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Livermore
Livermore
ZHEN

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

Q3 2024 vs. Q2 2024

How the institutions holding Assurant, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of AIZ: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders5184524+10
Shares49.2M5.05M49.1M+4.97M (+11.3%)
Value$8.17B$839.3M$9.72B+$2.38B (+32.5%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Assurant, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to AIZ in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.5,091,718$1.01B0.02%
Woodline Partners LP229,410$45.6M0.39%
FIL Ltd150,000$29.8M0.03%
Point72 Asset Management, L.P.133,912$26.6M0.09%
Hudson Bay Capital Management LP50,000$9.94M0.07%
Churchill Management Corp31,064$6.18M0.07%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund28,514$5.67M0.06%
Edgestream Partners, L.P.25,647$5.10M0.22%
Nebula Research & Development LLC14,351$2.85M0.34%
Two Sigma Investments, LP12,447$2.48M0.01%
Capital Fund Management S.A.11,161$2.22M0.02%
Teza Capital Management LLC11,039$2.20M0.24%
Dean Capital Management9,882$1.97M0.83%
Colony Group, LLC74,170$1.87M0.01%
Prelude Capital Management, LLC8,440$1.68M0.13%
Cascade Investment Advisors, Inc.7,419$1.48M0.94%
Shell Asset Management Co6,423$1.28M0.06%
Pensionmark Financial Group, LLC6,107$1.21M0.04%
AXA S.A.5,391$1.07M0.00%
Point72 (DIFC) Ltd5,048$1.00M0.08%
Empirical Asset Management, LLC4,439$882.7K0.31%
GeoWealth Management, LLC3,836$762.8K0.03%
International Assets Investment Management, LLC143,179$720.0K0.00%
Brevan Howard Capital Management LP3,550$706.0K0.03%
Lecap Asset Management Ltd3,425$681.1K0.15%
Everence Capital Management Inc2,160$430.0K0.03%
Sterling Capital Management LLC1,983$394.3K0.01%
Alps Advisors Inc1,850$367.9K0.00%
Investment Management Corp of Ontario1,674$332.9K0.01%
GTS Securities LLC1,602$318.6K0.01%
Net Worth Advisory Group1,520$302.2K0.09%
Point72 Asia (Singapore) Pte. Ltd.1,445$287.4K0.05%
B. Metzler seel. Sohn & Co. Holding AG1,410$280.4K0.00%
Seven Eight Capital, LP1,398$278.0K0.02%
Aigen Investment Management, LP1,313$261.1K0.05%
Axq Capital, LP1,253$249.2K0.08%
Bryn Mawr Trust Co1,227$244.0K0.00%
Atomi Financial Group, Inc.1,215$241.6K0.02%
Pallas Capital Advisors LLC1,232$239.9K0.01%
SOL Capital Management CO1,200$239.0K0.03%
Tobias Financial Advisors, Inc.1,200$238.6K0.05%
Ameritas Advisory Services, LLC1,176$233.9K0.01%
Glenmede Trust Co NA1,150$228.7K0.00%
Lake Street Advisors Group, LLC1,144$227.6K0.01%
Meeder Advisory Services, Inc.1,134$225.5K0.01%
SC&H Financial Advisors, Inc.1,110$220.7K0.05%
Berger Financial Group, Inc1,105$219.8K0.02%
Davis R M Inc1,100$218.7K0.00%
Dark Forest Capital Management LP1,046$208.0K0.03%
Ballast Advisors LLC1,042$207.2K0.06%
Capital Research Global Investors1,041$207.0K0.00%
HB Wealth Management, LLC1,016$202.0K0.00%
Hilltop Holdings Inc.1,007$200.1K0.01%
Capstone Investment Advisors, LLC901$179.2K0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main676$134.4K0.00%
ORG Wealth Partners, LLC621$123.5K0.04%
Simplex Trading, LLC412$81.0K0.00%
Intact Investment Management Inc.360$71.6K0.00%
Capital Performance Advisors LLP282$56.1K0.02%
Alpine Bank Wealth Management242$48.1K0.01%
Skopos Labs, Inc.209$41.6K0.01%
True Wealth Design, LLC126$25.1K0.01%
Geneos Wealth Management Inc.118$23.5K0.00%
Rakuten Securities, Inc.100$19.9K0.01%
Hemington Wealth Management98$18.0K0.00%
Hazlett, Burt & Watson, Inc.50$10.0K0.00%
Baldwin Brothers Inc40$7.95K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP20$3.90K0.00%
Ashton Thomas Securities, LLC18$3.58K0.00%
Grove Bank & Trust17$3.38K0.00%
HM Payson & Co16$3.18K0.00%
Addison Advisors LLC12$2.39K0.00%
Sunbelt Securities, Inc.6$1.19K0.00%

