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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 2,912 | $579.1K | 0.13% | −5,551−65.6% | Reduced |
| Louisiana State Employees Retirement System | 2,900 | $576.7K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,973 | $570.5K | 0.03% | +420+16.5% | Added |
| Securian Asset Management, Inc | 2,771 | $551.0K | 0.02% | −100−3.5% | Reduced |
| Tectonic Advisors LLC | 2,745 | $545.8K | 0.04% | +100+3.8% | Added |
| HTLF Bank | 2,716 | $540.1K | 0.06% | −103−3.7% | Reduced |
| Plato Investment Management Ltd | 2,695 | $535.4K | 0.04% | 00.0% | Unchanged |
| Burney Co | 2,676 | $532.1K | 0.02% | −55−2.0% | Reduced |
| MML Investors Services, LLC | 2,677 | $532.0K | 0.00% | +436+19.5% | Added |
| GoalFusion Wealth Management, LLC | 2,599 | $516.8K | 0.29% | 00.0% | Unchanged |
| Atria Investments LLC | 2,572 | $511.4K | 0.01% | +879+51.9% | Added |
| Ritholtz Wealth Management | 2,531 | $503.3K | 0.02% | +633+33.4% | Added |
| New Mexico Educational Retirement Board | 2,511 | $499.0K | 0.02% | −100−3.8% | Reduced |
| Clearstead Advisors, LLC | 2,457 | $488.6K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,430 | $483.2K | 0.00% | −41,630−94.5% | Reduced |
| Vontobel Holding Ltd. | 2,377 | $472.7K | 0.00% | +198+9.1% | Added |
| Commerce Bank | 2,319 | $461.2K | 0.00% | −230−9.0% | Reduced |
| Stevens Capital Management LP | 2,271 | $452.0K | 0.06% | +424+23.0% | Added |
| Johnson Investment Counsel Inc | 2,268 | $451.0K | 0.00% | +12+0.5% | Added |
| WFA Asset Management Corp | 2,251 | $447.6K | 0.24% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,244 | $446.2K | 0.02% | +70+3.2% | Added |
| Everence Capital Management Inc | 2,160 | $430.0K | 0.03% | +2,160 | New |
| Norinchukin Bank, The | 2,162 | $429.9K | 0.01% | +311+16.8% | Added |
| Graham Capital Management, L.P. | 2,101 | $417.8K | 0.01% | −6,778−76.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,100 | $417.6K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,075 | $412.6K | 0.02% | +238+13.0% | Added |
| Omers Administration Corp | 2,024 | $402.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,008 | $399.3K | 0.06% | +203+11.2% | Added |
| Sterling Capital Management LLC | 1,983 | $394.3K | 0.01% | +1,983 | New |
| Fifth Third Bancorp | 1,956 | $389.0K | 0.00% | +24+1.2% | Added |
| Sherbrooke Park Advisers LLC | 1,917 | $381.2K | 0.09% | −296−13.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,910 | $379.8K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,878 | $373.5K | 0.10% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,863 | $370.5K | 0.02% | +36+2.0% | Added |
| Tower Research Capital LLC (TRC) | 1,853 | $368.5K | 0.01% | −1,123−37.7% | Reduced |
| Alps Advisors Inc | 1,850 | $367.9K | 0.00% | +1,850 | New |
| Cambria Investment Management, L.P. | 1,837 | $365.3K | 0.02% | −44−2.3% | Reduced |
| MBB Public Markets I LLC | 1,800 | $357.9K | 0.03% | −2,100−53.8% | Reduced |
| United Capital Financial Advisers, LLC | 1,797 | $357.3K | 0.00% | −62−3.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,782 | $354.7K | 0.00% | +69+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 1,727 | $343.4K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,715 | $341.0K | 0.01% | −110−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,702 | $338.5K | 0.00% | −110−6.1% | Reduced |
| Eqis Capital Management, Inc. | 1,700 | $338.0K | 0.03% | −118−6.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,698 | $337.7K | 0.00% | +411+31.9% | Added |
| AlphaCore Capital LLC | 1,689 | $335.9K | 0.08% | +24+1.4% | Added |
| Kovitz Investment Group Partners, LLC | 2,444 | $334.1K | 0.00% | +1,101+82.0% | Added |
| Investment Management Corp of Ontario | 1,674 | $332.9K | 0.01% | +1,674 | New |
