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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 3,000 | $564.7K | 0.01% | −200−6.3% | Reduced |
| Quadcap Wealth Management, LLC | 2,993 | $563.5K | 0.13% | −220−6.8% | Reduced |
| Cornerstone Investment Partners, LLC | 2,973 | $559.6K | 0.03% | −5−0.2% | Reduced |
| Securian Asset Management, Inc | 2,971 | $559.3K | 0.02% | −338−10.2% | Reduced |
| Duality Advisers, LP | 2,964 | $557.9K | 0.06% | +2,964 | New |
| Unigestion Holding SA | 2,947 | $554.7K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,900 | $545.9K | 0.01% | +1,167+67.3% | Added |
| Credit Agricole S A | 3,192 | $545.5K | 0.01% | +1,704+114.5% | Added |
| Burney Co | 2,831 | $532.9K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,736 | $515.0K | 0.00% | +531+24.1% | Added |
| Atria Wealth Solutions, Inc. | 2,663 | $501.4K | 0.01% | −124−4.4% | Reduced |
| New Mexico Educational Retirement Board | 2,611 | $491.0K | 0.02% | −200−7.1% | Reduced |
| GoalFusion Wealth Management, LLC | 2,599 | $489.2K | 0.31% | 00.0% | Unchanged |
| Commerce Bank | 2,546 | $479.3K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,503 | $471.0K | 0.01% | +959+62.1% | Added |
| Symmetry Partners, LLC | 2,431 | $458.0K | 0.04% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,420 | $455.6K | 0.03% | +223+10.2% | Added |
| Vontobel Holding Ltd. | 2,400 | $451.8K | 0.00% | +2,400 | New |
| Teza Capital Management LLC | 2,397 | $451.2K | 0.06% | −58−2.4% | Reduced |
| Cambria Investment Management, L.P. | 2,358 | $443.9K | 0.03% | −241−9.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,328 | $438.2K | 0.02% | −5,442−70.0% | Reduced |
| Johnson Investment Counsel Inc | 2,255 | $424.6K | 0.00% | +2,255 | New |
| WFA Asset Management Corp | 2,251 | $423.7K | 0.22% | +2,251 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 2,192 | $412.6K | 0.54% | −429−16.4% | Reduced |
| HighTower Advisors, LLC | 2,118 | $412.0K | 0.00% | +526+33.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,154 | $405.5K | 0.01% | +355+19.7% | Added |
| Principal Securities, Inc. | 2,150 | $404.7K | 0.01% | +1,324+160.3% | Added |
| Atlas Capital Advisors LLC | 2,104 | $396.1K | 0.06% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,100 | $395.3K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,094 | $394.2K | 0.02% | −47−2.2% | Reduced |
| Ci Investments Inc. | 2,020 | $380.0K | 0.00% | −1,353−40.1% | Reduced |
| Sherbrooke Park Advisers LLC | 2,000 | $376.5K | 0.07% | +2,000 | New |
| Empirical Finance, LLC | 1,980 | $372.7K | 0.02% | +64+3.3% | Added |
| Diversify Advisory Services, LLC | 1,975 | $369.8K | 0.02% | +1,975 | New |
| Yarbrough Capital, LLC | 1,956 | $368.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,949 | $366.9K | 0.00% | +71+3.8% | Added |
| Wetherby Asset Management Inc | 1,921 | $361.6K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,912 | $359.9K | 0.03% | +222+13.1% | Added |
| Beacon Investment Advisory Services, Inc. | 1,910 | $359.5K | 0.02% | −139−6.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,881 | $354.1K | 0.10% | −5−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,872 | $352.3K | 0.00% | −101−5.1% | Reduced |
| V-Square Quantitative Management LLC | 1,826 | $343.7K | 0.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,825 | $343.5K | 0.01% | −44−2.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,821 | $342.8K | 0.05% | +1,821 | New |
| Csenge Advisory Group | 1,806 | $340.0K | 0.02% | +1,806 | New |
| CIBC Private Wealth Group, LLC | 1,812 | $339.2K | 0.00% | −22−1.2% | Reduced |
