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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 9,153 | $1.95M | 0.01% | +709+8.4% | Added |
| Pathstone Holdings, LLC | 8,999 | $1.92M | 0.01% | −1,088−10.8% | Reduced |
| Comerica Bank | 8,853 | $1.89M | 0.01% | −789−8.2% | Reduced |
| Cerity Partners LLC | 8,826 | $1.85M | 0.00% | +721+8.9% | Added |
| Utah Retirement Systems | 8,618 | $1.84M | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,514 | $1.82M | 0.04% | +4,696+123.0% | Added |
| Bank of Nova Scotia | 8,480 | $1.81M | 0.00% | −129−1.5% | Reduced |
| Verition Fund Management LLC | 8,376 | $1.79M | 0.01% | +8,376 | New |
| Creative Planning | 8,373 | $1.79M | 0.00% | +748+9.8% | Added |
| Great Lakes Advisors, LLC | 8,292 | $1.77M | 0.02% | −39,857−82.8% | Reduced |
| Annex Advisory Services, LLC | 8,109 | $1.73M | 0.05% | −9−0.1% | Reduced |
| CIBC World Markets Corp | 8,105 | $1.73M | 0.01% | −1,983−19.7% | Reduced |
| Stifel Financial Corp | 8,041 | $1.72M | 0.00% | −206−2.5% | Reduced |
| Ethic Inc. | 8,015 | $1.71M | 0.03% | +1,101+15.9% | Added |
| Wedge Capital Management L L P | 8,011 | $1.71M | 0.03% | −1,177−12.8% | Reduced |
| Mayport, LLC | 7,826 | $1.67M | 0.49% | −1,880−19.4% | Reduced |
| Forsta Ap-Fonden | 7,800 | $1.66M | 0.01% | +3,400+77.3% | Added |
| The PNC Financial Services Group, Inc. | 7,773 | $1.66M | 0.00% | +100+1.3% | Added |
| CIBC Asset Management Inc | 7,699 | $1.64M | 0.01% | +84+1.1% | Added |
| Pensionmark Financial Group, LLC | 7,590 | $1.62M | 0.04% | +1,483+24.3% | Added |
| Franklin Resources Inc | 7,558 | $1.61M | 0.00% | +841+12.5% | Added |
| Cascade Investment Advisors, Inc. | 7,469 | $1.59M | 1.02% | +50+0.7% | Added |
| Oppenheimer Asset Management Inc. | 7,359 | $1.57M | 0.02% | +3,154+75.0% | Added |
| DekaBank Deutsche Girozentrale | 7,353 | $1.56M | 0.00% | 00.0% | Unchanged |
| Edmp, Inc. | 7,173 | $1.53M | 1.45% | −168−2.3% | Reduced |
| Quantinno Capital Management LP | 7,130 | $1.52M | 0.01% | +1,325+22.8% | Added |
| Nebula Research & Development LLC | 7,096 | $1.51M | 0.18% | −7,255−50.6% | Reduced |
| Crestline Management, LP | 7,084 | $1.51M | 0.05% | +7,084 | New |
| Pensionfund Sabic | 7,000 | $1.49M | 0.40% | +1,000+16.7% | Added |
| Mariner, LLC | 6,989 | $1.49M | 0.00% | +1,836+35.6% | Added |
| Baird Financial Group, Inc. | 6,984 | $1.49M | 0.00% | +94+1.4% | Added |
| Captrust Financial Advisors | 6,932 | $1.48M | 0.00% | +917+15.2% | Added |
| Xponance, Inc. | 6,926 | $1.48M | 0.01% | −299−4.1% | Reduced |
| Sciencast Management LP | 6,878 | $1.47M | 0.40% | +6,878 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,899 | $1.46M | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,831 | $1.46M | 0.02% | −278−3.9% | Reduced |
| Storebrand Asset Management AS | 6,821 | $1.45M | 0.00% | −1,562−18.6% | Reduced |
| Daiwa Securities Group Inc. | 6,806 | $1.45M | 0.01% | +465+7.3% | Added |
| Dana Investment Advisors, Inc. | 6,780 | $1.45M | 0.05% | −325−4.6% | Reduced |
| Park Avenue Securities LLC | 6,492 | $1.38M | 0.01% | +1,411+27.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,144 | $1.31M | 0.01% | −775−11.2% | Reduced |
| Mutual of America Capital Management LLC | 6,143 | $1.31M | 0.01% | −235−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,034 | $1.29M | 0.00% | +1,584+35.6% | Added |
| Candriam Luxembourg S.C.A. | 6,031 | $1.29M | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,998 | $1.28M | 0.02% | −5,115−46.0% | Reduced |
| State of Alaska, Department of Revenue | 5,849 | $1.25M | 0.01% | −195−3.2% | Reduced |
| Pacer Advisors, Inc. | 5,818 | $1.24M | 0.00% | +1,829+45.9% | Added |
| Principal Securities, Inc. | 5,719 | $1.22M | 0.03% | +528+10.2% | Added |
| Icon Advisers Inc | 5,500 | $1.17M | 0.26% | −3,600−39.6% | Reduced |
| Janus Henderson Group PLC | 5,453 | $1.16M | 0.00% | +117+2.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,397 | $1.16M | 0.00% | +35+0.7% | Added |
