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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 2,598 | $437.7K | 0.08% | +2,598 | New |
| Commerce Bank | 2,546 | $429.0K | 0.00% | −537−17.4% | Reduced |
| Toroso Investments, LLC | 2,519 | $424.4K | 0.01% | +2,519 | New |
| TownSquare Capital, LLC | 2,485 | $418.7K | 0.01% | −921−27.0% | Reduced |
| Teza Capital Management LLC | 2,455 | $413.6K | 0.07% | +2,455 | New |
| Symmetry Partners, LLC | 2,431 | $409.0K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,414 | $406.7K | 0.01% | +2,414 | New |
| Cetera Investment Advisers | 2,386 | $402.1K | 0.00% | +2,386 | New |
| Cerity Partners LLC | 2,247 | $378.6K | 0.00% | +314+16.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,205 | $371.4K | 0.00% | −1,356−38.1% | Reduced |
| Tectonic Advisors LLC | 2,197 | $370.2K | 0.03% | +85+4.0% | Added |
| Commonwealth Equity Services, LLC | 2,174 | $366.0K | 0.00% | +7+0.3% | Added |
| Metropolitan Life Insurance Co | 2,141 | $360.7K | 0.02% | −52−2.4% | Reduced |
| Atlas Capital Advisors LLC | 2,104 | $354.5K | 0.05% | +2,097+29,957.1% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $353.8K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,024 | $345.5K | 0.00% | +2,024 | New |
| Beacon Investment Advisory Services, Inc. | 2,049 | $345.2K | 0.02% | +6+0.3% | Added |
| Capstone Investment Advisors, LLC | 1,985 | $334.5K | 0.01% | −2,104−51.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,973 | $332.4K | 0.00% | +1,973 | New |
| Yarbrough Capital, LLC | 1,956 | $329.6K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,921 | $323.7K | 0.02% | +88+4.8% | Added |
| Empirical Finance, LLC | 1,916 | $322.8K | 0.02% | +92+5.0% | Added |
| Davis R M Inc | 1,911 | $322.0K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,899 | $320.0K | 0.12% | +1,899 | New |
| Ifrah Financial Services, Inc. | 1,886 | $317.8K | 0.09% | −8−0.4% | Reduced |
| Fifth Third Bancorp | 1,878 | $316.4K | 0.00% | −101−5.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,874 | $315.8K | 0.02% | −2−0.1% | Reduced |
| Norinchukin Bank, The | 1,869 | $314.9K | 0.01% | −205−9.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,834 | $309.0K | 0.00% | +75+4.3% | Added |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,799 | $303.1K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,781 | $300.1K | 0.01% | +1,781 | New |
| Cetera Advisor Networks LLC | 1,736 | $292.5K | 0.00% | +1,736 | New |
| Oppenheimer & Co Inc | 1,733 | $292.0K | 0.01% | +1,733 | New |
| M&T Bank Corp | 1,727 | $291.0K | 0.00% | +37+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,721 | $290.0K | 0.00% | +45+2.7% | Added |
| Tokio Marine Asset Management Co Ltd | 1,692 | $285.1K | 0.02% | +126+8.0% | Added |
| Eqis Capital Management, Inc. | 1,690 | $284.8K | 0.02% | +1,690 | New |
| Coldstream Capital Management Inc | 1,688 | $284.4K | 0.01% | +140+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,664 | $280.4K | 0.01% | −10−0.6% | Reduced |
| Ieq Capital, LLC | 1,610 | $271.2K | 0.00% | −372−18.8% | Reduced |
| HighTower Advisors, LLC | 1,592 | $269.0K | 0.00% | +49+3.2% | Added |
| Calamos Wealth Management LLC | 1,593 | $268.4K | 0.02% | −49−3.0% | Reduced |
| US Bancorp | 1,571 | $264.8K | 0.00% | +881+127.7% | Added |
| Qtron Investments LLC | 1,547 | $260.7K | 0.04% | +1,547 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,544 | $260.0K | 0.01% | +766+98.5% | Added |
| Meeder Asset Management Inc | 1,517 | $255.6K | 0.02% | −402−20.9% | Reduced |
| Steel Peak Wealth Management LLC | 1,500 | $252.7K | 0.01% | −200−11.8% | Reduced |
