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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.

Institutional holdersQ3 2024: 524 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ3 2024: $9.72B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2024.

Institutions holding AIZ in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors1,041$207.0K0.00%+1,041New
AlphaCentric Advisors LLC1,017$202.2K0.15%−37−3.5%Reduced
HB Wealth Management, LLC1,016$202.0K0.00%+1,016New
Hilltop Holdings Inc.1,007$200.1K0.01%+1,007New
IFP Advisors, Inc956$190.4K0.01%+939+5,523.5%Added
Global Retirement Partners, LLC913$181.6K0.01%+433+90.2%Added
Capstone Investment Advisors, LLC901$179.2K0.00%+901New
Federation des caisses Desjardins du Quebec860$170.8K0.00%+283+49.0%Added
US Bancorp829$164.9K0.00%+56+7.2%Added
Bullock Wealth Management Group782$155.8K0.09%+100+14.7%Added
Harvest Fund Management Co., Ltd749$149.0K0.01%+321+75.0%Added
Harbor Investment Advisory, LLC723$143.8K0.01%00.0%Unchanged
Horizon Investments, LLC702$139.6K0.00%−186−20.9%Reduced
Ci Investments Inc.677$135.0K0.00%+145+27.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main676$134.4K0.00%+676New
ORG Wealth Partners, LLC621$123.5K0.04%+621New
Quadrant Capital Group LLC588$116.9K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.562$111.8K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division560$111.4K0.01%−40−6.7%Reduced
Ronald Blue Trust, Inc.657$109.2K0.00%+304+86.1%Added
LRI Investments, LLC485$104.4K0.01%+436+889.8%Added
Atlas Capital Advisors LLC502$99.8K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC493$98.0K0.03%00.0%Unchanged
Covestor Ltd478$95.0K0.06%+156+48.4%Added
Mather Group, LLC.460$91.5K0.00%−134−22.6%Reduced
Quent Capital, LLC456$90.8K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co428$85.1K0.00%+195+83.7%Added
GPS Wealth Strategies Group, LLC424$84.3K0.01%+1+0.2%Added
Simplex Trading, LLC412$81.0K0.00%+412New
Catalyst Funds Management Pty Ltd400$79.5K0.02%−200−33.3%Reduced
Manchester Capital Management LLC377$75.0K0.01%+354+1,539.1%Added
Intact Investment Management Inc.360$71.6K0.00%+360New
Acadian Asset Management LLC337$67.0K0.00%−865−72.0%Reduced
Steward Partners Investment Advisory, LLC328$65.1K0.00%−97−22.8%Reduced
Farther Finance Advisors, LLC323$64.3K0.00%+33+11.4%Added
Capital Performance Advisors LLP282$56.1K0.02%+282New
EverSource Wealth Advisors, LLC280$55.7K0.00%+4+1.4%Added
Jamison Private Wealth Management, Inc.253$50.3K0.01%+1+0.4%Added
Parkside Financial Bank & Trust242$48.1K0.01%−27−10.0%Reduced
Alpine Bank Wealth Management242$48.1K0.01%+242New
Sentry Investment Management LLC220$44.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.211$42.0K0.00%+4+1.9%Added
Skopos Labs, Inc.209$41.6K0.01%+209New
Annis Gardner Whiting Capital Advisors, LLC203$40.4K0.01%00.0%Unchanged
Huntington National Bank195$38.8K0.00%+163+509.4%Added
Laurel Wealth Advisors LLC181$36.0K0.01%00.0%Unchanged
Raleigh Capital Management Inc.173$34.4K0.01%−10−5.5%Reduced
Allworth Financial LP169$33.6K0.00%+20+13.4%Added
Richardson Financial Services Inc.201$33.4K0.02%00.0%Unchanged
State of Wyoming163$32.4K0.00%−554−77.3%Reduced
Cromwell Holdings LLC160$31.8K0.02%00.0%Unchanged
Hexagon Capital Partners LLC134$26.6K0.01%−15−10.1%Reduced
Proequities, Inc.131$26.1K0.00%−7−5.1%Reduced
True Wealth Design, LLC126$25.1K0.01%+126New
Zions Bancorporation, N.A.125$24.9K0.00%00.0%Unchanged
Concord Wealth Partners125$24.9K0.00%00.0%Unchanged
Geneos Wealth Management Inc.118$23.5K0.00%+118New
Riverview Trust Co115$22.9K0.02%00.0%Unchanged
Rakuten Securities, Inc.100$19.9K0.01%+100New
Venturi Wealth Management, LLC96$19.1K0.00%−4−4.0%Reduced
Smithfield Trust Co95$19.0K0.00%00.0%Unchanged
J.Safra Asset Management Corp94$18.8K0.00%+84+840.0%Added
Hemington Wealth Management98$18.0K0.00%+98New
Kayne Anderson Rudnick Investment Management LLC84$16.7K0.00%+79+1,580.0%Added
Massmutual Trust Co FSB81$16.1K0.00%+9+12.5%Added
Center for Financial Planning, Inc.75$14.9K0.00%00.0%Unchanged
West Paces Advisors Inc.62$12.3K0.00%00.0%Unchanged
Cetera Trust Company, N.A60$11.9K0.01%00.0%Unchanged
Smartleaf Asset Management LLC59$11.8K0.00%+18+43.9%Added
Harbour Investments, Inc.57$11.3K0.00%+6+11.8%Added
JFS Wealth Advisors, LLC55$10.9K0.00%+2+3.8%Added
First Horizon Advisors, Inc.53$10.5K0.00%00.0%Unchanged
Assetmark, Inc51$10.1K0.00%−10−16.4%Reduced
Continuum Advisory, LLC47$10.1K0.00%−8−14.5%Reduced
Hazlett, Burt & Watson, Inc.50$10.0K0.00%+50New
Jones Financial Companies LLLP47$9.38K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC45$9.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC41$8.15K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC41$8.15K0.01%−1−2.4%Reduced
GW&K Investment Management, LLC38$8.00K0.00%−2−5.0%Reduced
Fortitude Family Office, LLC40$7.95K0.00%00.0%Unchanged
Baldwin Brothers Inc40$7.95K0.00%+40New
Private Trust Co NA37$7.36K0.00%−3−7.5%Reduced
Strengthening Families & Communities, LLC37$7.31K0.00%−18−32.7%Reduced
Parallel Advisors, LLC36$7.16K0.00%+22+157.1%Added
Crewe Advisors LLC35$6.96K0.00%00.0%Unchanged
CoreCap Advisors, LLC35$6.96K0.00%+16+84.2%Added
SOA Wealth Advisors, LLC.34$6.85K0.00%00.0%Unchanged
Versant Capital Management, Inc33$6.56K0.00%−45−57.7%Reduced
TD Private Client Wealth LLC32$6.36K0.00%−3−8.6%Reduced
Umb Bank N A32$6.36K0.00%00.0%Unchanged
REAP Financial Group, LLC31$6.20K0.00%−3−8.8%Reduced
Farmers & Merchants Investments Inc30$5.97K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC30$5.96K0.00%+25+500.0%Added
Cullen/Frost Bankers, Inc.28$5.59K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$4.97K0.00%00.0%Unchanged
MV Capital Management, Inc.24$4.77K0.00%00.0%Unchanged
Chilton Capital Management LLC20$3.98K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP20$3.90K0.00%+20New
Ashton Thomas Securities, LLC18$3.58K0.00%+18New