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 |
|---|---|---|---|---|---|
| US Bancorp | 1,119 | $238.6K | 0.00% | +290+35.0% | Added |
| SC&H Financial Advisors, Inc. | 1,110 | $236.7K | 0.05% | 00.0% | Unchanged |
| NDVR, Inc. | 1,109 | $236.5K | 0.23% | +1,109 | New |
| Challenger Wealth Management | 1,100 | $234.5K | 0.20% | +1,100 | New |
| Longboard Asset Management, LP | 1,088 | $232.0K | 0.61% | +1,088 | New |
| Catalyst Financial Partners LLC | 1,080 | $230.3K | 0.04% | −362−25.1% | Reduced |
| Glenmede Trust Co NA | 1,069 | $227.9K | 0.00% | −81−7.0% | Reduced |
| Berger Financial Group, Inc | 1,064 | $226.9K | 0.02% | −41−3.7% | Reduced |
| Capital Research Global Investors | 1,041 | $222.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,030 | $220.0K | 0.01% | −1,130−52.3% | Reduced |
| HighPoint Advisor Group LLC | 1,027 | $218.5K | 0.01% | +1,027 | New |
| Ballast Advisors LLC | 1,011 | $215.6K | 0.07% | −31−3.0% | Reduced |
| WBH Advisory Inc | 1,000 | $213.2K | 0.02% | +1,000 | New |
| Steel Peak Wealth Management LLC | 1,000 | $213.2K | 0.01% | +1,000 | New |
| Vontobel Holding Ltd. | 996 | $212.4K | 0.00% | −1,381−58.1% | Reduced |
| HB Wealth Management, LLC | 995 | $212.1K | 0.00% | −21−2.1% | Reduced |
| Plato Investment Management Ltd | 976 | $208.9K | 0.02% | −1,719−63.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 971 | $207.0K | 0.00% | +971 | New |
| Avantax Advisory Services, Inc. | 965 | $205.7K | 0.00% | +965 | New |
| AlphaCentric Advisors LLC | 963 | $205.3K | 0.20% | −54−5.3% | Reduced |
| IFP Advisors, Inc | 949 | $202.6K | 0.01% | −7−0.7% | Reduced |
| Capula Management Ltd | 944 | $201.3K | 0.00% | +944 | New |
| Federation des caisses Desjardins du Quebec | 942 | $200.6K | 0.00% | +82+9.5% | Added |
| TownSquare Capital, LLC | 938 | $200.1K | 0.00% | −569−37.8% | Reduced |
| USA Financial Portformulas Corp | 862 | $183.8K | 0.03% | +862 | New |
| Bullock Wealth Management Group | 831 | $177.2K | 0.10% | +49+6.3% | Added |
| Principia Wealth Advisory, LLC | 819 | $174.6K | 0.16% | +819 | New |
| Steward Partners Investment Advisory, LLC | 765 | $163.1K | 0.00% | +437+133.2% | Added |
| MUFG Securities Americas Inc. | 757 | $161.4K | 0.02% | +757 | New |
| Harbor Investment Advisory, LLC | 723 | $154.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 713 | $152.0K | 0.00% | +36+5.3% | Added |
| Horizon Investments, LLC | 707 | $150.2K | 0.00% | +5+0.7% | Added |
| Farther Finance Advisors, LLC | 679 | $144.8K | 0.01% | +356+110.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 676 | $144.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $125.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 565 | $120.5K | 0.00% | −92−14.0% | Reduced |
| Central Pacific Bank - Trust Division | 560 | $119.4K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 558 | $119.0K | 0.04% | −63−10.1% | Reduced |
| LRI Investments, LLC | 553 | $117.8K | 0.01% | +68+14.0% | Added |
| Quarry LP | 528 | $112.6K | 0.02% | +528 | New |
| Canada Post Corp Registered Pension Plan | 516 | $110.0K | 0.01% | +516 | New |
| Atlas Capital Advisors LLC | 502 | $107.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 500 | $106.6K | 0.00% | −62−11.0% | Reduced |
| Bayforest Capital Ltd | 497 | $106.0K | 0.13% | +497 | New |
| Covestor Ltd | 451 | $97.0K | 0.06% | −27−5.6% | Reduced |
| Quent Capital, LLC | 441 | $94.0K | 0.01% | −15−3.3% | Reduced |
| Mather Group, LLC. | 439 | $93.6K | 0.00% | −21−4.6% | Reduced |
| Kapitalo Investimentos Ltda | 438 | $93.4K | 0.06% | +438 | New |
