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 |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 1,538 | $328.0K | 0.10% | +18+1.2% | Added |
| Forte Capital LLC | 1,540 | $328.4K | 0.04% | −58−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 1,541 | $328.5K | 0.00% | +1,541 | New |
| Horizon Advisory Services, Inc. | 1,557 | $332.0K | 0.19% | +1,557 | New |
| Boothbay Fund Management, LLC | 1,578 | $336.5K | 0.01% | +1,578 | New |
| Allstate Corp | 1,587 | $338.4K | 0.01% | +1,587 | New |
| Colony Group, LLC | 1,604 | $342.2K | 0.00% | −72,566−97.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,628 | $347.1K | 0.01% | −13−0.8% | Reduced |
| Schechter Investment Advisors, LLC | 1,637 | $349.0K | 0.03% | −18−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,644 | $350.5K | 0.01% | −600−26.7% | Reduced |
| Menard Financial Group LLC | 1,671 | $356.3K | 0.21% | +237+16.5% | Added |
| CIBC Private Wealth Group, LLC | 1,743 | $358.0K | 0.00% | +41+2.4% | Added |
| AlphaCore Capital LLC | 1,689 | $360.1K | 0.08% | 00.0% | Unchanged |
| Taika Capital, LP | 1,690 | $360.3K | 0.27% | +1,690 | New |
| Nomura Holdings Inc | 1,692 | $360.8K | 0.00% | +1,692 | New |
| Tokio Marine Asset Management Co Ltd | 1,727 | $368.2K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,728 | $368.4K | 0.00% | +1,728 | New |
| United Capital Financial Advisers, LLC | 1,732 | $369.2K | 0.00% | −65−3.6% | Reduced |
| Optimize Financial Inc | 1,735 | $369.9K | 0.28% | +1,735 | New |
| V-Square Quantitative Management LLC | 1,736 | $370.1K | 0.05% | −272−13.5% | Reduced |
| Boston Private Wealth LLC | 1,740 | $371.0K | 0.01% | +1,740 | New |
| CenterBook Partners LP | 1,741 | $371.2K | 0.02% | +1,741 | New |
| Eqis Capital Management, Inc. | 1,743 | $371.8K | 0.03% | +43+2.5% | Added |
| CAPROCK Group, Inc. | 1,746 | $372.3K | 0.01% | +124+7.6% | Added |
| Oxford Asset Management LLP | 1,749 | $372.9K | 0.17% | +1,749 | New |
| Cambria Investment Management, L.P. | 1,762 | $375.7K | 0.02% | −75−4.1% | Reduced |
| Mackenzie Financial Corp | 1,775 | $378.5K | 0.00% | −34,338−95.1% | Reduced |
| Bridgefront Capital, LLC | 1,806 | $385.1K | 0.13% | +1,806 | New |
| Sherbrooke Park Advisers LLC | 1,822 | $388.5K | 0.12% | −95−5.0% | Reduced |
| Empirical Finance, LLC | 1,841 | $392.5K | 0.02% | −22−1.2% | Reduced |
| Alps Advisors Inc | 1,850 | $394.5K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,855 | $395.5K | 0.11% | −23−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,910 | $407.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,912 | $407.7K | 0.01% | +300+18.6% | Added |
| Fifth Third Bancorp | 1,988 | $423.9K | 0.00% | +32+1.6% | Added |
| Fieldview Capital Management, LLC | 2,030 | $432.8K | 0.07% | +2,030 | New |
| Real Talk Capital, LLC | 2,094 | $446.5K | 0.59% | +2,094 | New |
| E. Ohman J:or Asset Management AB | 2,100 | $447.8K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 2,119 | $451.8K | 0.00% | −200−8.6% | Reduced |
| Wetherby Asset Management Inc | 2,170 | $462.7K | 0.02% | +95+4.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,179 | $464.6K | 0.00% | +533+32.4% | Added |
| Harvest Fund Management Co., Ltd | 2,237 | $477.0K | 0.02% | +1,488+198.7% | Added |
| Twinbeech Capital LP | 2,250 | $479.7K | 0.01% | +2,250 | New |
| WFA Asset Management Corp | 2,251 | $480.0K | 0.26% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,268 | $483.6K | 0.00% | 00.0% | Unchanged |
| Burney Co | 2,285 | $487.2K | 0.02% | −391−14.6% | Reduced |
| Omers Administration Corp | 2,288 | $487.8K | 0.00% | +264+13.0% | Added |
| ING Groep NV | 2,318 | $494.2K | 0.00% | +2,318 | New |
| Atria Investments LLC | 2,355 | $502.2K | 0.01% | −217−8.4% | Reduced |
| Norinchukin Bank, The | 2,365 | $504.3K | 0.01% | +203+9.4% | Added |