| Credit Agricole S A | 1,488 | $250.7K | 0.01% | +990+198.8% | Added |
| Lido Advisors, LLC | 1,485 | $250.2K | 0.00% | +1,485 | New |
| Inceptionr LLC | 1,476 | $248.7K | 0.18% | +1,476 | New |
| Catalyst Financial Partners LLC | 1,457 | $245.5K | 0.07% | +6+0.4% | Added |
| Red Door Wealth Management, LLC | 1,441 | $242.8K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 1,437 | $242.1K | 0.05% | −514−26.3% | Reduced |
| Swedbank AB | 1,436 | $242.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,425 | $240.1K | 0.00% | −17,980−92.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,401 | $236.2K | 0.00% | +1,401 | New |
| C M Bidwell & Associates Ltd | 1,388 | $233.9K | 0.17% | +1,388 | New |
| Forum Financial Management, LP | 1,381 | $232.7K | 0.00% | +1,381 | New |
| Martingale Asset Management L P | 1,300 | $219.0K | 0.00% | +1,300 | New |
| Investment Management Corp of Ontario | 1,274 | $214.7K | 0.01% | +1,274 | New |
| Vestcor Inc | 1,238 | $209.0K | 0.01% | −26−2.1% | Reduced |
| Atomi Financial Group, Inc. | 1,233 | $207.7K | 0.03% | +1,233 | New |
| Centiva Capital, LP | 1,203 | $202.7K | 0.01% | +1,203 | 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 |
| SOL Capital Management CO | 1,200 | $202.0K | 0.03% | +1,200 | New |
| Ramirez Asset Management, Inc. | 1,180 | $198.8K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 976 | $164.0K | 0.00% | +62+6.8% | Added |
| Kapitalo Investimentos Ltda | 970 | $163.4K | 0.03% | +46+5.0% | Added |
| Horizon Investments, LLC | 973 | $163.2K | 0.00% | −94−8.8% | Reduced |
| Quest Partners LLC | 919 | $154.8K | 0.03% | +919 | New |
| Principal Securities, Inc. | 826 | $139.2K | 0.01% | +826 | New |
| UniSuper Management Pty Ltd | 796 | $134.1K | 0.00% | +396+99.0% | Added |
| Advisory Services Network, LLC | 730 | $123.0K | 0.00% | +730 | New |
| Harbor Investment Advisory, LLC | 723 | $121.8K | 0.01% | +200+38.2% | Added |
| Valley National Advisers Inc | 706 | $118.0K | 0.02% | +1+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 680 | $114.6K | 0.03% | +680 | New |
| Ameritas Investment Partners, Inc. | 630 | $106.1K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 620 | $104.4K | 0.04% | +620 | New |
| AlphaCentric Advisors LLC | 604 | $101.8K | 0.07% | +604 | New |
| Quadrant Capital Group LLC | 588 | $99.1K | 0.01% | −136−18.8% | Reduced |
| First Horizon Advisors, Inc. | 588 | $99.1K | 0.00% | +588 | New |
| GAMMA Investing LLC | 521 | $87.5K | 0.02% | +521 | New |
| Householder Group Estate & Retirement Specialist, LLC | 493 | $83.0K | 0.03% | −3−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 486 | $81.9K | 0.00% | −419−46.3% | Reduced |
| Quent Capital, LLC | 480 | $80.8K | 0.01% | −14−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 450 | $75.8K | 0.01% | +2+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $71.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 417 | $71.0K | 0.00% | +30+7.8% | Added |
| Jamison Private Wealth Management, Inc. | 405 | $68.2K | 0.01% | +405 | New |
| Harvest Fund Management Co., Ltd | 390 | $66.0K | 0.01% | +212+119.1% | Added |
| Gradient Investments LLC | 379 | $63.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 378 | $63.7K | 0.02% | +378 | New |
| Life Planning Partners, Inc | 370 | $62.3K | 0.06% | +370 | New |
| Acadian Asset Management LLC | 337 | $56.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 310 | $51.0K | 0.00% | +277+839.4% | Added |
| Quarry LP | 302 | $50.9K | 0.03% | +302 | New |
| Parkside Financial Bank & Trust | 278 | $46.8K | 0.01% | −32−10.3% | Reduced |