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, Q2 2024
Institutional positions in Assurant, Inc. as of Jun 30, 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
- 518
- +16 vs. Q1 2024
- Shares held
- 49.2M
- +518.5K (+1.1%) vs. Q1 2024
- Total value
- $8.17B
- −$975.0M (−10.7%) vs. Q1 2024
- New holders
- 65
- 197 more added
- Sold out
- 49
- 187 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 3,186 | $530.0K | 0.06% | +3,186 | New |
| Jackson Creek Investment Advisors LLC | 3,157 | $525.0K | 0.19% | −603−16.0% | Reduced |
| Gsa Capital Partners LLP | 3,103 | $516.0K | 0.04% | −3,339−51.8% | Reduced |
| Oak Thistle LLC | 3,061 | $508.9K | 0.38% | +3,061 | New |
| Martingale Asset Management L P | 3,004 | $499.4K | 0.01% | 00.0% | Unchanged |
| Unigestion Holding SA | 2,947 | $496.5K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,976 | $494.8K | 0.01% | +2,086+234.4% | Added |
| Louisiana State Employees Retirement System | 2,900 | $482.1K | 0.01% | −100−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,880 | $478.8K | 0.00% | −3,493−54.8% | Reduced |
| Securian Asset Management, Inc | 2,871 | $477.3K | 0.01% | −100−3.4% | Reduced |
| Verition Fund Management LLC | 2,868 | $476.8K | 0.00% | −70,939−96.1% | Reduced |
| Sanctuary Advisors, LLC | 2,746 | $474.8K | 0.00% | +2,746 | New |
| HTLF Bank | 2,819 | $468.7K | 0.05% | +2,819 | New |
| Burney Co | 2,731 | $454.0K | 0.02% | −100−3.5% | Reduced |
| Contravisory Investment Management, Inc. | 2,696 | $448.2K | 0.10% | +2,696 | New |
| Plato Investment Management Ltd | 2,695 | $448.0K | 0.04% | +2,569+2,038.9% | Added |
| Two Sigma Securities, LLC | 2,657 | $441.7K | 0.02% | +2,657 | New |
| Tectonic Advisors LLC | 2,645 | $439.7K | 0.03% | +225+9.3% | Added |
| New Mexico Educational Retirement Board | 2,611 | $434.0K | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,602 | $432.6K | 0.08% | +2,602 | New |
| GoalFusion Wealth Management, LLC | 2,599 | $432.1K | 0.27% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,553 | $424.4K | 0.02% | +747+41.4% | Added |
| Commerce Bank | 2,549 | $423.8K | 0.00% | +3+0.1% | Added |
| Boothbay Fund Management, LLC | 2,519 | $418.8K | 0.01% | +2,519 | New |
| Centiva Capital, LP | 2,496 | $415.0K | 0.02% | −1,052−29.7% | Reduced |
| Clearstead Advisors, LLC | 2,457 | $408.5K | 0.01% | +2,243+1,048.1% | Added |
| Symmetry Partners, LLC | 2,431 | $404.0K | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,391 | $397.5K | 0.30% | +2,391 | New |
| CWM, LLC | 2,277 | $379.0K | 0.00% | +756+49.7% | Added |
| Fifth Third Wealth Advisors LLC | 2,271 | $377.6K | 0.03% | +450+24.7% | Added |
| Cornerstone Investment Partners, LLC | 2,264 | $376.4K | 0.02% | −709−23.8% | Reduced |
| Johnson Investment Counsel Inc | 2,256 | $375.0K | 0.00% | +10.0% | Added |
| WFA Asset Management Corp | 2,251 | $374.2K | 0.21% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,241 | $373.0K | 0.00% | −3,574−61.5% | Reduced |
| Rakuten Investment Management, Inc. | 2,213 | $370.1K | 0.00% | +811+57.8% | Added |
| Sherbrooke Park Advisers LLC | 2,213 | $367.9K | 0.06% | +213+10.7% | Added |
| Engineers Gate Manager LP | 2,203 | $366.2K | 0.01% | +923+72.1% | Added |
| Vontobel Holding Ltd. | 2,179 | $362.3K | 0.00% | −221−9.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,174 | $361.4K | 0.01% | −154−6.6% | Reduced |
| Scientech Research LLC | 2,165 | $359.9K | 0.07% | +2,165 | New |
| National Wealth Management Group, LLC | 2,164 | $359.8K | 0.27% | +2,164 | New |
| E. Ohman J:or Asset Management AB | 2,100 | $349.1K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,131 | $348.0K | 0.00% | +13+0.6% | Added |
| Omers Administration Corp | 2,024 | $336.5K | 0.00% | +2,024 | New |
| MQS Management LLC | 1,988 | $330.5K | 0.20% | +1,988 | New |
| Fifth Third Bancorp | 1,932 | $321.2K | 0.00% | −17−0.9% | Reduced |
| Diversify Advisory Services, LLC | 1,980 | $320.0K | 0.02% | +5+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 1,910 | $317.5K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,898 | $315.5K | 0.01% | +544+40.2% | Added |
