Neuberger Berman Group LLC | 158,576 | $26.7M | 0.02% | −49,734−23.9% | Reduced |
| Bank of Montreal | 159,059 | $26.8M | 0.01% | +128,768+425.1% | Added |
| Kennedy Capital Management, Inc. | 159,805 | $26.9M | 0.59% | −13,589−7.8% | Reduced |
| Gillson Capital LP | 160,322 | $27.0M | 2.85% | +160,322 | New |
| Swiss National Bank | 165,700 | $27.9M | 0.02% | −5,300−3.1% | Reduced |
| Prana Capital Management, LP | 166,617 | $28.1M | 1.65% | −65,778−28.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 174,649 | $29.4M | 1.82% | +800+0.5% | Added |
| Legal & General Group Plc | 174,767 | $29.4M | 0.01% | +6,736+4.0% | Added |
| Clark Capital Management Group, Inc. | 175,614 | $29.6M | 0.24% | +175,614 | New |
| Assenagon Asset Management S.A. | 179,663 | $30.3M | 0.09% | +132,275+279.1% | Added |
| Nordea Investment Management AB | 181,885 | $30.6M | 0.04% | +13,395+8.0% | Added |
| AQR Capital Management LLC | 188,932 | $31.7M | 0.06% | +64,614+52.0% | Added |
| Nuveen Asset Management, LLC | 217,919 | $36.7M | 0.01% | −10,312−4.5% | Reduced |
| Los Angeles Capital Management LLC | 242,002 | $40.8M | 0.15% | +2,525+1.1% | Added |
| Goldman Sachs Group Inc | 255,736 | $43.1M | 0.01% | +19,839+8.4% | Added |
| UBS Asset Management Americas Inc | 256,047 | $43.1M | 0.02% | +18,643+7.9% | Added |
| Barclays PLC | 271,349 | $45.7M | 0.02% | +147,489+119.1% | Added |
| Federated Hermes, Inc. | 331,628 | $55.9M | 0.14% | −45,347−12.0% | Reduced |
| Brown Advisory Inc | 338,184 | $57.0M | 0.08% | −5,211−1.5% | Reduced |
| California Public Employees Retirement System | 350,681 | $59.1M | 0.04% | −8,200−2.3% | Reduced |
| First Manhattan Co | 354,738 | $59.8M | 0.21% | +71,707+25.3% | Added |
| Deutsche Bank AG | 377,205 | $63.6M | 0.03% | +58,150+18.2% | Added |
| Bank of America Corp | 378,286 | $63.7M | 0.01% | −4,262−1.1% | Reduced |
| First Trust Advisors LP | 406,128 | $68.4M | 0.07% | −55,326−12.0% | Reduced |
| Wellington Management Group LLP | 420,855 | $70.9M | 0.01% | −217,479−34.1% | Reduced |
| TD Asset Management Inc | 436,032 | $73.5M | 0.07% | +69,522+19.0% | Added |
| Schroder Investment Management Group | 442,834 | $74.6M | 0.10% | −141,220−24.2% | Reduced |
| Charles Schwab Investment Management Inc | 443,409 | $74.7M | 0.02% | +4,394+1.0% | Added |
| Prudential Financial Inc | 512,844 | $86.4M | 0.13% | +336,461+190.8% | Added |
| Macquarie Group Ltd | 626,600 | $105.6M | 0.12% | −99,214−13.7% | Reduced |
| Norges Bank | 642,488 | $108.3M | 0.02% | +1,051+0.2% | Added |
| Dimensional Fund Advisors LP | 722,858 | $121.8M | 0.04% | −168,032−18.9% | Reduced |
| Northern Trust Corp | 737,099 | $124.2M | 0.02% | +139,680+23.4% | Added |
| Lyrical Asset Management LP | 783,257 | $132.0M | 2.15% | +15,074+2.0% | Added |
| Morgan Stanley | 911,778 | $153.6M | 0.01% | +62,436+7.4% | Added |
| Invesco Ltd. | 983,421 | $165.7M | 0.04% | −83,176−7.8% | Reduced |
| Price T Rowe Associates Inc | 1,031,255 | $173.8M | 0.02% | −48,119−4.5% | Reduced |
| Geode Capital Management, LLC | 1,311,565 | $220.9M | 0.02% | +36,075+2.8% | Added |
| Massachusetts Financial Services Co | 1,457,630 | $245.6M | 0.08% | −407,866−21.9% | Reduced |
| FMR LLC | 1,885,781 | $317.7M | 0.02% | −862,381−31.4% | Reduced |
| State Street Corp | 2,710,934 | $456.8M | 0.02% | +6,702+0.2% | Added |
| Bank of New York Mellon Corp | 2,753,683 | $464.0M | 0.09% | −484,794−15.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,116,615 | $862.1M | 0.56% | −548,286−9.7% | Reduced |
| BlackRock Inc. | 5,387,911 | $907.8M | 0.02% | −59,515−1.1% | Reduced |
| Vanguard Group Inc | 6,806,278 | $1.15B | 0.03% | −193,666−2.8% | Reduced |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −20,540−100.0% | Sold out |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −16,143−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −12,327−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −11,248−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −7,585−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |