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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 4,569 | $974.2K | 0.03% | −3,234−41.4% | Reduced |
| Oak Thistle LLC | 4,623 | $985.7K | 0.29% | +4,623 | New |
| KBC Group NV | 4,672 | $996.0K | 0.00% | −676−12.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,705 | $1.00M | 0.00% | +171+3.8% | Added |
| Worldquant Millennium Advisors LLC | 4,755 | $1.01M | 0.01% | −2,230−31.9% | Reduced |
| Lecap Asset Management Ltd | 4,792 | $1.02M | 0.28% | +1,367+39.9% | Added |
| MML Investors Services, LLC | 4,808 | $1.02M | 0.00% | +2,131+79.6% | Added |
| Achmea Investment Management B.V. | 4,851 | $1.03M | 0.02% | +508+11.7% | Added |
| Mizuho Securities USA LLC | 4,861 | $1.04M | 0.02% | +1,503+44.8% | Added |
| Tower Research Capital LLC (TRC) | 4,913 | $1.05M | 0.02% | +3,060+165.1% | Added |
| Ontario Teachers Pension Plan Board | 4,925 | $1.05M | 0.01% | +1,345+37.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,275 | $1.12M | 0.08% | +5,275 | New |
| CWM, LLC | 5,280 | $1.13M | 0.00% | +1,053+24.9% | Added |
| Public Employees Retirement Association of Colorado | 5,309 | $1.13M | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,416 | $1.15M | 0.01% | −35−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,397 | $1.16M | 0.00% | +35+0.7% | Added |
| Janus Henderson Group PLC | 5,453 | $1.16M | 0.00% | +117+2.2% | Added |
| Icon Advisers Inc | 5,500 | $1.17M | 0.26% | −3,600−39.6% | Reduced |
| Principal Securities, Inc. | 5,719 | $1.22M | 0.03% | +528+10.2% | Added |
| Pacer Advisors, Inc. | 5,818 | $1.24M | 0.00% | +1,829+45.9% | Added |
| State of Alaska, Department of Revenue | 5,849 | $1.25M | 0.01% | −195−3.2% | Reduced |
| Congress Wealth Management LLC | 5,998 | $1.28M | 0.02% | −5,115−46.0% | Reduced |
| Candriam Luxembourg S.C.A. | 6,031 | $1.29M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,034 | $1.29M | 0.00% | +1,584+35.6% | Added |
| Mutual of America Capital Management LLC | 6,143 | $1.31M | 0.01% | −235−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,144 | $1.31M | 0.01% | −775−11.2% | Reduced |
| Park Avenue Securities LLC | 6,492 | $1.38M | 0.01% | +1,411+27.8% | Added |
| Dana Investment Advisors, Inc. | 6,780 | $1.45M | 0.05% | −325−4.6% | Reduced |
| Daiwa Securities Group Inc. | 6,806 | $1.45M | 0.01% | +465+7.3% | Added |
| Storebrand Asset Management AS | 6,821 | $1.45M | 0.00% | −1,562−18.6% | Reduced |
| Yousif Capital Management, LLC | 6,831 | $1.46M | 0.02% | −278−3.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,899 | $1.46M | 0.05% | 00.0% | Unchanged |
| Sciencast Management LP | 6,878 | $1.47M | 0.40% | +6,878 | New |
| Xponance, Inc. | 6,926 | $1.48M | 0.01% | −299−4.1% | Reduced |
| Captrust Financial Advisors | 6,932 | $1.48M | 0.00% | +917+15.2% | Added |
| Baird Financial Group, Inc. | 6,984 | $1.49M | 0.00% | +94+1.4% | Added |
| Mariner, LLC | 6,989 | $1.49M | 0.00% | +1,836+35.6% | Added |
| Pensionfund Sabic | 7,000 | $1.49M | 0.40% | +1,000+16.7% | Added |
| Crestline Management, LP | 7,084 | $1.51M | 0.05% | +7,084 | New |
| Nebula Research & Development LLC | 7,096 | $1.51M | 0.18% | −7,255−50.6% | Reduced |
| Quantinno Capital Management LP | 7,130 | $1.52M | 0.01% | +1,325+22.8% | Added |
| Edmp, Inc. | 7,173 | $1.53M | 1.45% | −168−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 7,353 | $1.56M | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,359 | $1.57M | 0.02% | +3,154+75.0% | Added |
| Cascade Investment Advisors, Inc. | 7,469 | $1.59M | 1.02% | +50+0.7% | Added |
| Franklin Resources Inc | 7,558 | $1.61M | 0.00% | +841+12.5% | Added |
| Pensionmark Financial Group, LLC | 7,590 | $1.62M | 0.04% | +1,483+24.3% | Added |
| CIBC Asset Management Inc | 7,699 | $1.64M | 0.01% | +84+1.1% | Added |
| The PNC Financial Services Group, Inc. | 7,773 | $1.66M | 0.00% | +100+1.3% | Added |
