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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 92,119 | $19.3M | 0.46% | +30,031+48.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,244 | $19.6M | 0.02% | +16,545+21.6% | Added |
| Hallmark Capital Management Inc | 96,248 | $20.2M | 1.53% | −1,868−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 102,456 | $21.5M | 0.02% | −35,256−25.6% | Reduced |
| Jane Street Group, LLC | 103,211 | $21.6M | 0.04% | +46,156+80.9% | Added |
| Qube Research & Technologies Ltd | 106,703 | $22.4M | 0.03% | −107,575−50.2% | Reduced |
| Calamos Advisors LLC | 108,105 | $22.7M | 0.11% | +1,061+1.0% | Added |
| HSBC Holdings PLC | 115,602 | $24.2M | 0.02% | +8,171+7.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,331 | $24.4M | 0.02% | +1,114+1.0% | Added |
| Rhumbline Advisers | 118,433 | $24.8M | 0.02% | +10,251+9.5% | Added |
| Envestnet Asset Management Inc | 122,510 | $25.7M | 0.01% | +25,097+25.8% | Added |
| Victory Capital Management Inc | 122,847 | $25.8M | 0.03% | +554+0.5% | Added |
| Russell Investments Group, Ltd. | 123,097 | $25.8M | 0.04% | −6,120−4.7% | Reduced |
| Nuveen, LLC | 133,947 | $28.1M | 0.01% | +133,947 | New |
| Man Group plc | 135,040 | $28.3M | 0.08% | +2,040+1.5% | Added |
| Neuberger Berman Group LLC | 143,728 | $30.1M | 0.03% | +75+0.1% | Added |
| Swiss National Bank | 144,700 | $30.4M | 0.02% | −1,600−1.1% | Reduced |
| Globeflex Capital L P | 147,688 | $31.0M | 2.86% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 149,744 | $31.4M | 0.00% | +27,107+22.1% | Added |
| Mountain Pacific Investment Advisers Inc | 150,271 | $31.5M | 2.34% | −540.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 172,966 | $36.3M | 0.10% | +28,152+19.4% | Added |
| Marshall Wace, LLP | 180,492 | $37.9M | 0.05% | −1,675−0.9% | Reduced |
| Legal & General Group Plc | 181,281 | $38.0M | 0.01% | +8,509+4.9% | Added |
| Gillson Capital LP | 198,858 | $41.7M | 3.56% | −60,765−23.4% | Reduced |
| Barclays PLC | 200,509 | $42.1M | 0.02% | +40,113+25.0% | Added |
| Robeco Institutional Asset Management B.V. | 210,136 | $44.1M | 0.09% | +57,201+37.4% | Added |
| GW&K Investment Management, LLC | 216,656 | $45.4M | 0.42% | +72,673+50.5% | Added |
| UBS Group AG | 223,261 | $46.8M | 0.01% | +48,540+27.8% | Added |
| Millennium Management LLC | 232,303 | $48.7M | 0.05% | −111,825−32.5% | Reduced |
| California Public Employees Retirement System | 252,713 | $53.0M | 0.04% | −6,249−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 279,268 | $58.6M | 0.23% | +118,096+73.3% | Added |
| Bank of America Corp | 286,757 | $60.1M | 0.01% | +46,877+19.5% | Added |
| Goldman Sachs Group Inc | 290,759 | $61.0M | 0.01% | +47,548+19.6% | Added |
| Federated Hermes, Inc. | 333,146 | $69.9M | 0.15% | +2,527+0.8% | Added |
| UBS Asset Management Americas Inc | 354,501 | $74.4M | 0.02% | +24,153+7.3% | Added |
| Amundi | 367,161 | $74.7M | 0.03% | +85,962+30.6% | Added |
| FIL Ltd | 371,572 | $77.9M | 0.07% | +158,022+74.0% | Added |
| Wellington Management Group LLP | 374,314 | $78.5M | 0.02% | −4,630−1.2% | Reduced |
| First Manhattan Co | 380,784 | $79.9M | 0.23% | −13,260−3.4% | Reduced |
| Macquarie Group Ltd | 400,517 | $84.0M | 0.10% | −26,527−6.2% | Reduced |
| TD Asset Management Inc | 422,435 | $88.6M | 0.08% | −77,383−15.5% | Reduced |
| Charles Schwab Investment Management Inc | 449,029 | $94.2M | 0.02% | +1,061+0.2% | Added |
| Morgan Stanley | 575,931 | $120.8M | 0.01% | −145,132−20.1% | Reduced |
| Deutsche Bank AG | 581,411 | $122.0M | 0.05% | +30,629+5.6% | Added |
| First Trust Advisors LP | 589,592 | $123.7M | 0.11% | +325,830+123.5% | Added |
| Schroder Investment Management Group | 597,094 | $125.2M | 0.13% | +26,041+4.6% | Added |
| Clark Capital Management Group, Inc. | 602,601 | $126.4M | 0.91% | −4,857−0.8% | Reduced |
| Nordea Investment Management AB | 617,884 | $129.6M | 0.14% | −44,788−6.8% | Reduced |
| Dimensional Fund Advisors LP | 648,605 | $136.0M | 0.03% | −11,548−1.7% | Reduced |
| Norges Bank | 663,102 | $139.1M | 0.02% | −9,796−1.5% | Reduced |
| Lyrical Asset Management LP | 715,406 | $150.1M | 2.28% | −13,404−1.8% | Reduced |
| Northern Trust Corp | 841,006 | $176.4M | 0.03% | +9,142+1.1% | Added |
| AQR Capital Management LLC | 880,506 | $183.1M | 0.19% | −106,007−10.7% | Reduced |
| Price T Rowe Associates Inc | 889,310 | $186.5M | 0.02% | +72,046+8.8% | Added |
| FMR LLC | 1,072,631 | $225.0M | 0.01% | −28,942−2.6% | Reduced |
| Massachusetts Financial Services Co | 1,191,249 | $249.9M | 0.08% | −5,901−0.5% | Reduced |
| Geode Capital Management, LLC | 1,425,315 | $298.7M | 0.02% | +25,590+1.8% | Added |
| Invesco Ltd. | 1,479,310 | $310.3M | 0.06% | +323,573+28.0% | Added |
| State Street Corp | 3,048,119 | $639.3M | 0.03% | +707,342+30.2% | Added |
| Bank of New York Mellon Corp | 3,740,659 | $784.6M | 0.16% | +420,069+12.7% | Added |
| T. Rowe Price Investment Management, Inc. | 4,381,121 | $918.9M | 0.61% | −658,078−13.1% | Reduced |
| BlackRock, Inc. | 4,759,025 | $998.2M | 0.02% | −15,424−0.3% | Reduced |
| Vanguard Group Inc | 6,686,485 | $1.40B | 0.03% | −49,524−0.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −157,140−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −61,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −40,728−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −23,585−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −13,171−100.0% | Sold out |
| Financial Architects, LLC | 0 | $0 | 0.00% | −11,349−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,814−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,096−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −7,084−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −6,899−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −3,559−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,896−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |