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, Q1 2025
Institutional positions in Assurant, Inc. as of Mar 31, 2025. 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
- 563
- +8 vs. Q4 2024
- Shares held
- 49.5M
- +769.7K (+1.6%) vs. Q4 2024
- Total value
- $10.4B
- −$9.73M (−0.1%) vs. Q4 2024
- New holders
- 69
- 216 more added
- Sold out
- 61
- 187 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,686,485 | $1.40B | 0.03% | −49,524−0.7% | Reduced |
| BlackRock, Inc. | 4,759,025 | $998.2M | 0.02% | −15,424−0.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,381,121 | $918.9M | 0.61% | −658,078−13.1% | Reduced |
| Bank of New York Mellon Corp | 3,740,659 | $784.6M | 0.16% | +420,069+12.7% | Added |
| State Street Corp | 3,048,119 | $639.3M | 0.03% | +707,342+30.2% | Added |
| Invesco Ltd. | 1,479,310 | $310.3M | 0.06% | +323,573+28.0% | Added |
| Geode Capital Management, LLC | 1,425,315 | $298.7M | 0.02% | +25,590+1.8% | Added |
| Massachusetts Financial Services Co | 1,191,249 | $249.9M | 0.08% | −5,901−0.5% | Reduced |
| FMR LLC | 1,072,631 | $225.0M | 0.01% | −28,942−2.6% | Reduced |
| Price T Rowe Associates Inc | 889,310 | $186.5M | 0.02% | +72,046+8.8% | Added |
| AQR Capital Management LLC | 880,506 | $183.1M | 0.19% | −106,007−10.7% | Reduced |
| Northern Trust Corp | 841,006 | $176.4M | 0.03% | +9,142+1.1% | Added |
| Lyrical Asset Management LP | 715,406 | $150.1M | 2.28% | −13,404−1.8% | Reduced |
| Norges Bank | 663,102 | $139.1M | 0.02% | −9,796−1.5% | Reduced |
| Dimensional Fund Advisors LP | 648,605 | $136.0M | 0.03% | −11,548−1.7% | Reduced |
| Nordea Investment Management AB | 617,884 | $129.6M | 0.14% | −44,788−6.8% | Reduced |
| Clark Capital Management Group, Inc. | 602,601 | $126.4M | 0.91% | −4,857−0.8% | Reduced |
| Schroder Investment Management Group | 597,094 | $125.2M | 0.13% | +26,041+4.6% | Added |
| First Trust Advisors LP | 589,592 | $123.7M | 0.11% | +325,830+123.5% | Added |
| Deutsche Bank AG | 581,411 | $122.0M | 0.05% | +30,629+5.6% | Added |
| Morgan Stanley | 575,931 | $120.8M | 0.01% | −145,132−20.1% | Reduced |
| Charles Schwab Investment Management Inc | 449,029 | $94.2M | 0.02% | +1,061+0.2% | Added |
| TD Asset Management Inc | 422,435 | $88.6M | 0.08% | −77,383−15.5% | Reduced |
| Macquarie Group Ltd | 400,517 | $84.0M | 0.10% | −26,527−6.2% | Reduced |
| First Manhattan Co | 380,784 | $79.9M | 0.23% | −13,260−3.4% | Reduced |
| Wellington Management Group LLP | 374,314 | $78.5M | 0.02% | −4,630−1.2% | Reduced |
| FIL Ltd | 371,572 | $77.9M | 0.07% | +158,022+74.0% | Added |
| Amundi | 367,161 | $74.7M | 0.03% | +85,962+30.6% | Added |
| UBS Asset Management Americas Inc | 354,501 | $74.4M | 0.02% | +24,153+7.3% | Added |
| Federated Hermes, Inc. | 333,146 | $69.9M | 0.15% | +2,527+0.8% | Added |
| Goldman Sachs Group Inc | 290,759 | $61.0M | 0.01% | +47,548+19.6% | Added |
| Bank of America Corp | 286,757 | $60.1M | 0.01% | +46,877+19.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 279,268 | $58.6M | 0.23% | +118,096+73.3% | Added |
| California Public Employees Retirement System | 252,713 | $53.0M | 0.04% | −6,249−2.4% | Reduced |
| Millennium Management LLC | 232,303 | $48.7M | 0.05% | −111,825−32.5% | Reduced |
| UBS Group AG | 223,261 | $46.8M | 0.01% | +48,540+27.8% | Added |
| GW&K Investment Management, LLC | 216,656 | $45.4M | 0.42% | +72,673+50.5% | Added |
| Robeco Institutional Asset Management B.V. | 210,136 | $44.1M | 0.09% | +57,201+37.4% | Added |
| Barclays PLC | 200,509 | $42.1M | 0.02% | +40,113+25.0% | Added |
| Gillson Capital LP | 198,858 | $41.7M | 3.56% | −60,765−23.4% | Reduced |
| Legal & General Group Plc | 181,281 | $38.0M | 0.01% | +8,509+4.9% | Added |
| Marshall Wace, LLP | 180,492 | $37.9M | 0.05% | −1,675−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 172,966 | $36.3M | 0.10% | +28,152+19.4% | Added |
| Mountain Pacific Investment Advisers Inc | 150,271 | $31.5M | 2.34% | −540.0% | Reduced |
| JPMorgan Chase & Co | 149,744 | $31.4M | 0.00% | +27,107+22.1% | Added |
| Globeflex Capital L P | 147,688 | $31.0M | 2.86% | 00.0% | Unchanged |
| Swiss National Bank | 144,700 | $30.4M | 0.02% | −1,600−1.1% | Reduced |
| Neuberger Berman Group LLC | 143,728 | $30.1M | 0.03% | +75+0.1% | Added |
