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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 9,723 | $1.83M | 0.01% | −483−4.7% | Reduced |
| Quest Partners LLC | 9,647 | $1.82M | 0.32% | +8,728+949.7% | Added |
| CenterBook Partners LP | 9,621 | $1.81M | 0.12% | +5,891+157.9% | Added |
| Globeflex Capital L P | 9,562 | $1.80M | 0.18% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 9,445 | $1.78M | 0.04% | +9,445 | New |
| Handelsbanken Fonder AB | 9,300 | $1.75M | 0.01% | 00.0% | Unchanged |
| Czech National Bank | 9,138 | $1.72M | 0.02% | −73−0.8% | Reduced |
| Utah Retirement Systems | 9,118 | $1.72M | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,979 | $1.69M | 0.03% | +6,460+256.5% | Added |
| QRG Capital Management, Inc. | 8,705 | $1.64M | 0.02% | +5,903+210.7% | Added |
| GWM Advisors LLC | 8,466 | $1.59M | 0.01% | −1,354−13.8% | Reduced |
| Tredje AP-fonden | 8,395 | $1.58M | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8,328 | $1.57M | 0.25% | +1,316+18.8% | Added |
| Public Sector Pension Investment Board | 8,308 | $1.56M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,203 | $1.54M | 0.00% | +4,507+121.9% | Added |
| Annex Advisory Services, LLC | 8,197 | $1.54M | 0.05% | +20.0% | Added |
| Truist Financial Corp | 8,186 | $1.54M | 0.00% | +120+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,070 | $1.52M | 0.11% | +8,070 | New |
| Redwood Investment Management, LLC | 8,036 | $1.51M | 0.15% | +8,036 | New |
| Cornercap Investment Counsel Inc | 7,944 | $1.50M | 0.23% | +74+0.9% | Added |
| Mercer Global Advisors Inc | 7,936 | $1.49M | 0.00% | +5,261+196.7% | Added |
| The PNC Financial Services Group, Inc. | 7,686 | $1.45M | 0.00% | +933+13.8% | Added |
| Yousif Capital Management, LLC | 7,565 | $1.42M | 0.02% | −392−4.9% | Reduced |
| Savant Capital, LLC | 7,480 | $1.41M | 0.02% | +4,471+148.6% | Added |
| Holocene Advisors, LP | 7,387 | $1.39M | 0.01% | −2,830−27.7% | Reduced |
| Dana Investment Advisors, Inc. | 7,323 | $1.38M | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 7,303 | $1.37M | 0.00% | −100−1.4% | Reduced |
| Raymond James & Associates | 7,225 | $1.36M | 0.00% | −3,178−30.5% | Reduced |
| CIBC Asset Management Inc | 7,224 | $1.36M | 0.00% | +129+1.8% | Added |
| Xponance, Inc. | 7,214 | $1.36M | 0.01% | +515+7.7% | Added |
| Pensionfund Sabic | 7,000 | $1.32M | 0.39% | −500−6.7% | Reduced |
| Pearl River Capital, LLC | 6,954 | $1.31M | 0.21% | +889+14.7% | Added |
| Ethic Inc. | 6,914 | $1.30M | 0.03% | −361−5.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,847 | $1.29M | 0.02% | +1,848+37.0% | Added |
| Mutual of America Capital Management LLC | 6,809 | $1.28M | 0.01% | −231−3.3% | Reduced |
| Stifel Financial Corp | 6,786 | $1.28M | 0.00% | −1,148−14.5% | Reduced |
| USS Investment Management Ltd | 6,700 | $1.26M | 0.01% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,177 | $1.26M | 0.02% | −11,373−78.2% | Reduced |
| Versor Investments LP | 6,675 | $1.26M | 0.25% | +3,353+100.9% | Added |
| DekaBank Deutsche Girozentrale | 6,698 | $1.24M | 0.00% | +748+12.6% | Added |
| Gsa Capital Partners LLP | 6,442 | $1.21M | 0.10% | +6,442 | New |
| Mariner, LLC | 6,441 | $1.21M | 0.00% | +402+6.7% | Added |
| Illinois Municipal Retirement Fund | 6,431 | $1.21M | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,373 | $1.20M | 0.00% | +73+1.2% | Added |
| Northwest & Ethical Investments L.P. | 6,349 | $1.20M | 0.03% | +6,349 | New |
| Captrust Financial Advisors | 6,290 | $1.18M | 0.00% | −4,129−39.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,282 | $1.18M | 0.01% | +2,874+84.3% | Added |
| British Columbia Investment Management Corp | 6,281 | $1.18M | 0.01% | +179+2.9% | Added |
| ExodusPoint Capital Management, LP | 6,237 | $1.17M | 0.01% | +1,561+33.4% | Added |
| Edmp, Inc. | 6,075 | $1.14M | 0.95% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 5,862 | $1.10M | 0.01% | +801+15.8% | Added |