| Schechter Investment Advisors, LLC | 1,655 | $329.1K | 0.02% | +5+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,646 | $327.4K | 0.00% | +176+12.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,641 | $326.3K | 0.01% | −14−0.8% | Reduced |
| Vinva Investment Management Ltd | 1,624 | $324.7K | 0.01% | +103+6.8% | Added |
| CAPROCK Group, Inc. | 1,622 | $322.6K | 0.01% | +376+30.2% | Added |
| Coldstream Capital Management Inc | 1,612 | $320.7K | 0.01% | −31−1.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,608 | $319.8K | 0.02% | −663−29.2% | Reduced |
| GTS Securities LLC | 1,602 | $318.6K | 0.01% | +1,602 | New |
| Forte Capital LLC | 1,598 | $317.8K | 0.04% | −150−8.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,551 | $308.4K | 0.19% | −45−2.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,533 | $304.9K | 0.02% | −144−8.6% | Reduced |
| Walleye Trading LLC | 1,524 | $303.1K | 0.01% | −201−11.7% | Reduced |
| Net Worth Advisory Group | 1,520 | $302.2K | 0.09% | +1,520 | New |
| TownSquare Capital, LLC | 1,507 | $299.5K | 0.00% | +130+9.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,488 | $295.9K | 0.00% | −25,224−94.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,445 | $287.4K | 0.05% | +1,445 | New |
| Catalyst Financial Partners LLC | 1,442 | $286.8K | 0.06% | −24−1.6% | Reduced |
| Swedbank AB | 1,436 | $285.6K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,434 | $285.2K | 0.19% | +94+7.0% | Added |
| Cornerstone Investment Partners, LLC | 1,427 | $283.8K | 0.01% | −837−37.0% | Reduced |
| 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 |
| Seven Eight Capital, LP | 1,398 | $278.0K | 0.02% | +1,398 | New |
| Squarepoint Ops LLC | 1,395 | $277.4K | 0.00% | −18,296−92.9% | Reduced |
| Forum Financial Management, LP | 1,385 | $275.4K | 0.00% | −1−0.1% | Reduced |
| Aigen Investment Management, LP | 1,313 | $261.1K | 0.05% | +1,313 | New |
| Calamos Wealth Management LLC | 1,274 | $253.3K | 0.01% | −22−1.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,260 | $250.6K | 0.01% | −2,389−65.5% | Reduced |
| Applied Finance Capital Management, LLC | 1,258 | $250.2K | 0.01% | −163−11.5% | Reduced |
| Axq Capital, LP | 1,253 | $249.2K | 0.08% | +1,253 | New |
| HighTower Advisors, LLC | 1,229 | $247.0K | 0.00% | −902−42.3% | Reduced |
| M&T Bank Corp | 1,236 | $245.8K | 0.00% | +7+0.6% | Added |
| Bryn Mawr Trust Co | 1,227 | $244.0K | 0.00% | +1,227 | New |
| Vestcor Inc | 1,229 | $244.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,215 | $241.6K | 0.02% | +1,215 | New |
| Pallas Capital Advisors LLC | 1,232 | $239.9K | 0.01% | +1,232 | New |
| SOL Capital Management CO | 1,200 | $239.0K | 0.03% | +1,200 | New |
| Tobias Financial Advisors, Inc. | 1,200 | $238.6K | 0.05% | +1,200 | New |
| Entropy Technologies, LP | 1,194 | $237.4K | 0.02% | −169−12.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,180 | $234.7K | 0.05% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,179 | $234.5K | 0.00% | −25,388−95.6% | Reduced |
| Ameritas Advisory Services, LLC | 1,176 | $233.9K | 0.01% | +1,176 | New |
| Glenmede Trust Co NA | 1,150 | $228.7K | 0.00% | +1,150 | New |
| Lake Street Advisors Group, LLC | 1,144 | $227.6K | 0.01% | +1,144 | New |
| Meeder Advisory Services, Inc. | 1,134 | $225.5K | 0.01% | +1,134 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,109 | $221.0K | 0.00% | −23,018−95.4% | Reduced |
| SC&H Financial Advisors, Inc. | 1,110 | $220.7K | 0.05% | +1,110 | New |
| Berger Financial Group, Inc | 1,105 | $219.8K | 0.02% | +1,105 | New |
| Davis R M Inc | 1,100 | $218.7K | 0.00% | +1,100 | New |
| GAMMA Investing LLC | 1,097 | $218.1K | 0.02% | +322+41.5% | Added |
| Dark Forest Capital Management LP | 1,046 | $208.0K | 0.03% | +1,046 | New |
| Ballast Advisors LLC | 1,042 | $207.2K | 0.06% | +1,042 | New |