| Man Group plc | 135,040 | $28.3M | 0.08% | +2,040+1.5% | Added |
| Nuveen, LLC | 133,947 | $28.1M | 0.01% | +133,947 | New |
| Russell Investments Group, Ltd. | 123,097 | $25.8M | 0.04% | −6,120−4.7% | Reduced |
| Victory Capital Management Inc | 122,847 | $25.8M | 0.03% | +554+0.5% | Added |
| Envestnet Asset Management Inc | 122,510 | $25.7M | 0.01% | +25,097+25.8% | Added |
| Rhumbline Advisers | 118,433 | $24.8M | 0.02% | +10,251+9.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,331 | $24.4M | 0.02% | +1,114+1.0% | Added |
| HSBC Holdings PLC | 115,602 | $24.2M | 0.02% | +8,171+7.6% | Added |
| Calamos Advisors LLC | 108,105 | $22.7M | 0.11% | +1,061+1.0% | Added |
| Qube Research & Technologies Ltd | 106,703 | $22.4M | 0.03% | −107,575−50.2% | Reduced |
| Jane Street Group, LLC | 103,211 | $21.6M | 0.04% | +46,156+80.9% | Added |
| BNP Paribas Arbitrage, SA | 102,456 | $21.5M | 0.02% | −35,256−25.6% | Reduced |
| Hallmark Capital Management Inc | 96,248 | $20.2M | 1.53% | −1,868−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,244 | $19.6M | 0.02% | +16,545+21.6% | Added |
| Kennedy Capital Management, Inc. | 92,119 | $19.3M | 0.46% | +30,031+48.4% | Added |
| American Century Companies Inc | 87,257 | $18.3M | 0.01% | +2,602+3.1% | Added |
| Royal Bank of Canada | 86,350 | $18.1M | 0.00% | −8,895−9.3% | Reduced |
| Oberweis Asset Management Inc | 81,000 | $17.0M | 0.85% | 00.0% | Unchanged |
| Principal Financial Group Inc | 79,289 | $16.6M | 0.01% | +8,478+12.0% | Added |
| California State Teachers Retirement System | 77,768 | $16.3M | 0.02% | −755−1.0% | Reduced |
| Gotham Asset Management, LLC | 77,657 | $16.3M | 0.14% | +28,014+56.4% | Added |
| Guggenheim Capital LLC | 76,725 | $16.1M | 0.15% | −959−1.2% | Reduced |
| Citigroup Inc | 70,926 | $14.9M | 0.01% | −5,656−7.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 70,840 | $14.9M | 0.03% | +28,900+68.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 69,474 | $14.6M | 0.03% | +6,150+9.7% | Added |
| Lighthouse Investment Partners, LLC | 69,227 | $14.5M | 0.66% | +69,227 | New |
| Zacks Investment Management | 68,462 | $14.4M | 0.13% | +2,081+3.1% | Added |
| Thornburg Investment Management Inc | 59,634 | $12.5M | 0.17% | −4,597−7.2% | Reduced |
| Allianz Asset Management GmbH | 57,714 | $12.1M | 0.02% | −32,207−35.8% | Reduced |
| Alliancebernstein L.P. | 57,197 | $12.0M | 0.00% | −365−0.6% | Reduced |
| Voya Investment Management LLC | 56,143 | $11.8M | 0.01% | −214−0.4% | Reduced |
| Dividend Assets Capital, LLC | 54,344 | $11.4M | 2.16% | +872+1.6% | Added |
| Pictet Asset Management Holding SA | 52,864 | $11.1M | 0.01% | +4,348+9.0% | Added |
| Bank of Montreal | 52,306 | $11.0M | 0.01% | +10,958+26.5% | Added |
| Credit Agricole S A | 52,250 | $11.0M | 0.04% | −12,461−19.3% | Reduced |
| New York State Teachers Retirement System | 49,515 | $10.4M | 0.02% | −2,488−4.8% | Reduced |
| Hennessy Advisors Inc | 48,500 | $10.2M | 0.34% | −5,500−10.2% | Reduced |
| Prudential Financial Inc | 47,720 | $10.0M | 0.01% | −256,693−84.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 46,809 | $9.82M | 0.03% | −4,444−8.7% | Reduced |
| Lazard Asset Management LLC | 43,008 | $9.02M | 0.01% | +4,537+11.8% | Added |
| State Board of Administration of Florida Retirement System | 42,006 | $8.81M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 41,329 | $8.67M | 0.01% | +1,468+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,002 | $8.60M | 0.02% | +455+1.1% | Added |
| Manufacturers Life Insurance Company, The | 40,077 | $8.41M | 0.01% | +207+0.5% | Added |
| Great West Life Assurance Co | 39,768 | $8.35M | 0.01% | +3,029+8.2% | Added |
| National Bank of Canada | 38,437 | $8.06M | 0.01% | +14,684+61.8% | Added |
| Ameriprise Financial Inc | 37,805 | $7.93M | 0.00% | −19,036−33.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 34,633 | $7.26M | 0.02% | +34,633 | New |
| Aviva PLC | 33,826 | $7.10M | 0.02% | −16,205−32.4% | Reduced |
| State of Wisconsin Investment Board | 33,203 | $6.96M | 0.02% | −5,857−15.0% | Reduced |
| Boston Partners | 33,152 | $6.95M | 0.01% | −503−1.5% | Reduced |
| Oak Associates, Ltd | 32,938 | $6.91M | 0.52% | 00.0% | Unchanged |