| MML Investors Services, LLC | 5,815 | $1.09M | 0.00% | +96+1.7% | Added |
| Public Employees Retirement Association of Colorado | 5,774 | $1.09M | 0.00% | −392−6.4% | Reduced |
| Panagora Asset Management Inc | 5,765 | $1.09M | 0.01% | −91−1.6% | Reduced |
| GeoWealth Management, LLC | 5,642 | $1.06M | 0.04% | −346−5.8% | Reduced |
| UniSuper Management Pty Ltd | 5,640 | $1.06M | 0.01% | +4,844+608.5% | Added |
| State of Alaska, Department of Revenue | 5,639 | $1.06M | 0.01% | −40−0.7% | Reduced |
| Bayesian Capital Management, LP | 5,622 | $1.06M | 0.10% | +5,622 | New |
| Janus Henderson Group PLC | 5,607 | $1.06M | 0.00% | −299−5.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,447 | $1.03M | 0.00% | +550+11.2% | Added |
| Quantinno Capital Management LP | 5,368 | $1.01M | 0.02% | +1,542+40.3% | Added |
| Cerity Partners LLC | 5,296 | $996.7K | 0.00% | +3,049+135.7% | Added |
| Cubic Asset Management, LLC | 5,100 | $960.0K | 0.23% | 00.0% | Unchanged |
| Hartford Investment Management Co | 4,898 | $922.0K | 0.03% | +432+9.7% | Added |
| Park Avenue Securities LLC | 4,865 | $916.0K | 0.01% | +1,154+31.1% | Added |
| Brinker Capital Investments, LLC | 4,778 | $899.4K | 0.01% | −328−6.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,778 | $899.4K | 0.01% | −328−6.4% | Reduced |
| Asset Management Group, Inc. | 4,527 | $852.2K | 0.16% | −503−10.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,500 | $847.1K | 0.00% | −2,500−35.7% | Reduced |
| Gulf International Bank (UK) Ltd | 4,458 | $839.0K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,405 | $829.2K | 0.02% | −1,900−30.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,282 | $806.0K | 0.01% | −292−6.4% | Reduced |
| NorthRock Partners, LLC | 4,244 | $798.9K | 0.03% | +228+5.7% | Added |
| Westpac Banking Corp | 4,192 | $789.1K | 0.06% | +4,192 | New |
| Perpetual Ltd | 4,192 | $789.1K | 0.01% | +4,192 | New |
| Algert Global LLC | 4,158 | $782.7K | 0.03% | +4,158 | New |
| US Asset Management LLC | 4,008 | $754.0K | 0.68% | −27−0.7% | Reduced |
| RBF Capital, LLC | 4,000 | $753.0K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 3,944 | $742.4K | 0.02% | −264−6.3% | Reduced |
| KBC Group NV | 3,914 | $737.0K | 0.00% | 00.0% | Unchanged |
| SRB Corp | 3,905 | $735.1K | 0.04% | +869+28.6% | Added |
| Janney Montgomery Scott LLC | 3,816 | $718.0K | 0.00% | +189+5.2% | Added |
| Capstone Investment Advisors, LLC | 3,794 | $714.2K | 0.01% | +1,809+91.1% | Added |
| Jackson Creek Investment Advisors LLC | 3,760 | $708.0K | 0.25% | +1,861+98.0% | Added |
| Maryland State Retirement & Pension System | 4,162 | $707.1K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,657 | $688.4K | 0.00% | +85+2.4% | Added |
| Qtron Investments LLC | 3,656 | $688.2K | 0.10% | +2,109+136.3% | Added |
| Crossmark Global Holdings, Inc. | 3,640 | $685.0K | 0.01% | −304−7.7% | Reduced |
| Oppenheimer Asset Management Inc. | 3,599 | $677.5K | 0.01% | −61−1.7% | Reduced |
| Signaturefd, LLC | 3,591 | $676.0K | 0.01% | +147+4.3% | Added |
| Walleye Capital LLC | 3,552 | $668.6K | 0.01% | −35,943−91.0% | Reduced |
| Centiva Capital, LP | 3,548 | $667.9K | 0.04% | +2,345+194.9% | Added |
| Exchange Traded Concepts, LLC | 3,506 | $660.0K | 0.02% | +3,506 | New |
| Cresset Asset Management, LLC | 3,476 | $654.4K | 0.00% | +477+15.9% | Added |
| Stoneridge Investment Partners LLC | 3,383 | $637.0K | 0.24% | −2,395−41.5% | Reduced |
| Hillsdale Investment Management Inc. | 3,280 | $617.4K | 0.05% | +3,280 | New |
| Metis Global Partners, LLC | 3,276 | $616.7K | 0.02% | +89+2.8% | Added |
| Stevens Capital Management LP | 3,238 | $610.0K | 0.12% | +3,238 | New |
| iA Global Asset Management Inc. | 3,159 | $595.0K | 0.01% | −258−7.6% | Reduced |
| Martingale Asset Management L P | 3,004 | $565.5K | 0.01% | +1,704+131.1% | Added |