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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
Allianz Asset Management GmbH89,921$19.2M0.03%−34,836−27.9%Reduced
Royal Bank of Canada95,245$20.3M0.00%+7,909+9.1%Added
Envestnet Asset Management Inc97,413$20.8M0.01%+15,218+18.5%Added
Hallmark Capital Management Inc98,116$20.9M1.56%−1,945−1.9%Reduced
Calamos Advisors LLC107,044$22.8M0.11%+296+0.3%Added
HSBC Holdings PLC107,431$22.9M0.01%−6,934−6.1%Reduced
Rhumbline Advisers108,182$23.1M0.02%−2,312−2.1%Reduced
Teacher Retirement System of Texas112,188$23.9M0.09%+18,610+19.9%Added
Sumitomo Mitsui Trust Holdings, Inc.115,217$24.6M0.02%−15,784−12.0%Reduced
Victory Capital Management Inc122,293$26.1M0.03%−1,861−1.5%Reduced
JPMorgan Chase & Co122,637$26.1M0.00%−48,733−28.4%Reduced
Russell Investments Group, Ltd.129,217$27.5M0.04%−8,185−6.0%Reduced
Susquehanna International Group, LLP130,771$27.9M0.04%+113,686+665.4%Added
Man Group plc133,000$28.4M0.09%−10,471−7.3%Reduced
BNP Paribas Arbitrage, SA137,712$29.4M0.02%+50,407+57.7%Added
Nuveen Asset Management, LLC137,975$29.4M0.01%−27,691−16.7%Reduced
Neuberger Berman Group LLC143,653$30.6M0.02%−7,215−4.8%Reduced
GW&K Investment Management, LLC143,983$30.7M0.26%+143,945+378,802.6%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.144,814$30.9M0.08%−15,066−9.4%Reduced
Swiss National Bank146,300$31.2M0.02%−7,500−4.9%Reduced
Globeflex Capital L P147,688$31.5M2.67%−4,719−3.1%Reduced
Mountain Pacific Investment Advisers Inc150,325$32.1M2.25%−117−0.1%Reduced
Robeco Institutional Asset Management B.V.152,935$32.6M0.06%−28,935−15.9%Reduced
Woodline Partners LP157,140$33.5M0.23%−72,270−31.5%Reduced
Barclays PLC160,396$34.2M0.02%−31,914−16.6%Reduced
Fuller & Thaler Asset Management, Inc.161,172$34.4M0.13%+161,172New
Legal & General Group Plc172,772$36.8M0.01%+5,285+3.2%Added
UBS Group AG174,721$37.3M0.01%+34,265+24.4%Added
Marshall Wace, LLP182,167$38.8M0.05%+3,290+1.8%Added
FIL Ltd213,550$45.5M0.04%+63,550+42.4%Added
Qube Research & Technologies Ltd214,278$45.7M0.07%+81,237+61.1%Added
Bank of America Corp239,880$51.1M0.00%−48,135−16.7%Reduced
Goldman Sachs Group Inc243,211$51.9M0.01%−8,944−3.5%Reduced
California Public Employees Retirement System258,962$55.2M0.04%−3,353−1.3%Reduced
Gillson Capital LP259,623$55.4M4.99%−36,778−12.4%Reduced
First Trust Advisors LP263,762$56.2M0.05%−46,821−15.1%Reduced
Amundi281,199$57.8M0.02%+87,323+45.0%Added
Prudential Financial Inc304,413$64.9M0.09%−50,460−14.2%Reduced
UBS Asset Management Americas Inc330,348$70.4M0.02%−65,692−16.6%Reduced
Federated Hermes, Inc.330,619$70.5M0.15%−15,598−4.5%Reduced
Millennium Management LLC344,128$73.4M0.06%+322,608+1,499.1%Added
Wellington Management Group LLP378,944$80.8M0.01%−33,896−8.2%Reduced
First Manhattan Co394,044$84.0M0.25%+14,610+3.9%Added
Macquarie Group Ltd427,044$90.5M0.11%−10,889−2.5%Reduced
Charles Schwab Investment Management Inc447,968$95.5M0.02%−1,185−0.3%Reduced
TD Asset Management Inc499,818$106.6M0.09%−37,727−7.0%Reduced
Deutsche Bank AG550,782$117.4M0.05%+113,247+25.9%Added
Schroder Investment Management Group571,053$121.8M0.12%−91,395−13.8%Reduced
Clark Capital Management Group, Inc.607,458$129.5M0.91%+7,211+1.2%Added
Dimensional Fund Advisors LP660,153$140.8M0.03%−27,207−4.0%Reduced
Nordea Investment Management AB662,672$141.5M0.15%−135,271−17.0%Reduced
Norges Bank672,898$143.5M0.02%−13,290−1.9%Reduced
Morgan Stanley721,063$153.7M0.01%−9,471−1.3%Reduced
Lyrical Asset Management LP728,810$155.4M2.30%−1,723−0.2%Reduced
Price T Rowe Associates Inc817,264$174.3M0.02%−75,873−8.5%Reduced
Northern Trust Corp831,864$177.4M0.03%+156,364+23.1%Added
AQR Capital Management LLC986,513$210.0M0.27%−91,877−8.5%Reduced
FMR LLC1,101,573$234.9M0.01%−62,020−5.3%Reduced
Invesco Ltd.1,155,737$246.4M0.05%−7,841−0.7%Reduced
Massachusetts Financial Services Co1,197,150$255.3M0.08%−204,457−14.6%Reduced
Geode Capital Management, LLC1,399,725$299.7M0.02%+10,956+0.8%Added
State Street Corp2,340,777$499.1M0.02%−31,008−1.3%Reduced
Bank of New York Mellon Corp3,320,590$708.0M0.13%+891,292+36.7%Added
BlackRock, Inc.4,774,449$1.02B0.02%−317,269−6.2%Reduced
T. Rowe Price Investment Management, Inc.5,039,199$1.07B0.66%−77,832−1.5%Reduced
Vanguard Group Inc6,736,009$1.44B0.03%−36,804−0.5%Reduced
Point72 Asset Management, L.P.0$00.00%−133,912−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−50,000−100.0%Sold out
Prana Capital Management, LP0$00.00%−44,145−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−25,647−100.0%Sold out
Alerus Financial NA0$00.00%−18,115−100.0%Sold out
Two Sigma Investments, LP0$00.00%−12,447−100.0%Sold out
Trexquant Investment LP0$00.00%−11,723−100.0%Sold out
Capital Fund Management S.A.0$00.00%−11,161−100.0%Sold out
Teza Capital Management LLC0$00.00%−11,039−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−11,031−100.0%Sold out
Alberta Investment Management Corp0$00.00%−10,800−100.0%Sold out
Ossiam0$00.00%−9,974−100.0%Sold out
STRS Ohio0$00.00%−9,890−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−8,440−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−5,998−100.0%Sold out
AXA S.A.0$00.00%−5,391−100.0%Sold out
Groupama Asset Managment0$00.00%−6,309−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−5,048−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−143,179−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−3,550−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−2,912−100.0%Sold out
Stevens Capital Management LP0$00.00%−2,271−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,800−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−1,715−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−1,698−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−1,624−100.0%Sold out
GTS Securities LLC0$00.00%−1,602−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−1,533−100.0%Sold out
Walleye Trading LLC0$00.00%−1,524−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−1,488−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−1,445−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−1,427−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,398−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,313−100.0%Sold out