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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 1,622 | $340.2K | 0.00% | −70−4.1% | Reduced |
| iA Global Asset Management Inc. | 1,625 | $341.0K | 0.01% | −779−32.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,626 | $341.1K | 0.03% | −11−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,631 | $342.1K | 0.01% | +3+0.2% | Added |
| Natixis | 1,639 | $343.2K | 0.00% | −19,325−92.2% | Reduced |
| Hilltop Holdings Inc. | 1,643 | $344.5K | 0.02% | +394+31.5% | Added |
| Holocene Advisors, LP | 1,685 | $353.4K | 0.00% | +1,685 | New |
| Eqis Capital Management, Inc. | 1,710 | $358.6K | 0.03% | −33−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 1,719 | $360.5K | 0.00% | −13−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,727 | $362.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,755 | $368.1K | 0.01% | −613−25.9% | Reduced |
| Ifrah Financial Services, Inc. | 1,765 | $370.2K | 0.11% | −90−4.9% | Reduced |
| V-Square Quantitative Management LLC | 1,783 | $374.0K | 0.05% | +47+2.7% | Added |
| Optimize Financial Inc | 1,832 | $384.3K | 0.14% | +97+5.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,860 | $390.2K | 0.00% | −319−14.6% | Reduced |
| Tudor Investment Corp Et Al | 1,862 | $390.6K | 0.00% | +1,862 | New |
| Beacon Investment Advisory Services, Inc. | 1,910 | $400.6K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,930 | $404.8K | 0.00% | +691+55.8% | Added |
| Empirical Finance, LLC | 1,947 | $408.4K | 0.02% | +106+5.8% | Added |
| Sanctuary Advisors, LLC | 1,989 | $417.2K | 0.00% | −928−31.8% | Reduced |
| Silvercrest Asset Management Group LLC | 1,999 | $419.3K | 0.00% | +1,999 | New |
| Vontobel Holding Ltd. | 2,006 | $420.8K | 0.00% | +1,010+101.4% | Added |
| WFA Asset Management Corp | 2,251 | $423.7K | 0.22% | 00.0% | Unchanged |
| Omers Administration Corp | 2,025 | $424.7K | 0.00% | −263−11.5% | Reduced |
| USA Financial Portformulas Corp | 2,056 | $431.2K | 0.07% | +1,194+138.5% | Added |
| Fifth Third Bancorp | 2,079 | $436.1K | 0.00% | +91+4.6% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $440.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,118 | $444.3K | 0.01% | +206+10.8% | Added |
| Real Talk Capital, LLC | 2,123 | $445.4K | 0.60% | +29+1.4% | Added |
| M&T Bank Corp | 2,141 | $448.7K | 0.00% | +785+57.9% | Added |
| Commerce Bank | 2,165 | $454.1K | 0.00% | +46+2.2% | Added |
| Cambria Investment Management, L.P. | 2,189 | $459.1K | 0.03% | +427+24.2% | Added |
| National Wealth Management Group, LLC | 2,221 | $465.8K | 0.31% | +2,221 | New |
| McElhenny Sheffield Capital Management, LLC | 2,246 | $471.1K | 0.18% | −375−14.3% | Reduced |
| Johnson Investment Counsel Inc | 2,256 | $473.2K | 0.00% | −12−0.5% | Reduced |
| Burney Co | 2,285 | $479.3K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 2,301 | $482.6K | 0.00% | −17−0.7% | Reduced |
| Quadrature Capital Ltd | 2,317 | $486.2K | 0.01% | −6,197−72.8% | Reduced |
| GoalFusion Wealth Management, LLC | 2,374 | $497.9K | 0.27% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,411 | $506.0K | 0.02% | −100−4.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,421 | $507.8K | 0.00% | +1,745+258.1% | Added |
| Maryland State Retirement & Pension System | 2,431 | $509.9K | 0.01% | −540−18.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,441 | $511.9K | 0.00% | −167−6.4% | Reduced |
| Vident Advisory, LLC | 2,446 | $513.1K | 0.01% | +2,446 | New |
| Allspring Global Investments Holdings, LLC | 2,444 | $517.1K | 0.00% | −33−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,603 | $546.0K | 0.04% | −2,672−50.7% | Reduced |
| Prelude Capital Management, LLC | 2,646 | $555.0K | 0.06% | +2,646 | New |
| Colony Group, LLC | 2,648 | $555.6K | 0.00% | +1,044+65.1% | Added |
| Advisor Group Holdings, Inc. | 2,652 | $556.4K | 0.00% | −22,152−89.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,654 | $556.7K | 0.01% | −233−8.1% | Reduced |
