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, Q3 2024
Institutional positions in Assurant, Inc. as of Sep 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
- 524
- +10 vs. Q2 2024
- Shares held
- 49.1M
- +4.97M (+11.3%) vs. Q2 2024
- Total value
- $9.72B
- +$2.38B (+32.5%) vs. Q2 2024
- New holders
- 73
- 168 more added
- Sold out
- 63
- 201 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 478 | $95.0K | 0.06% | +156+48.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 493 | $98.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 502 | $99.8K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 485 | $104.4K | 0.01% | +436+889.8% | Added |
| Ronald Blue Trust, Inc. | 657 | $109.2K | 0.00% | +304+86.1% | Added |
| Central Pacific Bank - Trust Division | 560 | $111.4K | 0.01% | −40−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 562 | $111.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $116.9K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 621 | $123.5K | 0.04% | +621 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 676 | $134.4K | 0.00% | +676 | New |
| Ci Investments Inc. | 677 | $135.0K | 0.00% | +145+27.3% | Added |
| Horizon Investments, LLC | 702 | $139.6K | 0.00% | −186−20.9% | Reduced |
| Harbor Investment Advisory, LLC | 723 | $143.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 749 | $149.0K | 0.01% | +321+75.0% | Added |
| Bullock Wealth Management Group | 782 | $155.8K | 0.09% | +100+14.7% | Added |
| US Bancorp | 829 | $164.9K | 0.00% | +56+7.2% | Added |
| Federation des caisses Desjardins du Quebec | 860 | $170.8K | 0.00% | +283+49.0% | Added |
| Capstone Investment Advisors, LLC | 901 | $179.2K | 0.00% | +901 | New |
| Global Retirement Partners, LLC | 913 | $181.6K | 0.01% | +433+90.2% | Added |
| IFP Advisors, Inc | 956 | $190.4K | 0.01% | +939+5,523.5% | Added |
| Hilltop Holdings Inc. | 1,007 | $200.1K | 0.01% | +1,007 | New |
| HB Wealth Management, LLC | 1,016 | $202.0K | 0.00% | +1,016 | New |
| AlphaCentric Advisors LLC | 1,017 | $202.2K | 0.15% | −37−3.5% | Reduced |
| Capital Research Global Investors | 1,041 | $207.0K | 0.00% | +1,041 | New |
| Ballast Advisors LLC | 1,042 | $207.2K | 0.06% | +1,042 | New |
| Dark Forest Capital Management LP | 1,046 | $208.0K | 0.03% | +1,046 | New |
| GAMMA Investing LLC | 1,097 | $218.1K | 0.02% | +322+41.5% | Added |
| Davis R M Inc | 1,100 | $218.7K | 0.00% | +1,100 | New |
| Berger Financial Group, Inc | 1,105 | $219.8K | 0.02% | +1,105 | New |
| SC&H Financial Advisors, Inc. | 1,110 | $220.7K | 0.05% | +1,110 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,109 | $221.0K | 0.00% | −23,018−95.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,134 | $225.5K | 0.01% | +1,134 | New |
| Lake Street Advisors Group, LLC | 1,144 | $227.6K | 0.01% | +1,144 | New |
| Glenmede Trust Co NA | 1,150 | $228.7K | 0.00% | +1,150 | New |
| Ameritas Advisory Services, LLC | 1,176 | $233.9K | 0.01% | +1,176 | New |
| Pinebridge Investments, L.P. | 1,179 | $234.5K | 0.00% | −25,388−95.6% | Reduced |
| Ramirez Asset Management, Inc. | 1,180 | $234.7K | 0.05% | 00.0% | Unchanged |
| Entropy Technologies, LP | 1,194 | $237.4K | 0.02% | −169−12.4% | Reduced |
| Tobias Financial Advisors, Inc. | 1,200 | $238.6K | 0.05% | +1,200 | New |
| SOL Capital Management CO | 1,200 | $239.0K | 0.03% | +1,200 | New |
| Pallas Capital Advisors LLC | 1,232 | $239.9K | 0.01% | +1,232 | New |
| Atomi Financial Group, Inc. | 1,215 | $241.6K | 0.02% | +1,215 | New |
| Vestcor Inc | 1,229 | $244.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,227 | $244.0K | 0.00% | +1,227 | New |
| M&T Bank Corp | 1,236 | $245.8K | 0.00% | +7+0.6% | Added |
| HighTower Advisors, LLC | 1,229 | $247.0K | 0.00% | −902−42.3% | Reduced |
| Axq Capital, LP | 1,253 | $249.2K | 0.08% | +1,253 | New |
| Applied Finance Capital Management, LLC | 1,258 | $250.2K | 0.01% | −163−11.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,260 | $250.6K | 0.01% | −2,389−65.5% | Reduced |
