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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 2,896 | $617.5K | 0.46% | +2,896 | New |
| Crossmark Global Holdings, Inc. | 2,887 | $616.0K | 0.01% | −335−10.4% | Reduced |
| Swedbank AB | 2,845 | $606.6K | 0.00% | +1,409+98.1% | Added |
| Tectonic Advisors LLC | 2,843 | $606.2K | 0.04% | +98+3.6% | Added |
| XTX Topco Ltd | 2,841 | $605.8K | 0.05% | −7,552−72.7% | Reduced |
| Louisiana State Employees Retirement System | 2,800 | $597.0K | 0.01% | −100−3.4% | Reduced |
| HTLF Bank | 2,716 | $579.1K | 0.07% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,671 | $569.5K | 0.02% | −100−3.6% | Reduced |
| Vise Technologies, Inc. | 2,666 | $568.4K | 0.05% | +2,666 | New |
| McElhenny Sheffield Capital Management, LLC | 2,621 | $558.9K | 0.19% | +2,621 | New |
| Kovitz Investment Group Partners, LLC | 2,608 | $556.8K | 0.00% | +164+6.7% | Added |
| New Mexico Educational Retirement Board | 2,511 | $535.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,477 | $523.7K | 0.00% | −5,138−67.5% | Reduced |
| iA Global Asset Management Inc. | 2,404 | $513.0K | 0.01% | −1,258−34.4% | Reduced |
| GoalFusion Wealth Management, LLC | 2,374 | $506.2K | 0.28% | −225−8.7% | Reduced |
| Clearstead Advisors, LLC | 2,368 | $504.9K | 0.01% | −89−3.6% | Reduced |
| Norinchukin Bank, The | 2,365 | $504.3K | 0.01% | +203+9.4% | Added |
| Atria Investments LLC | 2,355 | $502.2K | 0.01% | −217−8.4% | Reduced |
| ING Groep NV | 2,318 | $494.2K | 0.00% | +2,318 | New |
| Omers Administration Corp | 2,288 | $487.8K | 0.00% | +264+13.0% | Added |
| Burney Co | 2,285 | $487.2K | 0.02% | −391−14.6% | Reduced |
| Johnson Investment Counsel Inc | 2,268 | $483.6K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,251 | $480.0K | 0.26% | 00.0% | Unchanged |
| Twinbeech Capital LP | 2,250 | $479.7K | 0.01% | +2,250 | New |
| Harvest Fund Management Co., Ltd | 2,237 | $477.0K | 0.02% | +1,488+198.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,179 | $464.6K | 0.00% | +533+32.4% | Added |
| Wetherby Asset Management Inc | 2,170 | $462.7K | 0.02% | +95+4.6% | Added |
| Commerce Bank | 2,119 | $451.8K | 0.00% | −200−8.6% | Reduced |
| E. Ohman J:or Asset Management AB | 2,100 | $447.8K | 0.01% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 2,094 | $446.5K | 0.59% | +2,094 | New |
| Fieldview Capital Management, LLC | 2,030 | $432.8K | 0.07% | +2,030 | New |
| Fifth Third Bancorp | 1,988 | $423.9K | 0.00% | +32+1.6% | Added |
| Coldstream Capital Management Inc | 1,912 | $407.7K | 0.01% | +300+18.6% | Added |
| Beacon Investment Advisory Services, Inc. | 1,910 | $407.3K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,855 | $395.5K | 0.11% | −23−1.2% | Reduced |
| Alps Advisors Inc | 1,850 | $394.5K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,841 | $392.5K | 0.02% | −22−1.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,822 | $388.5K | 0.12% | −95−5.0% | Reduced |
| Bridgefront Capital, LLC | 1,806 | $385.1K | 0.13% | +1,806 | New |
| Mackenzie Financial Corp | 1,775 | $378.5K | 0.00% | −34,338−95.1% | Reduced |
| Cambria Investment Management, L.P. | 1,762 | $375.7K | 0.02% | −75−4.1% | Reduced |
| Oxford Asset Management LLP | 1,749 | $372.9K | 0.17% | +1,749 | New |
| CAPROCK Group, Inc. | 1,746 | $372.3K | 0.01% | +124+7.6% | Added |
| Eqis Capital Management, Inc. | 1,743 | $371.8K | 0.03% | +43+2.5% | Added |
| CenterBook Partners LP | 1,741 | $371.2K | 0.02% | +1,741 | New |
| Boston Private Wealth LLC | 1,740 | $371.0K | 0.01% | +1,740 | New |
| V-Square Quantitative Management LLC | 1,736 | $370.1K | 0.05% | −272−13.5% | Reduced |
| Optimize Financial Inc | 1,735 | $369.9K | 0.28% | +1,735 | New |
| United Capital Financial Advisers, LLC | 1,732 | $369.2K | 0.00% | −65−3.6% | Reduced |
| Walleye Capital LLC | 1,728 | $368.4K | 0.00% | +1,728 | New |
| Tokio Marine Asset Management Co Ltd | 1,727 | $368.2K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,692 | $360.8K | 0.00% | +1,692 | New |
| Taika Capital, LP | 1,690 | $360.3K | 0.27% | +1,690 | New |
| AlphaCore Capital LLC | 1,689 | $360.1K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,743 | $358.0K | 0.00% | +41+2.4% | Added |
| Menard Financial Group LLC | 1,671 | $356.3K | 0.21% | +237+16.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,644 | $350.5K | 0.01% | −600−26.7% | Reduced |
| Schechter Investment Advisors, LLC | 1,637 | $349.0K | 0.03% | −18−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,628 | $347.1K | 0.01% | −13−0.8% | Reduced |
| Colony Group, LLC | 1,604 | $342.2K | 0.00% | −72,566−97.8% | Reduced |
| Allstate Corp | 1,587 | $338.4K | 0.01% | +1,587 | New |
| Boothbay Fund Management, LLC | 1,578 | $336.5K | 0.01% | +1,578 | New |
| Horizon Advisory Services, Inc. | 1,557 | $332.0K | 0.19% | +1,557 | New |
| Atria Wealth Solutions, Inc. | 1,541 | $328.5K | 0.00% | +1,541 | New |
| Forte Capital LLC | 1,540 | $328.4K | 0.04% | −58−3.6% | Reduced |
| Net Worth Advisory Group | 1,538 | $328.0K | 0.10% | +18+1.2% | Added |
| C M Bidwell & Associates Ltd | 1,534 | $327.1K | 0.20% | −17−1.1% | Reduced |
| Investment Management Corp of Ontario | 1,474 | $314.3K | 0.01% | −200−11.9% | Reduced |
| GAMMA Investing LLC | 1,473 | $314.1K | 0.03% | +376+34.3% | Added |
| SG Americas Securities, LLC | 1,472 | $314.0K | 0.00% | −59,202−97.6% | Reduced |
| Graham Capital Management, L.P. | 1,457 | $310.7K | 0.01% | −644−30.7% | Reduced |
| Forum Financial Management, LP | 1,429 | $304.7K | 0.01% | +44+3.2% | Added |
| Tobias Financial Advisors, Inc. | 1,423 | $303.4K | 0.06% | +223+18.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,410 | $300.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,405 | $299.6K | 0.01% | +492+53.9% | Added |
| HighTower Advisors, LLC | 1,390 | $296.4K | 0.00% | +161+13.1% | Added |
| M&T Bank Corp | 1,356 | $289.1K | 0.00% | +120+9.7% | Added |
| denkapparat Operations GmbH | 1,324 | $282.3K | 0.42% | +1,324 | New |
| Kestra Private Wealth Services, LLC | 1,285 | $274.0K | 0.00% | +1,285 | New |
| Calamos Wealth Management LLC | 1,274 | $271.6K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,264 | $269.5K | 0.35% | +1,264 | New |
| Applied Finance Capital Management, LLC | 1,258 | $268.2K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,249 | $266.2K | 0.02% | +242+24.0% | Added |
| Pallas Capital Advisors LLC | 1,243 | $265.0K | 0.01% | +11+0.9% | Added |
| Resources Investment Advisors, LLC. | 1,239 | $264.2K | 0.00% | +1,239 | New |
| Vestcor Inc | 1,229 | $262.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,224 | $261.0K | 0.01% | +9+0.7% | Added |
| Jump Financial, LLC | 1,220 | $260.1K | 0.01% | +1,220 | New |
| Meeder Advisory Services, Inc. | 1,216 | $259.3K | 0.02% | +82+7.2% | Added |
| SOL Capital Management CO | 1,200 | $256.0K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,192 | $254.2K | 0.00% | +1,192 | New |
| Fifth Third Wealth Advisors LLC | 1,192 | $254.2K | 0.01% | −416−25.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,186 | $252.9K | 0.00% | −596−33.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,180 | $251.6K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,176 | $250.7K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,150 | $245.3K | 0.01% | +6+0.5% | Added |
| Centiva Capital, LP | 1,134 | $241.8K | 0.01% | −1,839−61.9% | Reduced |
| Impact Partnership Wealth, LLC | 1,131 | $241.2K | 0.05% | +1,131 | New |
| Exchange Traded Concepts, LLC | 1,125 | $239.9K | 0.00% | −135−10.7% | Reduced |
| Cresset Asset Management, LLC | 1,121 | $239.0K | 0.00% | −3,154−73.8% | Reduced |