| Forsta Ap-Fonden | 7,800 | $1.66M | 0.01% | +3,400+77.3% | Added |
| Mayport, LLC | 7,826 | $1.67M | 0.49% | −1,880−19.4% | Reduced |
| Wedge Capital Management L L P | 8,011 | $1.71M | 0.03% | −1,177−12.8% | Reduced |
| Ethic Inc. | 8,015 | $1.71M | 0.03% | +1,101+15.9% | Added |
| Stifel Financial Corp | 8,041 | $1.72M | 0.00% | −206−2.5% | Reduced |
| CIBC World Markets Corp | 8,105 | $1.73M | 0.01% | −1,983−19.7% | Reduced |
| Annex Advisory Services, LLC | 8,109 | $1.73M | 0.05% | −9−0.1% | Reduced |
| Great Lakes Advisors, LLC | 8,292 | $1.77M | 0.02% | −39,857−82.8% | Reduced |
| Creative Planning | 8,373 | $1.79M | 0.00% | +748+9.8% | Added |
| Verition Fund Management LLC | 8,376 | $1.79M | 0.01% | +8,376 | New |
| Bank of Nova Scotia | 8,480 | $1.81M | 0.00% | −129−1.5% | Reduced |
| Quadrature Capital Ltd | 8,514 | $1.82M | 0.04% | +4,696+123.0% | Added |
| Utah Retirement Systems | 8,618 | $1.84M | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,826 | $1.85M | 0.00% | +721+8.9% | Added |
| Comerica Bank | 8,853 | $1.89M | 0.01% | −789−8.2% | Reduced |
| Pathstone Holdings, LLC | 8,999 | $1.92M | 0.01% | −1,088−10.8% | Reduced |
| UniSuper Management Pty Ltd | 9,153 | $1.95M | 0.01% | +709+8.4% | Added |
| Bridgewater Associates, LP | 9,203 | $1.96M | 0.01% | −70,096−88.4% | Reduced |
| Mount Lucas Management LP | 9,370 | $2.00M | 0.70% | −557−5.6% | Reduced |
| Brinker Capital Investments, LLC | 9,555 | $2.04M | 0.02% | +4,123+75.9% | Added |
| Orion Portfolio Solutions, LLC | 9,555 | $2.04M | 0.02% | +4,123+75.9% | Added |
| DnB Asset Management AS | 9,770 | $2.08M | 0.01% | −1,608−14.1% | Reduced |
| Jefferies Financial Group Inc. | 9,814 | $2.09M | 0.02% | −10,210−51.0% | Reduced |
| Amalgamated Bank | 9,831 | $2.10M | 0.02% | −362−3.6% | Reduced |
| British Columbia Investment Management Corp | 9,918 | $2.11M | 0.01% | +1,237+14.2% | Added |
| Schonfeld Strategic Advisors LLC | 9,951 | $2.12M | 0.01% | +7,521+309.5% | Added |
| Dean Capital Management | 10,054 | $2.14M | 0.91% | +172+1.7% | Added |
| Toroso Investments, LLC | 10,090 | $2.15M | 0.02% | −1,274−11.2% | Reduced |
| Shell Asset Management Co | 10,380 | $2.21M | 0.10% | +3,957+61.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 10,483 | $2.23M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,905 | $2.33M | 0.01% | −370−3.3% | Reduced |
| Panagora Asset Management Inc | 10,973 | $2.34M | 0.01% | +1,607+17.2% | Added |
| Retirement Systems of Alabama | 11,106 | $2.37M | 0.01% | −265−2.3% | Reduced |
| Czech National Bank | 11,121 | $2.37M | 0.02% | +571+5.4% | Added |
| Financial Architects, LLC | 11,349 | $2.42M | 1.55% | +11,349 | New |
| Andra AP-fonden | 11,500 | $2.45M | 0.04% | −48,100−80.7% | Reduced |
| Illinois Municipal Retirement Fund | 11,718 | $2.50M | 0.04% | +2,209+23.2% | Added |
| Shay Capital LLC | 11,750 | $2.51M | 0.61% | −250−2.1% | Reduced |
| Truist Financial Corp | 11,995 | $2.56M | 0.00% | +8,413+234.9% | Added |
| Ostrum Asset Management | 12,082 | $2.58M | 0.22% | −5,822−32.5% | Reduced |
| Corebridge Financial, Inc. | 12,150 | $2.59M | 0.01% | −710−5.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,312 | $2.63M | 0.04% | +12,312 | New |
| New York Life Investment Management LLC | 12,363 | $2.64M | 0.03% | −513−4.0% | Reduced |
| Engineers Gate Manager LP | 12,790 | $2.73M | 0.05% | +12,790 | New |
| Accurate Wealth Management, LLC | 13,714 | $2.73M | 0.52% | +13,714 | New |
| O'Shaughnessy Asset Management, LLC | 12,831 | $2.74M | 0.02% | +4,168+48.1% | Added |
| Handelsbanken Fonder AB | 13,000 | $2.77M | 0.01% | −700−5.1% | Reduced |
| JustInvest LLC | 13,120 | $2.80M | 0.04% | +162+1.3% | Added |
| Generali Asset Management SPA SGR | 13,171 | $2.81M | 0.07% | +13,171 | New |
| IFM Investors Pty Ltd | 13,198 | $2.81M | 0.03% | −696−5.0% | Reduced |
| Public Sector Pension Investment Board | 13,337 | $2.84M | 0.01% | +4,316+47.8% | Added |