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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,194,211 | $224.8M | 0.05% | +210,790+21.4% | Added |
| FMR LLC | 1,202,597 | $226.4M | 0.02% | −683,184−36.2% | Reduced |
| Geode Capital Management, LLC | 1,352,414 | $254.7M | 0.02% | +40,849+3.1% | Added |
| Massachusetts Financial Services Co | 1,433,135 | $269.8M | 0.08% | −24,495−1.7% | Reduced |
| Bank of New York Mellon Corp | 2,126,216 | $400.2M | 0.08% | −627,467−22.8% | Reduced |
| State Street Corp | 2,612,854 | $491.8M | 0.02% | −98,080−3.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,147,541 | $969.0M | 0.59% | +30,926+0.6% | Added |
| BlackRock Inc. | 5,239,018 | $986.2M | 0.02% | −148,893−2.8% | Reduced |
| Vanguard Group Inc | 6,762,330 | $1.27B | 0.03% | −43,948−0.6% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −70,700−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −33,207−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −22,140−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,957−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −11,004−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,104−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −9,550−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,712−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,684−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,024−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Life Planning Partners, Inc | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |