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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 948 | $157.6K | 0.02% | −8,699−90.2% | Reduced |
| Horizon Investments, LLC | 888 | $147.6K | 0.00% | +4+0.5% | Added |
| GAMMA Investing LLC | 775 | $128.8K | 0.02% | +203+35.5% | Added |
| US Bancorp | 773 | $128.5K | 0.00% | −804−51.0% | Reduced |
| Harbor Investment Advisory, LLC | 723 | $120.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 717 | $119.2K | 0.02% | +3+0.4% | Added |
| Valley National Advisers Inc | 705 | $117.0K | 0.02% | −1−0.1% | Reduced |
| Bullock Wealth Management Group | 682 | $113.8K | 0.07% | −64−8.6% | Reduced |
| Mather Group, LLC. | 594 | $111.8K | 0.00% | +163+37.8% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $99.8K | 0.03% | −500−45.5% | Reduced |
| Central Pacific Bank - Trust Division | 600 | $99.8K | 0.01% | +70+13.2% | Added |
| Quadrant Capital Group LLC | 588 | $97.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 577 | $95.9K | 0.00% | +280+94.3% | Added |
| Ameritas Investment Partners, Inc. | 562 | $93.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 532 | $88.0K | 0.00% | −1,488−73.7% | Reduced |
| Atlas Capital Advisors LLC | 502 | $83.5K | 0.01% | −1,602−76.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 493 | $82.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 481 | $80.3K | 0.01% | +481 | New |
| Global Retirement Partners, LLC | 480 | $79.8K | 0.00% | +69+16.8% | Added |
| Quent Capital, LLC | 456 | $75.8K | 0.01% | +1+0.2% | Added |
| Harvest Fund Management Co., Ltd | 428 | $71.0K | 0.01% | −660−60.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 425 | $70.6K | 0.00% | −41−8.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 423 | $70.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 353 | $66.4K | 0.00% | +101+40.1% | Added |
| Covestor Ltd | 322 | $53.0K | 0.03% | −24−6.9% | Reduced |
| Family Firm, Inc. | 305 | $50.7K | 0.01% | +305 | New |
| Redwood Wealth Management Group, LLC | 300 | $49.9K | 0.04% | +300 | New |
| Farther Finance Advisors, LLC | 290 | $48.4K | 0.00% | +190+190.0% | Added |
| EverSource Wealth Advisors, LLC | 276 | $48.3K | 0.00% | −67−19.5% | Reduced |
| Parkside Financial Bank & Trust | 269 | $44.7K | 0.01% | −3−1.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 252 | $41.9K | 0.01% | −55−17.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 233 | $38.7K | 0.00% | +15+6.9% | Added |
| Sentry Investment Management LLC | 220 | $37.0K | 0.02% | −45−17.0% | Reduced |
| SRS Capital Advisors, Inc. | 207 | $34.4K | 0.00% | +166+404.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $33.7K | 0.01% | +203 | New |
| Richardson Financial Services Inc. | 201 | $33.4K | 0.02% | +77+62.1% | Added |
| Innealta Capital, LLC | 186 | $30.9K | 0.01% | +186 | New |
| Raleigh Capital Management Inc. | 183 | $30.4K | 0.01% | +33+22.0% | Added |
| Laurel Wealth Advisors LLC | 181 | $30.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 160 | $26.6K | 0.02% | +160 | New |
| Allworth Financial LP | 149 | $25.3K | 0.00% | +13+9.6% | Added |
| Hexagon Capital Partners LLC | 149 | $24.8K | 0.01% | −11−6.9% | Reduced |
| Rothschild Investment LLC | 145 | $24.1K | 0.00% | +145 | New |
| Proequities, Inc. | 138 | $22.9K | 0.00% | −69−33.3% | Reduced |
| Zions Bancorporation, N.A. | 125 | $20.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $20.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $19.1K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $16.6K | 0.00% | +27+37.0% | Added |
| Smithfield Trust Co | 95 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $13.0K | 0.00% | +50+178.6% | Added |
| Center for Financial Planning, Inc. | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 74 | $12.0K | 0.00% | −5−6.3% | Reduced |
| Massmutual Trust Co FSB | 72 | $12.0K | 0.00% | +6+9.1% | Added |
| Benjamin Edwards Inc | 67 | $11.0K | 0.00% | +8+13.6% | Added |
| West Paces Advisors Inc. | 62 | $10.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $10.1K | 0.00% | +49+408.3% | Added |
| Cetera Trust Company, N.A | 60 | $9.97K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 55 | $9.14K | 0.00% | +1+1.9% | Added |
| Strengthening Families & Communities, LLC | 55 | $9.00K | 0.00% | +19+52.8% | Added |
| JFS Wealth Advisors, LLC | 53 | $8.81K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 53 | $8.81K | 0.00% | −575−91.6% | Reduced |
| Harbour Investments, Inc. | 51 | $8.48K | 0.00% | +3+6.3% | Added |
| LRI Investments, LLC | 49 | $8.19K | 0.00% | +49 | New |
| Jones Financial Companies LLLP | 47 | $7.81K | 0.00% | +47 | New |
| Capital Advisors, Ltd. LLC | 45 | $7.00K | 0.00% | +2+4.7% | Added |
| GW&K Investment Management, LLC | 40 | $7.00K | 0.00% | +3+8.1% | Added |
| Bruce G. Allen Investments, LLC | 42 | $6.98K | 0.01% | −8−16.0% | Reduced |
| Smartleaf Asset Management LLC | 41 | $6.86K | 0.00% | +16+64.0% | Added |
| Prestige Wealth Management Group LLC | 41 | $6.82K | 0.00% | −8−16.3% | Reduced |
| Private Trust Co NA | 40 | $6.65K | 0.00% | −1−2.4% | Reduced |
| Fortitude Family Office, LLC | 40 | $6.65K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 39 | $6.48K | 0.00% | +39 | New |
| Financial Connections Group, Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35 | $5.82K | 0.00% | −31−47.0% | Reduced |
| Crewe Advisors LLC | 35 | $5.82K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 34 | $5.72K | 0.00% | −20−37.0% | Reduced |
| REAP Financial Group, LLC | 34 | $5.67K | 0.00% | +5+17.2% | Added |
| Huntington National Bank | 32 | $5.32K | 0.00% | −2−5.9% | Reduced |
| Umb Bank N A | 32 | $5.32K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 30 | $4.99K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $4.66K | 0.00% | +28 | New |
| Eagle Bay Advisors LLC | 27 | $4.49K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $4.16K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $3.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $3.82K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $3.49K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $3.33K | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 19 | $3.16K | 0.00% | +11+137.5% | Added |
| IFP Advisors, Inc | 17 | $2.83K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $2.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.49K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 14 | $2.33K | 0.00% | −35−71.4% | Reduced |
| Parallel Advisors, LLC | 14 | $2.33K | 0.00% | −5−26.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.16K | 0.00% | +2+18.2% | Added |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $1.94K | 0.00% | −5−31.3% | Reduced |
| Cornerstone Planning Group LLC | 10 | $1.69K | 0.00% | +2+25.0% | Added |
| Colonial Trust Co | 10 | $1.67K | 0.00% | 00.0% | Unchanged |