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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 190 | $40.0K | 0.00% | +61+47.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $42.6K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 224 | $46.0K | 0.02% | +224 | New |
| Skopos Labs, Inc. | 223 | $46.8K | 0.01% | +21+10.4% | Added |
| Ameriflex Group, Inc. | 235 | $49.3K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 256 | $53.7K | 0.00% | −5−1.9% | Reduced |
| Parkside Financial Bank & Trust | 261 | $54.7K | 0.01% | +7+2.8% | Added |
| EverSource Wealth Advisors, LLC | 263 | $55.2K | 0.00% | −101−27.7% | Reduced |
| Bryn Mawr Trust Co | 282 | $59.1K | 0.00% | +58+25.9% | Added |
| Richardson Financial Services Inc. | 284 | $59.6K | 0.05% | −3−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 289 | $60.7K | 0.00% | −476−62.2% | Reduced |
| Jones Financial Companies LLLP | 308 | $63.6K | 0.00% | +158+105.3% | Added |
| Acadian Asset Management LLC | 337 | $70.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 344 | $72.2K | 0.00% | −75−17.9% | Reduced |
| Covestor Ltd | 361 | $76.0K | 0.05% | −90−20.0% | Reduced |
| Manchester Capital Management LLC | 378 | $79.3K | 0.01% | +1+0.3% | Added |
| TD Private Client Wealth LLC | 421 | $88.3K | 0.00% | +228+118.1% | Added |
| Mather Group, LLC. | 426 | $89.4K | 0.00% | −13−3.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 426 | $89.4K | 0.01% | +1+0.2% | Added |
| Quent Capital, LLC | 436 | $91.5K | 0.01% | −5−1.1% | Reduced |
| Lindbrook Capital, LLC | 455 | $95.4K | 0.01% | +429+1,650.0% | Added |
| Atlas Capital Advisors LLC | 517 | $108.4K | 0.01% | +15+3.0% | Added |
| Central Pacific Bank - Trust Division | 560 | $117.5K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 604 | $126.7K | 0.01% | +604 | New |
| CX Institutional | 624 | $131.0K | 0.00% | +624 | New |
| IFP Advisors, Inc | 636 | $133.7K | 0.00% | −313−33.0% | Reduced |
| Ci Investments Inc. | 666 | $140.0K | 0.00% | −47−6.6% | Reduced |
| Farther Finance Advisors, LLC | 701 | $148.4K | 0.00% | +22+3.2% | Added |
| Boston Private Wealth LLC | 722 | $151.5K | 0.01% | −1,018−58.5% | Reduced |
| Harbor Investment Advisory, LLC | 723 | $151.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 728 | $152.7K | 0.01% | +175+31.6% | Added |
| Horizon Investments, LLC | 736 | $154.4K | 0.00% | +29+4.1% | Added |
| Principia Wealth Advisory, LLC | 822 | $158.9K | 0.15% | +3+0.4% | Added |
| Ronald Blue Trust, Inc. | 810 | $169.9K | 0.00% | +245+43.4% | Added |
| Bullock Wealth Management Group | 831 | $175.8K | 0.10% | 00.0% | Unchanged |
| Ossiam | 854 | $179.1K | 0.00% | +854 | New |
| Quest Partners LLC | 901 | $189.0K | 0.02% | +482+115.0% | Added |
| MUFG Securities Americas Inc. | 908 | $190.5K | 0.02% | +151+19.9% | Added |
| Walleye Trading LLC | 915 | $191.9K | 0.01% | +915 | New |
| Federation des caisses Desjardins du Quebec | 942 | $197.7K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 986 | $203.4K | 0.01% | +986 | New |
| Plato Investment Management Ltd | 976 | $206.9K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 997 | $209.1K | 0.10% | +997 | New |
| WBH Advisory Inc | 1,000 | $209.8K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,000 | $209.8K | 0.01% | 00.0% | Unchanged |
| 111 Capital | 1,004 | $210.6K | 0.04% | +1,004 | New |
| Kestra Private Wealth Services, LLC | 1,006 | $211.0K | 0.00% | −279−21.7% | Reduced |
| Ballast Advisors LLC | 1,011 | $212.1K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,020 | $213.9K | 0.00% | −101−9.0% | Reduced |
| Everence Capital Management Inc | 1,030 | $216.0K | 0.01% | 00.0% | Unchanged |