| Cambria Investment Management, L.P. | 1,881 | $312.7K | 0.02% | −477−20.2% | Reduced |
| Ifrah Financial Services, Inc. | 1,878 | $312.2K | 0.09% | −3−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 1,859 | $309.0K | 0.00% | −13−0.7% | Reduced |
| Norinchukin Bank, The | 1,851 | $307.7K | 0.01% | +26+1.4% | Added |
| Stevens Capital Management LP | 1,847 | $307.0K | 0.10% | −1,391−43.0% | Reduced |
| Wetherby Asset Management Inc | 1,837 | $305.4K | 0.01% | −84−4.4% | Reduced |
| Empirical Finance, LLC | 1,827 | $303.7K | 0.02% | −153−7.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,825 | $303.5K | 0.01% | +1,825 | New |
| Eqis Capital Management, Inc. | 1,818 | $302.2K | 0.02% | −94−4.9% | Reduced |
| V-Square Quantitative Management LLC | 1,805 | $300.1K | 0.05% | −21−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,812 | $292.5K | 0.00% | 00.0% | Unchanged |
| Forte Capital LLC | 1,748 | $290.6K | 0.04% | +523+42.7% | Added |
| Tokio Marine Asset Management Co Ltd | 1,727 | $287.1K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,725 | $286.8K | 0.01% | +445+34.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,713 | $284.8K | 0.00% | −23−1.3% | Reduced |
| Atria Investments LLC | 1,693 | $281.5K | 0.00% | +1,693 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,677 | $278.8K | 0.02% | −37−2.2% | Reduced |
| AlphaCore Capital LLC | 1,665 | $276.8K | 0.07% | +1,665 | New |
| Boston Private Wealth LLC | 1,661 | $276.1K | 0.01% | −44−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,655 | $275.1K | 0.01% | +7+0.4% | Added |
| Schechter Investment Advisors, LLC | 1,650 | $274.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,643 | $273.1K | 0.01% | −14−0.8% | Reduced |
| Jefferies Financial Group Inc. | 1,611 | $267.8K | 0.01% | +1,611 | New |
| C M Bidwell & Associates Ltd | 1,596 | $265.3K | 0.18% | +205+14.7% | Added |
| Cookson Peirce & Co Inc | 1,590 | $264.3K | 0.01% | +373+30.6% | Added |
| Ieq Capital, LLC | 1,577 | $262.1K | 0.00% | +16+1.0% | Added |
| Vinva Investment Management Ltd | 1,521 | $254.4K | 0.01% | +68+4.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,470 | $244.4K | 0.00% | −3,977−73.0% | Reduced |
| Catalyst Financial Partners LLC | 1,466 | $243.7K | 0.05% | +59+4.2% | Added |
| Swedbank AB | 1,436 | $238.7K | 0.00% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,421 | $236.2K | 0.01% | +1,421 | New |
| B. Metzler seel. Sohn & Co. AG | 1,410 | $234.4K | 0.00% | +33+2.4% | Added |
| Vantage Consulting Group Inc | 1,408 | $234.1K | 0.17% | +77+5.8% | Added |
| Forum Financial Management, LP | 1,386 | $230.4K | 0.00% | +5+0.4% | Added |
| TownSquare Capital, LLC | 1,377 | $228.9K | 0.00% | +14+1.0% | Added |
| Entropy Technologies, LP | 1,363 | $226.6K | 0.02% | +1,363 | New |
| Kovitz Investment Group Partners, LLC | 1,343 | $223.5K | 0.00% | +1,343 | New |
| Menard Financial Group LLC | 1,340 | $222.8K | 0.16% | +1,340 | New |
| Calamos Wealth Management LLC | 1,296 | $215.5K | 0.01% | −292−18.4% | Reduced |
| M Holdings Securities, Inc. | 1,293 | $215.0K | 0.03% | +1,293 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,287 | $214.0K | 0.00% | +1,287 | New |
| CAPROCK Group, Inc. | 1,246 | $207.2K | 0.01% | +1,246 | New |
| Lido Advisors, LLC | 1,234 | $205.2K | 0.00% | +5+0.4% | Added |
| Stratos Wealth Partners, LTD. | 1,233 | $205.1K | 0.00% | −425−25.6% | Reduced |
| M&T Bank Corp | 1,229 | $204.3K | 0.00% | −64−4.9% | Reduced |
| Vestcor Inc | 1,229 | $204.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,202 | $199.0K | 0.00% | +865+256.7% | Added |
| Ramirez Asset Management, Inc. | 1,180 | $196.2K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,143 | $190.0K | 0.08% | +1,075+1,580.9% | Added |
| USA Financial Portformulas Corp | 1,066 | $177.2K | 0.03% | −7,262−87.2% | Reduced |
| AlphaCentric Advisors LLC | 1,054 | $175.2K | 0.13% | +521+97.7% | Added |