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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

Q4 2024 vs. Q3 2024

How the institutions holding Assurant, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of AIZ: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders5246566+48
Shares49.1M13.4K48.9M−185.6K (−0.4%)
Value$9.72B$2.66M$10.4B+$705.0M (+7.3%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Assurant, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to AIZ in Q4 2024
InstitutionSharesValue% of portfolio
Fuller & Thaler Asset Management, Inc.161,172$34.4M0.13%
Universal- Beteiligungs- und Servicegesellschaft mbH63,324$13.5M0.03%
Balyasny Asset Management LLC61,300$13.1M0.03%
Renaissance Technologies LLC41,100$8.76M0.01%
HRT Financial LP40,728$8.68M0.04%
Old Mission Capital LLC23,585$5.03M0.12%
Police & Firemen's Retirement System of New Jersey19,012$4.05M0.04%
Raymond James Financial Inc17,869$3.81M0.00%
KLP Kapitalforvaltning AS17,857$3.81M0.02%
Generali Asset Management SPA SGR13,171$2.81M0.07%
Accurate Wealth Management, LLC13,714$2.73M0.52%
Engineers Gate Manager LP12,790$2.73M0.05%
Susquehanna Fundamental Investments, LLC12,312$2.63M0.04%
Financial Architects, LLC11,349$2.42M1.55%
Verition Fund Management LLC8,376$1.79M0.01%
Crestline Management, LP7,084$1.51M0.05%
Sciencast Management LP6,878$1.47M0.40%
Y-Intercept (Hong Kong) Ltd5,275$1.12M0.08%
Oak Thistle LLC4,623$985.7K0.29%
Alpine Global Management, LLC3,710$791.0K0.23%
Integrated Wealth Concepts LLC3,701$789.2K0.01%
Cookson Peirce & Co Inc3,329$709.8K0.03%
ISAM Funds (UK) Ltd2,896$617.5K0.46%
Vise Technologies, Inc.2,666$568.4K0.05%
McElhenny Sheffield Capital Management, LLC2,621$558.9K0.19%
ING Groep NV2,318$494.2K0.00%
Twinbeech Capital LP2,250$479.7K0.01%
Real Talk Capital, LLC2,094$446.5K0.59%
Fieldview Capital Management, LLC2,030$432.8K0.07%
Bridgefront Capital, LLC1,806$385.1K0.13%
Oxford Asset Management LLP1,749$372.9K0.17%
CenterBook Partners LP1,741$371.2K0.02%
Boston Private Wealth LLC1,740$371.0K0.01%
Optimize Financial Inc1,735$369.9K0.28%
Walleye Capital LLC1,728$368.4K0.00%
Nomura Holdings Inc1,692$360.8K0.00%
Taika Capital, LP1,690$360.3K0.27%
Allstate Corp1,587$338.4K0.01%
Boothbay Fund Management, LLC1,578$336.5K0.01%
Horizon Advisory Services, Inc.1,557$332.0K0.19%
Atria Wealth Solutions, Inc.1,541$328.5K0.00%
denkapparat Operations GmbH1,324$282.3K0.42%
Kestra Private Wealth Services, LLC1,285$274.0K0.00%
CTC Alternative Strategies, Ltd.1,264$269.5K0.35%
Resources Investment Advisors, LLC.1,239$264.2K0.00%
Jump Financial, LLC1,220$260.1K0.01%
Merit Financial Group, LLC1,192$254.2K0.00%
Impact Partnership Wealth, LLC1,131$241.2K0.05%
NDVR, Inc.1,109$236.5K0.23%
Challenger Wealth Management1,100$234.5K0.20%
Longboard Asset Management, LP1,088$232.0K0.61%
HighPoint Advisor Group LLC1,027$218.5K0.01%
WBH Advisory Inc1,000$213.2K0.02%
Steel Peak Wealth Management LLC1,000$213.2K0.01%
Cambridge Investment Research Advisors, Inc.971$207.0K0.00%
Avantax Advisory Services, Inc.965$205.7K0.00%
Capula Management Ltd944$201.3K0.00%
USA Financial Portformulas Corp862$183.8K0.03%
Principia Wealth Advisory, LLC819$174.6K0.16%
MUFG Securities Americas Inc.757$161.4K0.02%
Quarry LP528$112.6K0.02%
Canada Post Corp Registered Pension Plan516$110.0K0.01%
Bayforest Capital Ltd497$106.0K0.13%
Kapitalo Investimentos Ltda438$93.4K0.06%
MAI Capital Management261$55.7K0.00%
Ameriflex Group, Inc.235$50.6K0.02%
Park Square Financial Group, LLC206$43.9K0.03%
Migdal Insurance & Financial Holdings Ltd.129$28.0K0.00%
Penserra Capital Management LLC130$27.0K0.00%
Copia Wealth Management62$13.2K0.01%
Stonebridge Financial Group, LLC59$12.6K0.00%
Whittier Trust Co55$11.7K0.00%
Kestra Investment Management, LLC51$10.9K0.00%
Atala Financial Inc44$9.38K0.01%
Valley National Advisers Inc41$8.00K0.00%
Headlands Technologies LLC34$7.25K0.00%
New Age Alpha Advisors, LLC27$5.76K0.00%
Whipplewood Advisors, LLC27$5.76K0.00%
Capital A Wealth Management, LLC22$4.69K0.01%
Sierra Ocean, LLC17$3.64K0.00%
Mowery & Schoenfeld Wealth Management, LLC11$2.35K0.00%
Eagle Bay Advisors LLC11$2.35K0.00%
FLP Wealth Management, LLC4$9050.00%
TFC Financial Management4$8530.00%
Global Financial Private Client, LLC4$8530.00%
WPG Advisers, LLC4$8530.00%
New Millennium Group LLC3$6400.00%
MPWM Advisory Solutions, LLC3$6400.00%
NewSquare Capital LLC2$4260.00%
Bogart Wealth, LLC2$4260.00%
Cassady Schiller Wealth Management, LLC2$4260.00%
Transce3nd, LLC2$4260.00%
Parkworth Wealth Management, Inc.2$4260.00%
BankPlus Trust Department2$4260.00%
HHM Wealth Advisors, LLC1$2140.00%
WealthTrak Capital Management LLC1$2140.00%
WestEnd Advisors, LLC1$2130.00%
AdvisorNet Financial, Inc1$2130.00%