Sold out (63)

Institutions that held Assurant, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of AIZ in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Balyasny Asset Management LLC173,415$28.8M
APG Asset Management N.V.62,275$9.66M
ExodusPoint Capital Management, LP37,173$6.18M
Patton Fund Management, Inc.24,279$4.04M
Elevatus Welath Management19,391$3.22M
Campbell & CO Investment Adviser LLC15,008$2.50M
Connor, Clark & Lunn Investment Management Ltd.13,220$2.20M
Steel Peak Wealth Management LLC13,051$2.17M
Aquatic Capital Management LLC10,700$1.78M
Holocene Advisors, LP10,560$1.76M
CenterBook Partners LP9,614$1.60M
Cornercap Investment Counsel Inc7,873$1.31M
Versor Investments LP7,300$1.21M
Machina Capital S.A.S.5,623$934.8K
Walleye Capital LLC4,848$806.0K
Pearl River Capital, LLC4,331$720.0K
Cyr Financial Inc.4,325$719.0K
Paloma Partners Management Co4,314$717.2K
Algert Global LLC4,150$689.9K
Magnetar Financial LLC3,714$617.5K
Bridgefront Capital, LLC3,622$602.2K
Hillsdale Investment Management Inc.3,585$596.0K
Bayesian Capital Management, LP3,575$594.3K
Westpac Banking Corp3,542$588.9K
Perpetual Ltd3,542$588.9K
Dynamic Technology Lab Private Ltd3,186$530.0K
Gsa Capital Partners LLP3,103$516.0K
Oak Thistle LLC3,061$508.9K
Unigestion Holding SA2,947$496.5K
Verition Fund Management LLC2,868$476.8K
Contravisory Investment Management, Inc.2,696$448.2K
Two Sigma Securities, LLC2,657$441.7K
Qsemble Capital Management, LP2,602$432.6K
Boothbay Fund Management, LLC2,519$418.8K
Symmetry Partners, LLC2,431$404.0K
ISAM Funds (UK) Ltd2,391$397.5K
Engineers Gate Manager LP2,203$366.2K
Scientech Research LLC2,165$359.9K
National Wealth Management Group, LLC2,164$359.8K
MQS Management LLC1,988$330.5K
Diversify Advisory Services, LLC1,980$320.0K
Boston Private Wealth LLC1,661$276.1K
Cookson Peirce & Co Inc1,590$264.3K
Vantage Consulting Group Inc1,408$234.1K
M Holdings Securities, Inc.1,293$215.0K
Stratos Wealth Partners, LTD.1,233$205.1K
Quarry LP1,143$190.0K
USA Financial Portformulas Corp1,066$177.2K
Valley National Advisers Inc705$117.0K
ORG Partners LLC481$80.3K
Family Firm, Inc.305$50.7K
Redwood Wealth Management Group, LLC300$49.9K
Innealta Capital, LLC186$30.9K
Benjamin Edwards Inc67$11.0K
Headlands Technologies LLC39$6.48K
Financial Connections Group, Inc.37$6.00K
Eagle Bay Advisors LLC27$4.49K
Asset Dedication, LLC23$3.82K
Frazier Financial Advisors, LLC14$2.33K
Riggs Asset Managment Co. Inc.6$998
Ashton Thomas Private Wealth, LLC6$998
AdvisorNet Financial, Inc5$831
TFC Financial Management1$167

Not filed for Q3 2024 yet (4)

Institutions that held Assurant, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AIZ in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.5,019,495$834.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)29,114$4.84M
Benjamin F. Edwards & Company, Inc.74$12.0K
Private Ocean, LLC6$998