| Securian Asset Management, Inc | 2,671 | $560.2K | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 2,725 | $571.6K | 0.01% | +360+15.2% | Added |
| Ameritas Investment Partners, Inc. | 2,755 | $577.9K | 0.02% | +2,255+451.0% | Added |
| WBI Investments | 2,790 | $585.2K | 0.15% | +2,790 | New |
| Bridgefront Capital, LLC | 2,799 | $587.1K | 0.17% | +993+55.0% | Added |
| Louisiana State Employees Retirement System | 2,800 | $587.3K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,850 | $597.8K | 0.01% | −232−7.5% | Reduced |
| Stevens Capital Management LP | 2,887 | $606.0K | 0.15% | +2,887 | New |
| Oddo BHF Asset Management SAS | 2,890 | $606.2K | 0.02% | +2,890 | New |
| Tectonic Advisors LLC | 2,933 | $615.2K | 0.04% | +90+3.2% | Added |
| Asset Management Group, Inc. | 2,969 | $622.7K | 0.12% | −330−10.0% | Reduced |
| Gulf International Bank (UK) Ltd | 2,975 | $624.0K | 0.02% | −1,207−28.9% | Reduced |
| RBF Capital, LLC | 3,000 | $629.3K | 0.04% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 3,066 | $643.1K | 0.00% | +3,066 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,079 | $646.0K | 0.01% | −1,058−25.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,100 | $650.2K | 0.00% | +3,100 | New |
| Lido Advisors, LLC | 3,117 | $653.8K | 0.00% | −311−9.1% | Reduced |
| Martingale Asset Management L P | 3,124 | $655.3K | 0.02% | −937−23.1% | Reduced |
| Savant Capital, LLC | 3,182 | $667.4K | 0.01% | −311−8.9% | Reduced |
| Arete Wealth Advisors, LLC | 3,238 | $679.0K | 0.05% | +3,238 | New |
| Tower Research Capital LLC (TRC) | 3,261 | $681.5K | 0.02% | −1,652−33.6% | Reduced |
| Twinbeech Capital LP | 3,321 | $696.6K | 0.01% | +1,071+47.6% | Added |
| Boothbay Fund Management, LLC | 3,351 | $702.9K | 0.03% | +1,773+112.4% | Added |
| Qtron Investments LLC | 3,431 | $719.7K | 0.11% | −346−9.2% | Reduced |
| Signaturefd, LLC | 3,433 | $720.1K | 0.01% | +15+0.4% | Added |
| Penserra Capital Management LLC | 3,606 | $756.0K | 0.01% | +3,476+2,673.8% | Added |
| Toroso Investments, LLC | 3,669 | $769.6K | 0.01% | −6,421−63.6% | Reduced |
| US Asset Management LLC | 3,809 | $799.0K | 0.76% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,816 | $800.4K | 0.02% | +225+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 3,907 | $820.0K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 3,919 | $822.0K | 0.00% | −13,860−78.0% | Reduced |
| Freestone Grove Partners LP | 3,923 | $822.8K | 0.01% | +3,923 | New |
| GTS Securities LLC | 4,089 | $857.7K | 0.04% | +4,089 | New |
| Mizuho Securities USA LLC | 4,107 | $861.4K | 0.02% | −754−15.5% | Reduced |
| Verition Fund Management LLC | 4,121 | $864.4K | 0.00% | −4,255−50.8% | Reduced |
| Tredje AP-fonden | 4,133 | $866.9K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,153 | $871.1K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 4,154 | $871.3K | 0.00% | −33−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 4,199 | $880.7K | 0.01% | −556−11.7% | Reduced |
| Cookson Peirce & Co Inc | 4,219 | $884.9K | 0.04% | +890+26.7% | Added |
| Assenagon Asset Management S.A. | 4,337 | $909.7K | 0.00% | −22,195−83.7% | Reduced |
| Oregon Public Employees Retirement Fund | 4,396 | $922.1K | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 4,496 | $943.0K | 0.03% | +141+3.2% | Added |
| Candriam Luxembourg S.C.A. | 4,575 | $959.6K | 0.01% | −1,456−24.1% | Reduced |
| Andra AP-fonden | 4,600 | $964.9K | 0.02% | −6,900−60.0% | Reduced |
| Rakuten Investment Management, Inc. | 4,688 | $967.2K | 0.00% | +4,688 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,640 | $973.2K | 0.00% | −65−1.4% | Reduced |
| Great Lakes Advisors, LLC | 4,650 | $975.3K | 0.01% | −3,642−43.9% | Reduced |
| Mount Lucas Management LP | 4,651 | $975.5K | 0.46% | −4,719−50.4% | Reduced |
| KBC Group NV | 4,745 | $995.0K | 0.00% | +73+1.6% | Added |