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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 193 | $41.2K | 0.00% | +161+503.1% | Added |
| Skopos Labs, Inc. | 202 | $43.1K | 0.01% | −7−3.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $43.3K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 206 | $43.9K | 0.03% | +206 | New |
| SRS Capital Advisors, Inc. | 220 | $47.0K | 0.00% | +9+4.3% | Added |
| Bryn Mawr Trust Co | 224 | $47.8K | 0.00% | −1,003−81.7% | Reduced |
| Ameriflex Group, Inc. | 235 | $50.6K | 0.02% | +235 | New |
| Parkside Financial Bank & Trust | 254 | $54.2K | 0.01% | +12+5.0% | Added |
| MAI Capital Management | 261 | $55.7K | 0.00% | +261 | New |
| Richardson Financial Services Inc. | 287 | $60.9K | 0.04% | +86+42.8% | Added |
| State of Wyoming | 296 | $63.1K | 0.01% | +133+81.6% | Added |
| Intact Investment Management Inc. | 300 | $64.0K | 0.00% | −60−16.7% | Reduced |
| Acadian Asset Management LLC | 337 | $71.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 364 | $77.6K | 0.00% | +84+30.0% | Added |
| Manchester Capital Management LLC | 377 | $80.4K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 419 | $89.3K | 0.01% | −4,033−90.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 419 | $89.3K | 0.00% | −9−2.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 425 | $90.6K | 0.01% | +1+0.2% | Added |
| Kapitalo Investimentos Ltda | 438 | $93.4K | 0.06% | +438 | New |
| Mather Group, LLC. | 439 | $93.6K | 0.00% | −21−4.6% | Reduced |
| Quent Capital, LLC | 441 | $94.0K | 0.01% | −15−3.3% | Reduced |
| Covestor Ltd | 451 | $97.0K | 0.06% | −27−5.6% | Reduced |
| Bayforest Capital Ltd | 497 | $106.0K | 0.13% | +497 | New |
| Ameritas Investment Partners, Inc. | 500 | $106.6K | 0.00% | −62−11.0% | Reduced |
| Atlas Capital Advisors LLC | 502 | $107.0K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 516 | $110.0K | 0.01% | +516 | New |
| Quarry LP | 528 | $112.6K | 0.02% | +528 | New |
| LRI Investments, LLC | 553 | $117.8K | 0.01% | +68+14.0% | Added |
| ORG Wealth Partners, LLC | 558 | $119.0K | 0.04% | −63−10.1% | Reduced |
| Central Pacific Bank - Trust Division | 560 | $119.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 565 | $120.5K | 0.00% | −92−14.0% | Reduced |
| Quadrant Capital Group LLC | 588 | $125.4K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 676 | $144.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 679 | $144.8K | 0.01% | +356+110.2% | Added |
| Horizon Investments, LLC | 707 | $150.2K | 0.00% | +5+0.7% | Added |
| Ci Investments Inc. | 713 | $152.0K | 0.00% | +36+5.3% | Added |
| Harbor Investment Advisory, LLC | 723 | $154.2K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 757 | $161.4K | 0.02% | +757 | New |
| Steward Partners Investment Advisory, LLC | 765 | $163.1K | 0.00% | +437+133.2% | Added |
| Principia Wealth Advisory, LLC | 819 | $174.6K | 0.16% | +819 | New |
| Bullock Wealth Management Group | 831 | $177.2K | 0.10% | +49+6.3% | Added |
| USA Financial Portformulas Corp | 862 | $183.8K | 0.03% | +862 | New |
| TownSquare Capital, LLC | 938 | $200.1K | 0.00% | −569−37.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 942 | $200.6K | 0.00% | +82+9.5% | Added |
| Capula Management Ltd | 944 | $201.3K | 0.00% | +944 | New |
| IFP Advisors, Inc | 949 | $202.6K | 0.01% | −7−0.7% | Reduced |
| AlphaCentric Advisors LLC | 963 | $205.3K | 0.20% | −54−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 965 | $205.7K | 0.00% | +965 | New |
| Cambridge Investment Research Advisors, Inc. | 971 | $207.0K | 0.00% | +971 | New |
| Plato Investment Management Ltd | 976 | $208.9K | 0.02% | −1,719−63.8% | Reduced |
| HB Wealth Management, LLC | 995 | $212.1K | 0.00% | −21−2.1% | Reduced |