| Baader Bank INC | 1,750 | $329.4K | 0.03% | +1,750 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,736 | $326.8K | 0.00% | +15+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 1,727 | $325.1K | 0.02% | +35+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,714 | $322.6K | 0.02% | −160−8.5% | Reduced |
| Boston Private Wealth LLC | 1,705 | $320.9K | 0.01% | +1,705 | New |
| Stratos Wealth Partners, LTD. | 1,658 | $312.1K | 0.01% | +257+18.3% | Added |
| Coldstream Capital Management Inc | 1,657 | $311.9K | 0.01% | −31−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 1,650 | $310.6K | 0.02% | +1,650 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,648 | $310.2K | 0.01% | −16−1.0% | Reduced |
| Calamos Wealth Management LLC | 1,588 | $298.9K | 0.02% | −5−0.3% | Reduced |
| US Bancorp | 1,577 | $296.9K | 0.00% | +6+0.4% | Added |
| Paloma Partners Management Co | 1,566 | $294.8K | 0.04% | +1,566 | New |
| Ieq Capital, LLC | 1,561 | $293.8K | 0.00% | −49−3.0% | Reduced |
| CWM, LLC | 1,521 | $286.0K | 0.00% | +545+55.8% | Added |
| Steel Peak Wealth Management LLC | 1,500 | $282.4K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 1,495 | $281.4K | 0.01% | −416−21.8% | Reduced |
| Graham Capital Management, L.P. | 1,484 | $279.3K | 0.01% | +1,484 | New |
| Allen Investment Management LLC | 1,467 | $276.1K | 0.00% | −359−19.7% | Reduced |
| Vinva Investment Management Ltd | 1,453 | $273.5K | 0.02% | +1,453 | New |
| Creative Planning | 1,452 | $273.3K | 0.00% | −1,586−52.2% | Reduced |
| Swedbank AB | 1,436 | $270.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,409 | $265.2K | 0.00% | −16−1.1% | Reduced |
| Rakuten Investment Management, Inc. | 1,402 | $263.9K | 0.00% | +1,272+978.5% | Added |
| 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 |
| Forum Financial Management, LP | 1,381 | $260.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 1,377 | $259.2K | 0.00% | −2,400−63.5% | Reduced |
| TownSquare Capital, LLC | 1,363 | $256.6K | 0.00% | −1,122−45.2% | Reduced |
| Ritholtz Wealth Management | 1,354 | $254.9K | 0.01% | +1,354 | New |
| Vantage Consulting Group Inc | 1,331 | $250.5K | 0.16% | +1,331 | New |
| Cambridge Investment Research Advisors, Inc. | 1,305 | $246.0K | 0.00% | −3,684−73.8% | Reduced |
| M&T Bank Corp | 1,293 | $243.4K | 0.00% | −434−25.1% | 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 |
| Catalyst Financial Partners LLC | 1,407 | $239.3K | 0.06% | −50−3.4% | Reduced |
| Banque Pictet & Cie SA | 1,254 | $236.1K | 0.00% | +1,254 | New |
| Lido Advisors, LLC | 1,229 | $231.4K | 0.00% | −256−17.2% | Reduced |
| Vestcor Inc | 1,229 | $231.0K | 0.01% | −9−0.7% | Reduced |
| Forte Capital LLC | 1,225 | $230.6K | 0.03% | +1,225 | New |
| Cookson Peirce & Co Inc | 1,217 | $229.0K | 0.01% | +1,217 | New |
| SOL Capital Management CO | 1,200 | $226.0K | 0.03% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 1,200 | $225.9K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,180 | $222.1K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,175 | $221.2K | 0.01% | +1,175 | New |
| Berger Financial Group, Inc | 1,165 | $219.2K | 0.02% | −33,392−96.6% | Reduced |
| Lake Street Advisors Group, LLC | 1,125 | $211.8K | 0.01% | +1,125 | New |
| Personal Cfo Solutions, LLC | 1,121 | $211.2K | 0.03% | +1,121 | New |
| SC&H Financial Advisors, Inc. | 1,110 | $208.9K | 0.05% | +1,110 | New |
| Catalyst Funds Management Pty Ltd | 1,100 | $207.1K | 0.06% | +1,100 | New |
| Ameritas Advisory Services, LLC | 1,176 | $205.4K | 0.01% | +1,176 | New |
| Harvest Fund Management Co., Ltd | 1,088 | $205.0K | 0.02% | +698+179.0% | Added |
| Tower Research Capital LLC (TRC) | 890 | $167.5K | 0.00% | −5,482−86.0% | Reduced |
| Horizon Investments, LLC | 884 | $166.4K | 0.00% | −89−9.1% | Reduced |
| Bullock Wealth Management Group | 746 | $139.7K | 0.09% | +746 | New |