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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, 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.

Institutional holdersQ4 2024: 566 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 heldQ4 2024: $10.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2024.

Institutions holding AIZ in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd64$370.00%+37+137.0%Added
WestEnd Advisors, LLC1$2130.00%+1New
AdvisorNet Financial, Inc1$2130.00%+1New
HHM Wealth Advisors, LLC1$2140.00%+1New
WealthTrak Capital Management LLC1$2140.00%+1New
Larson Financial Group LLC2$4260.00%00.0%Unchanged
WR Wealth Planners, LLC2$4260.00%00.0%Unchanged
NewSquare Capital LLC2$4260.00%+2New
Bogart Wealth, LLC2$4260.00%+2New
Cassady Schiller Wealth Management, LLC2$4260.00%+2New
Transce3nd, LLC2$4260.00%+2New
Parkworth Wealth Management, Inc.2$4260.00%+2New
BankPlus Trust Department2$4260.00%+2New
New Millennium Group LLC3$6400.00%+3New
MPWM Advisory Solutions, LLC3$6400.00%+3New
TFC Financial Management4$8530.00%+4New
Global Financial Private Client, LLC4$8530.00%+4New
WPG Advisers, LLC4$8530.00%+4New
FLP Wealth Management, LLC4$9050.00%+4New
Loring Wolcott & Coolidge Fiduciary Advisors LLP5$1.08K0.00%−15−75.0%Reduced
MCF Advisors LLC6$1.28K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$1.28K0.00%00.0%Unchanged
Dunhill Financial, LLC7$1.43K0.00%+3+75.0%Added
Continuum Advisory, LLC7$1.49K0.00%−40−85.1%Reduced
Rothschild Investment LLC9$1.92K0.00%00.0%Unchanged
Cornerstone Planning Group LLC10$2.16K0.00%00.0%Unchanged
Eagle Bay Advisors LLC11$2.35K0.00%+11New
Sachetta, LLC11$2.35K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC11$2.35K0.00%+11New
Addison Advisors LLC12$2.56K0.00%00.0%Unchanged
Spire Wealth Management12$2.56K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$2.77K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.13$2.80K0.00%−15−53.6%Reduced
SJS Investment Consulting Inc.14$2.99K0.00%−2−12.5%Reduced
Hantz Financial Services, Inc.12$3.00K0.00%00.0%Unchanged
HM Payson & Co15$3.20K0.00%−1−6.3%Reduced
Private Wealth Management Group, LLC15$3.20K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$3.41K0.00%+10+166.7%Added
Bell Investment Advisors, Inc17$3.63K0.00%00.0%Unchanged
Sierra Ocean, LLC17$3.64K0.00%+17New
Central Trust Co19$4.05K0.00%+9+90.0%Added
Capital A Wealth Management, LLC22$4.69K0.01%+22New
MV Capital Management, Inc.24$5.12K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$5.33K0.00%00.0%Unchanged
Lindbrook Capital, LLC26$5.54K0.00%+9+52.9%Added
New Age Alpha Advisors, LLC27$5.76K0.00%+27New
Whipplewood Advisors, LLC27$5.76K0.00%+27New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC28$5.97K0.00%−2−6.7%Reduced
Grove Bank & Trust31$6.61K0.00%+14+82.4%Added
REAP Financial Group, LLC31$6.66K0.00%00.0%Unchanged
Headlands Technologies LLC34$7.25K0.00%+34New
SOA Wealth Advisors, LLC.34$7.35K0.00%00.0%Unchanged
Umb Bank N A36$7.68K0.00%+4+12.5%Added
Strengthening Families & Communities, LLC37$8.00K0.00%00.0%Unchanged
Valley National Advisers Inc41$8.00K0.00%+41New
Assetmark, Inc39$8.32K0.00%−12−23.5%Reduced
Fortitude Family Office, LLC40$8.53K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC41$8.74K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC41$8.74K0.00%00.0%Unchanged
Colonial Trust Co44$9.38K0.00%+34+340.0%Added
Atala Financial Inc44$9.38K0.01%+44New
CoreCap Advisors, LLC45$9.60K0.00%+10+28.6%Added
Capital Advisors, Ltd. LLC45$10.0K0.00%00.0%Unchanged
Private Trust Co NA51$10.9K0.00%+14+37.8%Added
Kestra Investment Management, LLC51$10.9K0.00%+51New
Hazlett, Burt & Watson, Inc.50$11.0K0.00%00.0%Unchanged
Whittier Trust Co55$11.7K0.00%+55New
JFS Wealth Advisors, LLC55$11.7K0.00%00.0%Unchanged
Harbour Investments, Inc.57$12.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.57$12.2K0.00%+4+7.5%Added
Parallel Advisors, LLC59$12.6K0.00%+23+63.9%Added
Stonebridge Financial Group, LLC59$12.6K0.00%+59New
Cetera Trust Company, N.A60$12.8K0.01%00.0%Unchanged
West Paces Advisors Inc.62$13.2K0.00%00.0%Unchanged
Copia Wealth Management62$13.2K0.01%+62New
Center for Financial Planning, Inc.75$16.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC82$17.5K0.00%−52−38.8%Reduced
Kayne Anderson Rudnick Investment Management LLC84$17.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB85$18.1K0.00%+4+4.9%Added
Smithfield Trust Co95$20.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC97$20.7K0.00%+1+1.0%Added
Riverview Trust Co115$24.5K0.02%00.0%Unchanged
Geneos Wealth Management Inc.116$24.7K0.00%−2−1.7%Reduced
Hemington Wealth Management118$25.0K0.01%+20+20.4%Added
Zions Bancorporation, N.A.125$26.7K0.00%00.0%Unchanged
Concord Wealth Partners125$26.7K0.00%00.0%Unchanged
True Wealth Design, LLC126$26.9K0.01%00.0%Unchanged
Penserra Capital Management LLC130$27.0K0.00%+130New
J.Safra Asset Management Corp131$27.8K0.00%+37+39.4%Added
Migdal Insurance & Financial Holdings Ltd.129$28.0K0.00%+129New
Smartleaf Asset Management LLC134$28.4K0.00%+75+127.1%Added
Proequities, Inc.138$28.6K0.00%+7+5.3%Added
Simplex Trading, LLC137$29.0K0.00%−275−66.7%Reduced
Jones Financial Companies LLLP150$31.9K0.00%+103+219.1%Added
Cromwell Holdings LLC160$34.1K0.02%00.0%Unchanged
Allworth Financial LP174$36.1K0.00%+5+3.0%Added
Raleigh Capital Management Inc.171$36.6K0.01%−2−1.2%Reduced
Laurel Wealth Advisors LLC181$38.6K0.01%00.0%Unchanged
Huntington National Bank186$39.7K0.00%−9−4.6%Reduced
Sentry Investment Management LLC189$40.0K0.02%−31−14.1%Reduced