| Capital Research Global Investors | 1,041 | $218.3K | 0.00% | 00.0% | Unchanged |
| CFC Planning Co LLC | 1,053 | $220.9K | 0.24% | +1,053 | New |
| Regions Financial Corp | 1,054 | $221.1K | 0.00% | +1,054 | New |
| TownSquare Capital, LLC | 1,061 | $222.6K | 0.00% | +123+13.1% | Added |
| Catalyst Financial Partners LLC | 1,084 | $227.4K | 0.04% | +4+0.4% | Added |
| Longboard Asset Management, LP | 1,088 | $228.2K | 0.67% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,100 | $230.7K | 0.18% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1,110 | $232.8K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,257 | $237.6K | 0.01% | −1,691−57.4% | Reduced |
| HighPoint Advisor Group LLC | 1,225 | $237.8K | 0.01% | +198+19.3% | Added |
| NDVR, Inc. | 1,151 | $241.4K | 0.25% | +42+3.8% | Added |
| Ramirez Asset Management, Inc. | 1,180 | $247.5K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,188 | $249.0K | 0.00% | +217+22.3% | Added |
| Ameritas Advisory Services, LLC | 1,177 | $250.9K | 0.01% | +1+0.1% | Added |
| Commonwealth Equity Services, LLC | 1,198 | $251.0K | 0.00% | +1,198 | New |
| SOL Capital Management CO | 1,200 | $252.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,211 | $254.1K | 0.00% | −179−12.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,221 | $256.1K | 0.00% | +35+3.0% | Added |
| Calamos Wealth Management LLC | 1,227 | $257.4K | 0.01% | −47−3.7% | Reduced |
| Vestcor Inc | 1,229 | $258.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,243 | $260.7K | 0.00% | +118+10.5% | Added |
| Atria Investments LLC | 1,268 | $265.9K | 0.00% | −1,087−46.2% | Reduced |
| Impact Partnership Wealth, LLC | 1,279 | $268.4K | 0.06% | +148+13.1% | Added |
| J.W. Cole Advisors, Inc. | 1,286 | $269.7K | 0.01% | +1,286 | New |
| HB Wealth Management, LLC | 1,305 | $273.7K | 0.00% | +310+31.2% | Added |
| US Bancorp | 1,325 | $278.0K | 0.00% | +206+18.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,333 | $279.6K | 0.01% | +141+11.8% | Added |
| Pallas Capital Advisors LLC | 1,350 | $283.2K | 0.01% | +107+8.6% | Added |
| MQS Management LLC | 1,355 | $284.2K | 0.16% | +1,355 | New |
| Avantax Advisory Services, Inc. | 1,374 | $288.2K | 0.00% | +409+42.4% | Added |
| Meeder Advisory Services, Inc. | 1,375 | $288.4K | 0.02% | +159+13.1% | Added |
| Atomi Financial Group, Inc. | 1,384 | $290.3K | 0.01% | +160+13.1% | Added |
| Merit Financial Group, LLC | 1,406 | $295.0K | 0.00% | +214+18.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,410 | $295.7K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 1,423 | $298.5K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,426 | $299.1K | 0.00% | −3−0.2% | Reduced |
| Quadrant Capital Group LLC | 1,442 | $302.5K | 0.01% | +854+145.2% | Added |
| GAMMA Investing LLC | 1,469 | $308.1K | 0.02% | −4−0.3% | Reduced |
| Investment Management Corp of Ontario | 1,474 | $309.2K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,483 | $311.1K | 0.04% | +1,483 | New |
| Quarry LP | 1,494 | $313.4K | 0.08% | +966+183.0% | Added |
| denkapparat Operations GmbH | 1,506 | $315.9K | 0.33% | +182+13.7% | Added |
| C M Bidwell & Associates Ltd | 1,509 | $316.5K | 0.19% | −25−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,816 | $326.4K | 0.00% | +73+4.2% | Added |
| Net Worth Advisory Group | 1,561 | $327.5K | 0.10% | +23+1.5% | Added |
| D. E. Shaw & Co., Inc. | 1,565 | $328.3K | 0.00% | −2,300−59.5% | Reduced |
| Glenmede Trust Co NA | 1,571 | $329.5K | 0.00% | +502+47.0% | Added |
| Horizon Advisory Services, Inc. | 1,583 | $332.0K | 0.19% | +26+1.7% | Added |
| AlphaCore Capital LLC | 1,603 | $336.2K | 0.03% | −86−5.1% | Reduced |
| Forte Capital LLC | 1,620 | $339.8K | 0.04% | +80+5.2% | Added |