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, Q1 2024
Institutional positions in Assurant, Inc. as of Mar 31, 2024. 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
- 509
- +27 vs. Q4 2023
- Shares held
- 48.9M
- +203.8K (+0.4%) vs. Q4 2023
- Total value
- $9.20B
- +$994.8M (+12.1%) vs. Q4 2023
- New holders
- 73
- 169 more added
- Sold out
- 46
- 190 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 530 | $99.2K | 0.01% | +530 | New |
| AlphaCentric Advisors LLC | 533 | $100.3K | 0.06% | −71−11.8% | Reduced |
| Ameritas Investment Partners, Inc. | 562 | $105.8K | 0.00% | −68−10.8% | Reduced |
| GAMMA Investing LLC | 572 | $107.7K | 0.02% | +51+9.8% | Added |
| Quadrant Capital Group LLC | 588 | $110.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 628 | $118.2K | 0.00% | +40+6.8% | Added |
| Valley National Advisers Inc | 706 | $132.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 714 | $134.4K | 0.02% | −723−50.3% | Reduced |
| Harbor Investment Advisory, LLC | 723 | $136.1K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 746 | $139.7K | 0.09% | +746 | New |
| Horizon Investments, LLC | 884 | $166.4K | 0.00% | −89−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 890 | $167.5K | 0.00% | −5,482−86.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,088 | $205.0K | 0.02% | +698+179.0% | Added |
| Ameritas Advisory Services, LLC | 1,176 | $205.4K | 0.01% | +1,176 | New |
| Catalyst Funds Management Pty Ltd | 1,100 | $207.1K | 0.06% | +1,100 | New |
| SC&H Financial Advisors, Inc. | 1,110 | $208.9K | 0.05% | +1,110 | New |
| Personal Cfo Solutions, LLC | 1,121 | $211.2K | 0.03% | +1,121 | New |
| Lake Street Advisors Group, LLC | 1,125 | $211.8K | 0.01% | +1,125 | New |
| Berger Financial Group, Inc | 1,165 | $219.2K | 0.02% | −33,392−96.6% | Reduced |
| Brighton Jones LLC | 1,175 | $221.2K | 0.01% | +1,175 | New |
| Ramirez Asset Management, Inc. | 1,180 | $222.1K | 0.04% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 1,200 | $225.9K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,200 | $226.0K | 0.03% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,217 | $229.0K | 0.01% | +1,217 | New |
| Forte Capital LLC | 1,225 | $230.6K | 0.03% | +1,225 | New |
| Vestcor Inc | 1,229 | $231.0K | 0.01% | −9−0.7% | Reduced |
| Lido Advisors, LLC | 1,229 | $231.4K | 0.00% | −256−17.2% | Reduced |
| Banque Pictet & Cie SA | 1,254 | $236.1K | 0.00% | +1,254 | New |
| Catalyst Financial Partners LLC | 1,407 | $239.3K | 0.06% | −50−3.4% | Reduced |
| Walleye Trading LLC | 1,280 | $240.9K | 0.00% | −4,567−78.1% | Reduced |
| Engineers Gate Manager LP | 1,280 | $240.9K | 0.01% | −2,790−68.6% | Reduced |
| M&T Bank Corp | 1,293 | $243.4K | 0.00% | −434−25.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,305 | $246.0K | 0.00% | −3,684−73.8% | Reduced |
| Vantage Consulting Group Inc | 1,331 | $250.5K | 0.16% | +1,331 | New |
| Ritholtz Wealth Management | 1,354 | $254.9K | 0.01% | +1,354 | New |
| TownSquare Capital, LLC | 1,363 | $256.6K | 0.00% | −1,122−45.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,377 | $259.2K | 0.00% | −2,400−63.5% | Reduced |
| Forum Financial Management, LP | 1,381 | $260.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,391 | $261.8K | 0.18% | +3+0.2% | Added |
| Atomi Financial Group, Inc. | 1,391 | $261.8K | 0.02% | +158+12.8% | Added |
| Rakuten Investment Management, Inc. | 1,402 | $263.9K | 0.00% | +1,272+978.5% | Added |
| Squarepoint Ops LLC | 1,409 | $265.2K | 0.00% | −16−1.1% | Reduced |
| Swedbank AB | 1,436 | $270.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1,452 | $273.3K | 0.00% | −1,586−52.2% | Reduced |
| Vinva Investment Management Ltd | 1,453 | $273.5K | 0.02% | +1,453 | New |
| Allen Investment Management LLC | 1,467 | $276.1K | 0.00% | −359−19.7% | Reduced |
| Graham Capital Management, L.P. | 1,484 | $279.3K | 0.01% | +1,484 | New |
| Davis R M Inc | 1,495 | $281.4K | 0.01% | −416−21.8% | Reduced |