| GPS Wealth Strategies Group, LLC | 425 | $90.6K | 0.01% | +1+0.2% | Added |
| Quest Partners LLC | 419 | $89.3K | 0.01% | −4,033−90.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 419 | $89.3K | 0.00% | −9−2.1% | Reduced |
| Manchester Capital Management LLC | 377 | $80.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 364 | $77.6K | 0.00% | +84+30.0% | Added |
| Acadian Asset Management LLC | 337 | $71.0K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $64.0K | 0.00% | −60−16.7% | Reduced |
| State of Wyoming | 296 | $63.1K | 0.01% | +133+81.6% | Added |
| Richardson Financial Services Inc. | 287 | $60.9K | 0.04% | +86+42.8% | Added |
| MAI Capital Management | 261 | $55.7K | 0.00% | +261 | New |
| Parkside Financial Bank & Trust | 254 | $54.2K | 0.01% | +12+5.0% | Added |
| Ameriflex Group, Inc. | 235 | $50.6K | 0.02% | +235 | New |
| Bryn Mawr Trust Co | 224 | $47.8K | 0.00% | −1,003−81.7% | Reduced |
| SRS Capital Advisors, Inc. | 220 | $47.0K | 0.00% | +9+4.3% | Added |
| Park Square Financial Group, LLC | 206 | $43.9K | 0.03% | +206 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $43.3K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 202 | $43.1K | 0.01% | −7−3.3% | Reduced |
| TD Private Client Wealth LLC | 193 | $41.2K | 0.00% | +161+503.1% | Added |
| Sentry Investment Management LLC | 189 | $40.0K | 0.02% | −31−14.1% | Reduced |
| Huntington National Bank | 186 | $39.7K | 0.00% | −9−4.6% | Reduced |
| Laurel Wealth Advisors LLC | 181 | $38.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 171 | $36.6K | 0.01% | −2−1.2% | Reduced |
| Allworth Financial LP | 174 | $36.1K | 0.00% | +5+3.0% | Added |
| Cromwell Holdings LLC | 160 | $34.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 150 | $31.9K | 0.00% | +103+219.1% | Added |
| Simplex Trading, LLC | 137 | $29.0K | 0.00% | −275−66.7% | Reduced |
| Proequities, Inc. | 138 | $28.6K | 0.00% | +7+5.3% | Added |
| Smartleaf Asset Management LLC | 134 | $28.4K | 0.00% | +75+127.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 129 | $28.0K | 0.00% | +129 | New |
| J.Safra Asset Management Corp | 131 | $27.8K | 0.00% | +37+39.4% | Added |
| Penserra Capital Management LLC | 130 | $27.0K | 0.00% | +130 | New |
| True Wealth Design, LLC | 126 | $26.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 125 | $26.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $26.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 118 | $25.0K | 0.01% | +20+20.4% | Added |
| Geneos Wealth Management Inc. | 116 | $24.7K | 0.00% | −2−1.7% | Reduced |
| Riverview Trust Co | 115 | $24.5K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 97 | $20.7K | 0.00% | +1+1.0% | Added |
| Smithfield Trust Co | 95 | $20.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85 | $18.1K | 0.00% | +4+4.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $17.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 82 | $17.5K | 0.00% | −52−38.8% | Reduced |
| Center for Financial Planning, Inc. | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $13.2K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $13.2K | 0.01% | +62 | New |
| Cetera Trust Company, N.A | 60 | $12.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 59 | $12.6K | 0.00% | +23+63.9% | Added |
| Stonebridge Financial Group, LLC | 59 | $12.6K | 0.00% | +59 | New |
| First Horizon Advisors, Inc. | 57 | $12.2K | 0.00% | +4+7.5% | Added |
| Harbour Investments, Inc. | 57 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $11.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 55 | $11.7K | 0.00% | +55 | New |