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Livermore
Livermore
ZHEN

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
Hazlett, Burt & Watson, Inc.50$11.0K0.00%00.0%Unchanged
Kestra Investment Management, LLC51$10.9K0.00%+51New
Private Trust Co NA51$10.9K0.00%+14+37.8%Added
Capital Advisors, Ltd. LLC45$10.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC45$9.60K0.00%+10+28.6%Added
Colonial Trust Co44$9.38K0.00%+34+340.0%Added
Atala Financial Inc44$9.38K0.01%+44New
Prestige Wealth Management Group LLC41$8.74K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC41$8.74K0.01%00.0%Unchanged
Fortitude Family Office, LLC40$8.53K0.00%00.0%Unchanged
Assetmark, Inc39$8.32K0.00%−12−23.5%Reduced
Strengthening Families & Communities, LLC37$8.00K0.00%00.0%Unchanged
Valley National Advisers Inc41$8.00K0.00%+41New
Umb Bank N A36$7.68K0.00%+4+12.5%Added
SOA Wealth Advisors, LLC.34$7.35K0.00%00.0%Unchanged
Headlands Technologies LLC34$7.25K0.00%+34New
REAP Financial Group, LLC31$6.66K0.00%00.0%Unchanged
Grove Bank & Trust31$6.61K0.00%+14+82.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC28$5.97K0.00%−2−6.7%Reduced
New Age Alpha Advisors, LLC27$5.76K0.00%+27New
Whipplewood Advisors, LLC27$5.76K0.00%+27New
Lindbrook Capital, LLC26$5.54K0.00%+9+52.9%Added
Westside Investment Management, Inc.25$5.33K0.00%00.0%Unchanged
MV Capital Management, Inc.24$5.12K0.00%00.0%Unchanged
Capital A Wealth Management, LLC22$4.69K0.01%+22New
Central Trust Co19$4.05K0.00%+9+90.0%Added
Sierra Ocean, LLC17$3.64K0.00%+17New
Bell Investment Advisors, Inc17$3.63K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$3.41K0.00%+10+166.7%Added
HM Payson & Co15$3.20K0.00%−1−6.3%Reduced
Private Wealth Management Group, LLC15$3.20K0.00%00.0%Unchanged
Hantz Financial Services, Inc.12$3.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.14$2.99K0.00%−2−12.5%Reduced
Cullen/Frost Bankers, Inc.13$2.80K0.00%−15−53.6%Reduced
DiNuzzo Private Wealth, Inc.13$2.77K0.00%00.0%Unchanged
Spire Wealth Management12$2.56K0.00%00.0%Unchanged
Addison Advisors LLC12$2.56K0.00%00.0%Unchanged
Sachetta, LLC11$2.35K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC11$2.35K0.00%+11New
Eagle Bay Advisors LLC11$2.35K0.00%+11New
Cornerstone Planning Group LLC10$2.16K0.00%00.0%Unchanged
Rothschild Investment LLC9$1.92K0.00%00.0%Unchanged
Continuum Advisory, LLC7$1.49K0.00%−40−85.1%Reduced
Dunhill Financial, LLC7$1.43K0.00%+3+75.0%Added
MCF Advisors LLC6$1.28K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$1.28K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP5$1.08K0.00%−15−75.0%Reduced
FLP Wealth Management, LLC4$9050.00%+4New
TFC Financial Management4$8530.00%+4New
Global Financial Private Client, LLC4$8530.00%+4New
WPG Advisers, LLC4$8530.00%+4New
New Millennium Group LLC3$6400.00%+3New
MPWM Advisory Solutions, LLC3$6400.00%+3New
Larson Financial Group LLC2$4260.00%00.0%Unchanged
WR Wealth Planners, LLC2$4260.00%00.0%Unchanged
NewSquare Capital LLC2$4260.00%+2New
Bogart Wealth, LLC2$4260.00%+2New
Cassady Schiller Wealth Management, LLC2$4260.00%+2New
Transce3nd, LLC2$4260.00%+2New
Parkworth Wealth Management, Inc.2$4260.00%+2New
BankPlus Trust Department2$4260.00%+2New
HHM Wealth Advisors, LLC1$2140.00%+1New
WealthTrak Capital Management LLC1$2140.00%+1New
WestEnd Advisors, LLC1$2130.00%+1New
AdvisorNet Financial, Inc1$2130.00%+1New
Y.D. More Investments Ltd64$370.00%+37+137.0%Added
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