Sold out (50)

Institutions that held Assurant, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of AIZ in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Point72 Asset Management, L.P.133,912$26.6M
Hudson Bay Capital Management LP50,000$9.94M
Prana Capital Management, LP44,145$8.78M
Edgestream Partners, L.P.25,647$5.10M
Alerus Financial NA18,115$3.60M
Two Sigma Investments, LP12,447$2.48M
Trexquant Investment LP11,723$2.33M
Capital Fund Management S.A.11,161$2.22M
Teza Capital Management LLC11,039$2.20M
Los Angeles Capital Management LLC11,031$2.19M
Alberta Investment Management Corp10,800$2.15M
Ossiam9,974$1.98M
STRS Ohio9,890$1.97M
Prelude Capital Management, LLC8,440$1.68M
Stoneridge Investment Partners LLC5,998$1.19M
AXA S.A.5,391$1.07M
Groupama Asset Managment6,309$1.01M
Point72 (DIFC) Ltd5,048$1.00M
International Assets Investment Management, LLC143,179$720.0K
Brevan Howard Capital Management LP3,550$706.0K
Fox Run Management, L.L.C.2,912$579.1K
Stevens Capital Management LP2,271$452.0K
MBB Public Markets I LLC1,800$357.9K
Oversea-Chinese Banking CORP Ltd1,715$341.0K
Grantham, Mayo, Van Otterloo & Co. LLC1,698$337.7K
Vinva Investment Management Ltd1,624$324.7K
GTS Securities LLC1,602$318.6K
Kentucky Retirement Systems Insurance Trust Fund1,533$304.9K
Walleye Trading LLC1,524$303.1K
Arrowstreet Capital, Limited Partnership1,488$295.9K
Point72 Asia (Singapore) Pte. Ltd.1,445$287.4K
Cornerstone Investment Partners, LLC1,427$283.8K
Seven Eight Capital, LP1,398$278.0K
Aigen Investment Management, LP1,313$261.1K
Axq Capital, LP1,253$249.2K
Entropy Technologies, LP1,194$237.4K
Pinebridge Investments, L.P.1,179$234.5K
Davis R M Inc1,100$218.7K
Dark Forest Capital Management LP1,046$208.0K
Householder Group Estate & Retirement Specialist, LLC493$98.0K
Capital Performance Advisors LLP282$56.1K
Jamison Private Wealth Management, Inc.253$50.3K
Rakuten Securities, Inc.100$19.9K
Baldwin Brothers Inc40$7.95K
Crewe Advisors LLC35$6.96K
Versant Capital Management, Inc33$6.56K
Farmers & Merchants Investments Inc30$5.97K
Chilton Capital Management LLC20$3.98K
Ashton Thomas Securities, LLC18$3.58K
Sunbelt Securities, Inc.6$1.19K

Not filed for Q4 2024 yet (6)

Institutions that held Assurant, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AIZ in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates4,480$890.9K
Raymond James Financial Services Advisors, Inc.4,291$853.3K
Rakuten Investment Management, Inc.2,938$587.5K
B. Metzler seel. Sohn & Co. Holding AG1,410$280.4K
Alpine Bank Wealth Management242$48.1K
ClariVest Asset Management LLC3$502