| Steel Peak Wealth Management LLC | 1,500 | $282.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,521 | $286.0K | 0.00% | +545+55.8% | Added |
| Ieq Capital, LLC | 1,561 | $293.8K | 0.00% | −49−3.0% | Reduced |
| Paloma Partners Management Co | 1,566 | $294.8K | 0.04% | +1,566 | New |
| US Bancorp | 1,577 | $296.9K | 0.00% | +6+0.4% | Added |
| Calamos Wealth Management LLC | 1,588 | $298.9K | 0.02% | −5−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,648 | $310.2K | 0.01% | −16−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,650 | $310.6K | 0.02% | +1,650 | New |
| Coldstream Capital Management Inc | 1,657 | $311.9K | 0.01% | −31−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 1,658 | $312.1K | 0.01% | +257+18.3% | Added |
| Boston Private Wealth LLC | 1,705 | $320.9K | 0.01% | +1,705 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,714 | $322.6K | 0.02% | −160−8.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,727 | $325.1K | 0.02% | +35+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,736 | $326.8K | 0.00% | +15+0.9% | Added |
| Baader Bank INC | 1,750 | $329.4K | 0.03% | +1,750 | New |
| CIBC Private Wealth Group, LLC | 1,812 | $339.2K | 0.00% | −22−1.2% | Reduced |
| Csenge Advisory Group | 1,806 | $340.0K | 0.02% | +1,806 | New |
| Fifth Third Wealth Advisors LLC | 1,821 | $342.8K | 0.05% | +1,821 | New |
| Norinchukin Bank, The | 1,825 | $343.5K | 0.01% | −44−2.4% | Reduced |
| V-Square Quantitative Management LLC | 1,826 | $343.7K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,872 | $352.3K | 0.00% | −101−5.1% | Reduced |
| Ifrah Financial Services, Inc. | 1,881 | $354.1K | 0.10% | −5−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,910 | $359.5K | 0.02% | −139−6.8% | Reduced |
| Eqis Capital Management, Inc. | 1,912 | $359.9K | 0.03% | +222+13.1% | Added |
| Wetherby Asset Management Inc | 1,921 | $361.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,949 | $366.9K | 0.00% | +71+3.8% | Added |
| Yarbrough Capital, LLC | 1,956 | $368.2K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,975 | $369.8K | 0.02% | +1,975 | New |
| Empirical Finance, LLC | 1,980 | $372.7K | 0.02% | +64+3.3% | Added |
| Sherbrooke Park Advisers LLC | 2,000 | $376.5K | 0.07% | +2,000 | New |
| Ci Investments Inc. | 2,020 | $380.0K | 0.00% | −1,353−40.1% | Reduced |
| Metropolitan Life Insurance Co | 2,094 | $394.2K | 0.02% | −47−2.2% | Reduced |
| E. Ohman J:or Asset Management AB | 2,100 | $395.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,104 | $396.1K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,150 | $404.7K | 0.01% | +1,324+160.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,154 | $405.5K | 0.01% | +355+19.7% | Added |
| HighTower Advisors, LLC | 2,118 | $412.0K | 0.00% | +526+33.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,192 | $412.6K | 0.54% | −429−16.4% | Reduced |
| WFA Asset Management Corp | 2,251 | $423.7K | 0.22% | +2,251 | New |
| Johnson Investment Counsel Inc | 2,255 | $424.6K | 0.00% | +2,255 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,328 | $438.2K | 0.02% | −5,442−70.0% | Reduced |
| Cambria Investment Management, L.P. | 2,358 | $443.9K | 0.03% | −241−9.3% | Reduced |
| Teza Capital Management LLC | 2,397 | $451.2K | 0.06% | −58−2.4% | Reduced |
| Vontobel Holding Ltd. | 2,400 | $451.8K | 0.00% | +2,400 | New |
| Tectonic Advisors LLC | 2,420 | $455.6K | 0.03% | +223+10.2% | Added |
| Symmetry Partners, LLC | 2,431 | $458.0K | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,503 | $471.0K | 0.01% | +959+62.1% | Added |
| Commerce Bank | 2,546 | $479.3K | 0.00% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 2,599 | $489.2K | 0.31% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,611 | $491.0K | 0.02% | −200−7.1% | Reduced |
| Atria Wealth Solutions, Inc. | 2,663 | $501.4K | 0.01% | −124−4.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,736 | $515.0K | 0.00% | +531+24.1% | Added |