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, Q4 2024
Institutional positions in Assurant, Inc. as of Dec 31, 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
- 566
- +48 vs. Q3 2024
- Shares held
- 48.9M
- −185.6K (−0.4%) vs. Q3 2024
- Total value
- $10.4B
- +$705.0M (+7.3%) vs. Q3 2024
- New holders
- 98
- 170 more added
- Sold out
- 50
- 222 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,736,009 | $1.44B | 0.03% | −36,804−0.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,039,199 | $1.07B | 0.66% | −77,832−1.5% | Reduced |
| BlackRock, Inc. | 4,774,449 | $1.02B | 0.02% | −317,269−6.2% | Reduced |
| Bank of New York Mellon Corp | 3,320,590 | $708.0M | 0.13% | +891,292+36.7% | Added |
| State Street Corp | 2,340,777 | $499.1M | 0.02% | −31,008−1.3% | Reduced |
| Geode Capital Management, LLC | 1,399,725 | $299.7M | 0.02% | +10,956+0.8% | Added |
| Massachusetts Financial Services Co | 1,197,150 | $255.3M | 0.08% | −204,457−14.6% | Reduced |
| Invesco Ltd. | 1,155,737 | $246.4M | 0.05% | −7,841−0.7% | Reduced |
| FMR LLC | 1,101,573 | $234.9M | 0.01% | −62,020−5.3% | Reduced |
| AQR Capital Management LLC | 986,513 | $210.0M | 0.27% | −91,877−8.5% | Reduced |
| Northern Trust Corp | 831,864 | $177.4M | 0.03% | +156,364+23.1% | Added |
| Price T Rowe Associates Inc | 817,264 | $174.3M | 0.02% | −75,873−8.5% | Reduced |
| Lyrical Asset Management LP | 728,810 | $155.4M | 2.30% | −1,723−0.2% | Reduced |
| Morgan Stanley | 721,063 | $153.7M | 0.01% | −9,471−1.3% | Reduced |
| Norges Bank | 672,898 | $143.5M | 0.02% | −13,290−1.9% | Reduced |
| Nordea Investment Management AB | 662,672 | $141.5M | 0.15% | −135,271−17.0% | Reduced |
| Dimensional Fund Advisors LP | 660,153 | $140.8M | 0.03% | −27,207−4.0% | Reduced |
| Clark Capital Management Group, Inc. | 607,458 | $129.5M | 0.91% | +7,211+1.2% | Added |
| Schroder Investment Management Group | 571,053 | $121.8M | 0.12% | −91,395−13.8% | Reduced |
| Deutsche Bank AG | 550,782 | $117.4M | 0.05% | +113,247+25.9% | Added |
| TD Asset Management Inc | 499,818 | $106.6M | 0.09% | −37,727−7.0% | Reduced |
| Charles Schwab Investment Management Inc | 447,968 | $95.5M | 0.02% | −1,185−0.3% | Reduced |
| Macquarie Group Ltd | 427,044 | $90.5M | 0.11% | −10,889−2.5% | Reduced |
| First Manhattan Co | 394,044 | $84.0M | 0.25% | +14,610+3.9% | Added |
| Wellington Management Group LLP | 378,944 | $80.8M | 0.01% | −33,896−8.2% | Reduced |
| Millennium Management LLC | 344,128 | $73.4M | 0.06% | +322,608+1,499.1% | Added |
| Federated Hermes, Inc. | 330,619 | $70.5M | 0.15% | −15,598−4.5% | Reduced |
| UBS Asset Management Americas Inc | 330,348 | $70.4M | 0.02% | −65,692−16.6% | Reduced |
| Prudential Financial Inc | 304,413 | $64.9M | 0.09% | −50,460−14.2% | Reduced |
| Amundi | 281,199 | $57.8M | 0.02% | +87,323+45.0% | Added |
| First Trust Advisors LP | 263,762 | $56.2M | 0.05% | −46,821−15.1% | Reduced |
| Gillson Capital LP | 259,623 | $55.4M | 4.99% | −36,778−12.4% | Reduced |
| California Public Employees Retirement System | 258,962 | $55.2M | 0.04% | −3,353−1.3% | Reduced |
| Goldman Sachs Group Inc | 243,211 | $51.9M | 0.01% | −8,944−3.5% | Reduced |
| Bank of America Corp | 239,880 | $51.1M | 0.00% | −48,135−16.7% | Reduced |
| Qube Research & Technologies Ltd | 214,278 | $45.7M | 0.07% | +81,237+61.1% | Added |
| FIL Ltd | 213,550 | $45.5M | 0.04% | +63,550+42.4% | Added |
| Marshall Wace, LLP | 182,167 | $38.8M | 0.05% | +3,290+1.8% | Added |
| UBS Group AG | 174,721 | $37.3M | 0.01% | +34,265+24.4% | Added |
| Legal & General Group Plc | 172,772 | $36.8M | 0.01% | +5,285+3.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 161,172 | $34.4M | 0.13% | +161,172 | New |
| Barclays PLC | 160,396 | $34.2M | 0.02% | −31,914−16.6% | Reduced |
| Woodline Partners LP | 157,140 | $33.5M | 0.23% | −72,270−31.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 152,935 | $32.6M | 0.06% | −28,935−15.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 150,325 | $32.1M | 2.25% | −117−0.1% | Reduced |
| Globeflex Capital L P | 147,688 | $31.5M | 2.67% | −4,719−3.1% | Reduced |
| Swiss National Bank | 146,300 | $31.2M | 0.02% | −7,500−4.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 144,814 | $30.9M | 0.08% | −15,066−9.4% | Reduced |