| Vontobel Holding Ltd. | 996 | $212.4K | 0.00% | −1,381−58.1% | Reduced |
| WBH Advisory Inc | 1,000 | $213.2K | 0.02% | +1,000 | New |
| Steel Peak Wealth Management LLC | 1,000 | $213.2K | 0.01% | +1,000 | New |
| Ballast Advisors LLC | 1,011 | $215.6K | 0.07% | −31−3.0% | Reduced |
| HighPoint Advisor Group LLC | 1,027 | $218.5K | 0.01% | +1,027 | New |
| Everence Capital Management Inc | 1,030 | $220.0K | 0.01% | −1,130−52.3% | Reduced |
| Capital Research Global Investors | 1,041 | $222.0K | 0.00% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,064 | $226.9K | 0.02% | −41−3.7% | Reduced |
| Glenmede Trust Co NA | 1,069 | $227.9K | 0.00% | −81−7.0% | Reduced |
| Catalyst Financial Partners LLC | 1,080 | $230.3K | 0.04% | −362−25.1% | Reduced |
| Longboard Asset Management, LP | 1,088 | $232.0K | 0.61% | +1,088 | New |
| Challenger Wealth Management | 1,100 | $234.5K | 0.20% | +1,100 | New |
| NDVR, Inc. | 1,109 | $236.5K | 0.23% | +1,109 | New |
| SC&H Financial Advisors, Inc. | 1,110 | $236.7K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 1,119 | $238.6K | 0.00% | +290+35.0% | Added |
| Cresset Asset Management, LLC | 1,121 | $239.0K | 0.00% | −3,154−73.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,125 | $239.9K | 0.00% | −135−10.7% | Reduced |
| Impact Partnership Wealth, LLC | 1,131 | $241.2K | 0.05% | +1,131 | New |
| Centiva Capital, LP | 1,134 | $241.8K | 0.01% | −1,839−61.9% | Reduced |
| Lake Street Advisors Group, LLC | 1,150 | $245.3K | 0.01% | +6+0.5% | Added |
| Ameritas Advisory Services, LLC | 1,176 | $250.7K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,180 | $251.6K | 0.05% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,186 | $252.9K | 0.00% | −596−33.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,192 | $254.2K | 0.01% | −416−25.9% | Reduced |
| Merit Financial Group, LLC | 1,192 | $254.2K | 0.00% | +1,192 | New |
| SOL Capital Management CO | 1,200 | $256.0K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,216 | $259.3K | 0.02% | +82+7.2% | Added |
| Jump Financial, LLC | 1,220 | $260.1K | 0.01% | +1,220 | New |
| Atomi Financial Group, Inc. | 1,224 | $261.0K | 0.01% | +9+0.7% | Added |
| Vestcor Inc | 1,229 | $262.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,239 | $264.2K | 0.00% | +1,239 | New |
| Pallas Capital Advisors LLC | 1,243 | $265.0K | 0.01% | +11+0.9% | Added |
| Hilltop Holdings Inc. | 1,249 | $266.2K | 0.02% | +242+24.0% | Added |
| Applied Finance Capital Management, LLC | 1,258 | $268.2K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,264 | $269.5K | 0.35% | +1,264 | New |
| Calamos Wealth Management LLC | 1,274 | $271.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,285 | $274.0K | 0.00% | +1,285 | New |
| denkapparat Operations GmbH | 1,324 | $282.3K | 0.42% | +1,324 | New |
| M&T Bank Corp | 1,356 | $289.1K | 0.00% | +120+9.7% | Added |
| HighTower Advisors, LLC | 1,390 | $296.4K | 0.00% | +161+13.1% | Added |
| Global Retirement Partners, LLC | 1,405 | $299.6K | 0.01% | +492+53.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,410 | $300.6K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 1,423 | $303.4K | 0.06% | +223+18.6% | Added |
| Forum Financial Management, LP | 1,429 | $304.7K | 0.01% | +44+3.2% | Added |
| Graham Capital Management, L.P. | 1,457 | $310.7K | 0.01% | −644−30.7% | Reduced |
| SG Americas Securities, LLC | 1,472 | $314.0K | 0.00% | −59,202−97.6% | Reduced |
| GAMMA Investing LLC | 1,473 | $314.1K | 0.03% | +376+34.3% | Added |
| Investment Management Corp of Ontario | 1,474 | $314.3K | 0.01% | −200−11.9% | Reduced |
| C M Bidwell & Associates Ltd | 1,534 | $327.1K | 0.20% | −17−1.1% | Reduced |