| Calamos Wealth Management LLC | 1,274 | $253.3K | 0.01% | −22−1.7% | Reduced |
| Aigen Investment Management, LP | 1,313 | $261.1K | 0.05% | +1,313 | New |
| Forum Financial Management, LP | 1,385 | $275.4K | 0.00% | −1−0.1% | Reduced |
| Squarepoint Ops LLC | 1,395 | $277.4K | 0.00% | −18,296−92.9% | Reduced |
| Seven Eight Capital, LP | 1,398 | $278.0K | 0.02% | +1,398 | New |
| B. Metzler seel. Sohn & Co. AG | 1,410 | $280.4K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 1,410 | $280.4K | 0.00% | +1,410 | New |
| Cornerstone Investment Partners, LLC | 1,427 | $283.8K | 0.01% | −837−37.0% | Reduced |
| Menard Financial Group LLC | 1,434 | $285.2K | 0.19% | +94+7.0% | Added |
| Swedbank AB | 1,436 | $285.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,442 | $286.8K | 0.06% | −24−1.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,445 | $287.4K | 0.05% | +1,445 | New |
| Arrowstreet Capital, Limited Partnership | 1,488 | $295.9K | 0.00% | −25,224−94.4% | Reduced |
| TownSquare Capital, LLC | 1,507 | $299.5K | 0.00% | +130+9.4% | Added |
| Net Worth Advisory Group | 1,520 | $302.2K | 0.09% | +1,520 | New |
| Walleye Trading LLC | 1,524 | $303.1K | 0.01% | −201−11.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,533 | $304.9K | 0.02% | −144−8.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,551 | $308.4K | 0.19% | −45−2.8% | Reduced |
| Forte Capital LLC | 1,598 | $317.8K | 0.04% | −150−8.6% | Reduced |
| GTS Securities LLC | 1,602 | $318.6K | 0.01% | +1,602 | New |
| Fifth Third Wealth Advisors LLC | 1,608 | $319.8K | 0.02% | −663−29.2% | Reduced |
| Coldstream Capital Management Inc | 1,612 | $320.7K | 0.01% | −31−1.9% | Reduced |
| CAPROCK Group, Inc. | 1,622 | $322.6K | 0.01% | +376+30.2% | Added |
| Vinva Investment Management Ltd | 1,624 | $324.7K | 0.01% | +103+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,641 | $326.3K | 0.01% | −14−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,646 | $327.4K | 0.00% | +176+12.0% | Added |
| Schechter Investment Advisors, LLC | 1,655 | $329.1K | 0.02% | +5+0.3% | Added |
| Investment Management Corp of Ontario | 1,674 | $332.9K | 0.01% | +1,674 | New |
| Kovitz Investment Group Partners, LLC | 2,444 | $334.1K | 0.00% | +1,101+82.0% | Added |
| AlphaCore Capital LLC | 1,689 | $335.9K | 0.08% | +24+1.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,698 | $337.7K | 0.00% | +411+31.9% | Added |
| Eqis Capital Management, Inc. | 1,700 | $338.0K | 0.03% | −118−6.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,702 | $338.5K | 0.00% | −110−6.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,715 | $341.0K | 0.01% | −110−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,727 | $343.4K | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,782 | $354.7K | 0.00% | +69+4.0% | Added |
| United Capital Financial Advisers, LLC | 1,797 | $357.3K | 0.00% | −62−3.3% | Reduced |
| MBB Public Markets I LLC | 1,800 | $357.9K | 0.03% | −2,100−53.8% | Reduced |
| Cambria Investment Management, L.P. | 1,837 | $365.3K | 0.02% | −44−2.3% | Reduced |
| Alps Advisors Inc | 1,850 | $367.9K | 0.00% | +1,850 | New |
| Tower Research Capital LLC (TRC) | 1,853 | $368.5K | 0.01% | −1,123−37.7% | Reduced |
| Empirical Finance, LLC | 1,863 | $370.5K | 0.02% | +36+2.0% | Added |
| Ifrah Financial Services, Inc. | 1,878 | $373.5K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,910 | $379.8K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,917 | $381.2K | 0.09% | −296−13.4% | Reduced |
| Fifth Third Bancorp | 1,956 | $389.0K | 0.00% | +24+1.2% | Added |
| Sterling Capital Management LLC | 1,983 | $394.3K | 0.01% | +1,983 | New |
| V-Square Quantitative Management LLC | 2,008 | $399.3K | 0.06% | +203+11.2% | Added |
| Omers Administration Corp | 2,024 | $402.5K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,075 | $412.6K | 0.02% | +238+13.0% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $417.6K | 0.01% | 00.0% | Unchanged |