| GW&K Investment Management, LLC | 143,983 | $30.7M | 0.26% | +143,945+378,802.6% | Added |
| Neuberger Berman Group LLC | 143,653 | $30.6M | 0.02% | −7,215−4.8% | Reduced |
| Nuveen Asset Management, LLC | 137,975 | $29.4M | 0.01% | −27,691−16.7% | Reduced |
| BNP Paribas Arbitrage, SA | 137,712 | $29.4M | 0.02% | +50,407+57.7% | Added |
| Man Group plc | 133,000 | $28.4M | 0.09% | −10,471−7.3% | Reduced |
| Susquehanna International Group, LLP | 130,771 | $27.9M | 0.04% | +113,686+665.4% | Added |
| Russell Investments Group, Ltd. | 129,217 | $27.5M | 0.04% | −8,185−6.0% | Reduced |
| JPMorgan Chase & Co | 122,637 | $26.1M | 0.00% | −48,733−28.4% | Reduced |
| Victory Capital Management Inc | 122,293 | $26.1M | 0.03% | −1,861−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 115,217 | $24.6M | 0.02% | −15,784−12.0% | Reduced |
| Teacher Retirement System of Texas | 112,188 | $23.9M | 0.09% | +18,610+19.9% | Added |
| Rhumbline Advisers | 108,182 | $23.1M | 0.02% | −2,312−2.1% | Reduced |
| HSBC Holdings PLC | 107,431 | $22.9M | 0.01% | −6,934−6.1% | Reduced |
| Calamos Advisors LLC | 107,044 | $22.8M | 0.11% | +296+0.3% | Added |
| Hallmark Capital Management Inc | 98,116 | $20.9M | 1.56% | −1,945−1.9% | Reduced |
| Envestnet Asset Management Inc | 97,413 | $20.8M | 0.01% | +15,218+18.5% | Added |
| Royal Bank of Canada | 95,245 | $20.3M | 0.00% | +7,909+9.1% | Added |
| Allianz Asset Management GmbH | 89,921 | $19.2M | 0.03% | −34,836−27.9% | Reduced |
| American Century Companies Inc | 84,655 | $18.1M | 0.01% | +53,697+173.5% | Added |
| Oberweis Asset Management Inc | 81,000 | $17.3M | 0.81% | +12,600+18.4% | Added |
| California State Teachers Retirement System | 78,523 | $16.7M | 0.02% | −2,888−3.5% | Reduced |
| Guggenheim Capital LLC | 77,684 | $16.6M | 0.14% | +9,724+14.3% | Added |
| Citigroup Inc | 76,582 | $16.3M | 0.02% | +25,218+49.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,699 | $16.2M | 0.02% | −681−0.9% | Reduced |
| Principal Financial Group Inc | 70,811 | $15.1M | 0.01% | −1,449−2.0% | Reduced |
| Zacks Investment Management | 66,381 | $14.2M | 0.13% | −1,240−1.8% | Reduced |
| Credit Agricole S A | 64,711 | $13.8M | 0.05% | −10,901−14.4% | Reduced |
| Thornburg Investment Management Inc | 64,231 | $13.7M | 0.18% | −200.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,324 | $13.5M | 0.03% | +63,324 | New |
| Kennedy Capital Management, Inc. | 62,088 | $13.2M | 0.29% | −12,216−16.4% | Reduced |
| Balyasny Asset Management LLC | 61,300 | $13.1M | 0.03% | +61,300 | New |
| Alliancebernstein L.P. | 57,562 | $12.3M | 0.00% | −1,062−1.8% | Reduced |
| Jane Street Group, LLC | 57,055 | $12.2M | 0.02% | +27,302+91.8% | Added |
| Ameriprise Financial Inc | 56,841 | $12.1M | 0.00% | +15,377+37.1% | Added |
| Voya Investment Management LLC | 56,357 | $12.0M | 0.01% | −1,699−2.9% | Reduced |
| Hennessy Advisors Inc | 54,000 | $11.5M | 0.34% | +3,500+6.9% | Added |
| Dividend Assets Capital, LLC | 53,472 | $11.4M | 2.21% | +377+0.7% | Added |
| State of Tennessee, Treasury Department | 52,485 | $11.2M | 0.04% | +29,299+126.4% | Added |
| New York State Teachers Retirement System | 52,003 | $11.1M | 0.02% | −1,832−3.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 51,253 | $10.9M | 0.03% | −38,969−43.2% | Reduced |
| Aviva PLC | 50,031 | $10.7M | 0.03% | −20,671−29.2% | Reduced |
| Gotham Asset Management, LLC | 49,643 | $10.6M | 0.10% | +1,775+3.7% | Added |
| Pictet Asset Management Holding SA | 48,516 | $10.3M | 0.01% | +3,170+7.0% | Added |
| Intech Investment Management LLC | 43,622 | $9.30M | 0.09% | −30,376−41.0% | Reduced |
| Brown Advisory Inc | 42,156 | $8.99M | 0.01% | −12,699−23.2% | Reduced |
| State Board of Administration of Florida Retirement System | 42,006 | $8.96M | 0.02% | −710−1.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 41,940 | $8.94M | 0.02% | +23,100+122.6% | Added |
| Korea Investment CORP | 41,419 | $8.83M | 0.02% | −4,900−10.6% | Reduced |
| Bank of Montreal | 41,348 | $8.82M | 0.00% | −5,663−12.0% | Reduced |
| Renaissance Technologies LLC | 41,100 | $8.76M | 0.01% | +41,100 | New |
| HRT Financial LP | 40,728 | $8.68M | 0.04% | +40,728 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,547 | $8.65M | 0.02% | +14,771+57.3% | Added |