| Clearstead Advisors, LLC | 2,368 | $504.9K | 0.01% | −89−3.6% | Reduced |
| GoalFusion Wealth Management, LLC | 2,374 | $506.2K | 0.28% | −225−8.7% | Reduced |
| iA Global Asset Management Inc. | 2,404 | $513.0K | 0.01% | −1,258−34.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,477 | $523.7K | 0.00% | −5,138−67.5% | Reduced |
| New Mexico Educational Retirement Board | 2,511 | $535.0K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,608 | $556.8K | 0.00% | +164+6.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,621 | $558.9K | 0.19% | +2,621 | New |
| Vise Technologies, Inc. | 2,666 | $568.4K | 0.05% | +2,666 | New |
| Securian Asset Management, Inc | 2,671 | $569.5K | 0.02% | −100−3.6% | Reduced |
| HTLF Bank | 2,716 | $579.1K | 0.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,800 | $597.0K | 0.01% | −100−3.4% | Reduced |
| XTX Topco Ltd | 2,841 | $605.8K | 0.05% | −7,552−72.7% | Reduced |
| Tectonic Advisors LLC | 2,843 | $606.2K | 0.04% | +98+3.6% | Added |
| Swedbank AB | 2,845 | $606.6K | 0.00% | +1,409+98.1% | Added |
| Crossmark Global Holdings, Inc. | 2,887 | $616.0K | 0.01% | −335−10.4% | Reduced |
| ISAM Funds (UK) Ltd | 2,896 | $617.5K | 0.46% | +2,896 | New |
| Csenge Advisory Group | 2,948 | $628.6K | 0.03% | −25−0.8% | Reduced |
| Maryland State Retirement & Pension System | 2,971 | $633.5K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,917 | $637.9K | 0.00% | −33−1.1% | Reduced |
| RBF Capital, LLC | 3,000 | $639.7K | 0.03% | −1,000−25.0% | Reduced |
| Sterling Capital Management LLC | 3,082 | $657.1K | 0.01% | +1,099+55.4% | Added |
| Asset Management Group, Inc. | 3,299 | $703.4K | 0.13% | −367−10.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,321 | $708.0K | 0.21% | +213+6.9% | Added |
| Cookson Peirce & Co Inc | 3,329 | $709.8K | 0.03% | +3,329 | New |
| Signaturefd, LLC | 3,418 | $728.8K | 0.01% | +12+0.4% | Added |
| Lido Advisors, LLC | 3,428 | $730.9K | 0.00% | +21+0.6% | Added |
| Capstone Investment Advisors, LLC | 3,472 | $740.3K | 0.01% | +2,571+285.3% | Added |
| Savant Capital, LLC | 3,493 | $744.7K | 0.01% | +183+5.5% | Added |
| Catalyst Funds Management Pty Ltd | 3,500 | $746.3K | 0.18% | +3,100+775.0% | Added |
| Kentucky Retirement Systems | 3,559 | $758.9K | 0.02% | −49−1.4% | Reduced |
| Metis Global Partners, LLC | 3,591 | $765.7K | 0.02% | −4−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,701 | $789.2K | 0.01% | +3,701 | New |
| Alpine Global Management, LLC | 3,710 | $791.0K | 0.23% | +3,710 | New |
| Qtron Investments LLC | 3,777 | $805.3K | 0.11% | −844−18.3% | Reduced |
| Janney Montgomery Scott LLC | 3,787 | $807.0K | 0.00% | −9−0.2% | Reduced |
| US Asset Management LLC | 3,809 | $812.0K | 0.73% | −38−1.0% | Reduced |
| GeoWealth Management, LLC | 3,813 | $813.0K | 0.03% | −23−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 3,865 | $824.1K | 0.00% | −30,915−88.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,907 | $833.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,049 | $863.2K | 0.03% | +1,518+60.0% | Added |
| Martingale Asset Management L P | 4,061 | $865.9K | 0.02% | −66−1.6% | Reduced |
| Empirical Asset Management, LLC | 4,110 | $876.3K | 0.29% | −329−7.4% | Reduced |
| Tredje AP-fonden | 4,133 | $881.2K | 0.01% | −4,133−50.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,137 | $882.0K | 0.01% | +3,028+273.0% | Added |
| NorthRock Partners, LLC | 4,153 | $885.5K | 0.03% | −10.0% | Reduced |
| Gulf International Bank (UK) Ltd | 4,182 | $891.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 4,187 | $892.8K | 0.00% | −120−2.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 4,240 | $904.1K | 0.04% | −1,790−29.7% | Reduced |
| Hartford Investment Management Co | 4,355 | $928.6K | 0.03% | −438−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 4,396 | $937.3K | 0.02% | −50−1.1% | Reduced |