| GWM Advisors LLC | 5,416 | $1.15M | 0.01% | −35−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,309 | $1.13M | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,280 | $1.13M | 0.00% | +1,053+24.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,275 | $1.12M | 0.08% | +5,275 | New |
| Ontario Teachers Pension Plan Board | 4,925 | $1.05M | 0.01% | +1,345+37.6% | Added |
| Tower Research Capital LLC (TRC) | 4,913 | $1.05M | 0.02% | +3,060+165.1% | Added |
| Mizuho Securities USA LLC | 4,861 | $1.04M | 0.02% | +1,503+44.8% | Added |
| Achmea Investment Management B.V. | 4,851 | $1.03M | 0.02% | +508+11.7% | Added |
| MML Investors Services, LLC | 4,808 | $1.02M | 0.00% | +2,131+79.6% | Added |
| Lecap Asset Management Ltd | 4,792 | $1.02M | 0.28% | +1,367+39.9% | Added |
| Worldquant Millennium Advisors LLC | 4,755 | $1.01M | 0.01% | −2,230−31.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,705 | $1.00M | 0.00% | +171+3.8% | Added |
| KBC Group NV | 4,672 | $996.0K | 0.00% | −676−12.6% | Reduced |
| Oak Thistle LLC | 4,623 | $985.7K | 0.29% | +4,623 | New |
| Northwest & Ethical Investments L.P. | 4,569 | $974.2K | 0.03% | −3,234−41.4% | Reduced |
| Oregon Public Employees Retirement Fund | 4,396 | $937.3K | 0.02% | −50−1.1% | Reduced |
| Hartford Investment Management Co | 4,355 | $928.6K | 0.03% | −438−9.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 4,240 | $904.1K | 0.04% | −1,790−29.7% | Reduced |
| Blair William & Co | 4,187 | $892.8K | 0.00% | −120−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 4,182 | $891.0K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,153 | $885.5K | 0.03% | −10.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,137 | $882.0K | 0.01% | +3,028+273.0% | Added |
| Tredje AP-fonden | 4,133 | $881.2K | 0.01% | −4,133−50.0% | Reduced |
| Empirical Asset Management, LLC | 4,110 | $876.3K | 0.29% | −329−7.4% | Reduced |
| Martingale Asset Management L P | 4,061 | $865.9K | 0.02% | −66−1.6% | Reduced |
| Ritholtz Wealth Management | 4,049 | $863.2K | 0.03% | +1,518+60.0% | Added |
| Teachers Retirement System of the State of Kentucky | 3,907 | $833.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,865 | $824.1K | 0.00% | −30,915−88.9% | Reduced |
| GeoWealth Management, LLC | 3,813 | $813.0K | 0.03% | −23−0.6% | Reduced |
| US Asset Management LLC | 3,809 | $812.0K | 0.73% | −38−1.0% | Reduced |
| Janney Montgomery Scott LLC | 3,787 | $807.0K | 0.00% | −9−0.2% | Reduced |
| Qtron Investments LLC | 3,777 | $805.3K | 0.11% | −844−18.3% | Reduced |
| Alpine Global Management, LLC | 3,710 | $791.0K | 0.23% | +3,710 | New |
| Integrated Wealth Concepts LLC | 3,701 | $789.2K | 0.01% | +3,701 | New |
| Metis Global Partners, LLC | 3,591 | $765.7K | 0.02% | −4−0.1% | Reduced |
| Kentucky Retirement Systems | 3,559 | $758.9K | 0.02% | −49−1.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,500 | $746.3K | 0.18% | +3,100+775.0% | Added |
| Savant Capital, LLC | 3,493 | $744.7K | 0.01% | +183+5.5% | Added |
| Capstone Investment Advisors, LLC | 3,472 | $740.3K | 0.01% | +2,571+285.3% | Added |
| Lido Advisors, LLC | 3,428 | $730.9K | 0.00% | +21+0.6% | Added |
| Signaturefd, LLC | 3,418 | $728.8K | 0.01% | +12+0.4% | Added |
| Cookson Peirce & Co Inc | 3,329 | $709.8K | 0.03% | +3,329 | New |
| Jackson Creek Investment Advisors LLC | 3,321 | $708.0K | 0.21% | +213+6.9% | Added |
| Asset Management Group, Inc. | 3,299 | $703.4K | 0.13% | −367−10.0% | Reduced |
| Sterling Capital Management LLC | 3,082 | $657.1K | 0.01% | +1,099+55.4% | Added |
| RBF Capital, LLC | 3,000 | $639.7K | 0.03% | −1,000−25.0% | Reduced |
| Sanctuary Advisors, LLC | 2,917 | $637.9K | 0.00% | −33−1.1% | Reduced |
| Maryland State Retirement & Pension System | 2,971 | $633.5K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,948 | $628.6K | 0.03% | −25−0.8% | Reduced |