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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 9,809 | $2.06M | 0.01% | −109−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 9,185 | $1.93M | 0.05% | +1,595+21.0% | Added |
| UniSuper Management Pty Ltd | 9,153 | $1.92M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 8,999 | $1.90M | 0.04% | +984+12.3% | Added |
| DnB Asset Management AS | 9,033 | $1.89M | 0.01% | −737−7.5% | Reduced |
| Oppenheimer Asset Management Inc. | 9,029 | $1.89M | 0.02% | +1,670+22.7% | Added |
| Mackenzie Financial Corp | 8,980 | $1.88M | 0.00% | +7,205+405.9% | Added |
| Pathstone Holdings, LLC | 8,972 | $1.88M | 0.01% | −27−0.3% | Reduced |
| Franklin Resources Inc | 8,800 | $1.85M | 0.00% | +1,242+16.4% | Added |
| Creative Planning | 8,780 | $1.84M | 0.00% | +407+4.9% | Added |
| Stoneridge Investment Partners LLC | 8,751 | $1.84M | 1.55% | +8,751 | New |
| Versor Investments LP | 8,744 | $1.83M | 0.30% | +8,744 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 8,612 | $1.81M | 0.00% | −15,888−64.8% | Reduced |
| Park Avenue Securities LLC | 8,589 | $1.80M | 0.02% | +2,097+32.3% | Added |
| Citadel Advisors LLC | 8,576 | $1.80M | 0.00% | −24,824−74.3% | Reduced |
| Utah Retirement Systems | 8,564 | $1.80M | 0.02% | −54−0.6% | Reduced |
| MML Investors Services, LLC | 8,294 | $1.74M | 0.01% | +3,486+72.5% | Added |
| Pacer Advisors, Inc. | 8,264 | $1.73M | 0.00% | +2,446+42.0% | Added |
| The PNC Financial Services Group, Inc. | 8,224 | $1.72M | 0.00% | +451+5.8% | Added |
| Annex Advisory Services, LLC | 8,085 | $1.70M | 0.05% | −24−0.3% | Reduced |
| Mariner, LLC | 8,047 | $1.69M | 0.00% | +1,058+15.1% | Added |
| CIBC Asset Management Inc | 7,537 | $1.58M | 0.01% | −162−2.1% | Reduced |
| Teacher Retirement System of Texas | 7,504 | $1.57M | 0.01% | −104,684−93.3% | Reduced |
| Cascade Investment Advisors, Inc. | 7,479 | $1.57M | 1.06% | +10+0.1% | Added |
| Daiwa Securities Group Inc. | 7,305 | $1.53M | 0.01% | +499+7.3% | Added |
| Brown Advisory Inc | 7,303 | $1.53M | 0.00% | −34,853−82.7% | Reduced |
| Wedge Capital Management L L P | 7,217 | $1.51M | 0.03% | −794−9.9% | Reduced |
| Ontario Teachers Pension Plan Board | 7,162 | $1.50M | 0.02% | +2,237+45.4% | Added |
| Edmp, Inc. | 7,039 | $1.48M | 1.24% | −134−1.9% | Reduced |
| Xponance, Inc. | 6,956 | $1.46M | 0.01% | +30+0.4% | Added |
| Pinebridge Investments, L.P. | 6,934 | $1.45M | 0.01% | +6,934 | New |
| Baird Financial Group, Inc. | 6,803 | $1.43M | 0.00% | −181−2.6% | Reduced |
| Dana Investment Advisors, Inc. | 6,730 | $1.41M | 0.05% | −50−0.7% | Reduced |
| Storebrand Asset Management AS | 6,626 | $1.39M | 0.00% | −195−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 6,698 | $1.37M | 0.00% | −655−8.9% | Reduced |
| Northwest & Ethical Investments L.P. | 6,488 | $1.36M | 0.04% | +1,919+42.0% | Added |
| Mayport, LLC | 6,326 | $1.33M | 0.37% | −1,500−19.2% | Reduced |
| Edgestream Partners, L.P. | 6,298 | $1.32M | 0.04% | +6,298 | New |
| Redwood Investment Management, LLC | 6,228 | $1.31M | 0.14% | +6,228 | New |
| Congress Wealth Management LLC | 6,199 | $1.30M | 0.02% | +201+3.4% | Added |
| CIBC World Markets Corp | 6,187 | $1.30M | 0.01% | −1,918−23.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,135 | $1.29M | 0.00% | +101+1.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,090 | $1.28M | 0.01% | −54−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,163 | $1.27M | 0.01% | +766+14.2% | Added |
| Bessemer Group Inc | 5,985 | $1.25M | 0.00% | −24,665−80.5% | Reduced |
| Mutual of America Capital Management LLC | 5,964 | $1.25M | 0.01% | −179−2.9% | Reduced |
| Captrust Financial Advisors | 5,892 | $1.24M | 0.00% | −1,040−15.0% | Reduced |
| Principal Securities, Inc. | 5,719 | $1.22M | 0.03% | 00.0% | Unchanged |
| Pensionfund Sabic | 5,700 | $1.20M | 0.36% | −1,300−18.6% | Reduced |
| Graham Capital Management, L.P. | 5,659 | $1.19M | 0.04% | +4,202+288.4% | Added |
| OP Asset Management Ltd | 5,623 | $1.18M | 0.02% | +5,623 | New |
| CWM, LLC | 5,605 | $1.18M | 0.00% | +325+6.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 5,510 | $1.16M | 0.06% | +1,270+30.0% | Added |
| Icon Advisers Inc | 5,500 | $1.15M | 0.27% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,397 | $1.13M | 0.45% | +5,397 | New |
| 1832 Asset Management L.P. | 5,362 | $1.12M | 0.00% | +5,362 | New |
| Bank of Nova Scotia | 5,356 | $1.12M | 0.00% | −3,124−36.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,309 | $1.11M | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 5,289 | $1.11M | 0.00% | −19,340−78.5% | Reduced |
| Ritholtz Wealth Management | 5,248 | $1.10M | 0.03% | +1,199+29.6% | Added |
| Stifel Financial Corp | 5,051 | $1.06M | 0.00% | −2,990−37.2% | Reduced |
| Achmea Investment Management B.V. | 4,851 | $1.02M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,799 | $1.01M | 0.01% | −617−11.4% | Reduced |
| KBC Group NV | 4,745 | $995.0K | 0.00% | +73+1.6% | Added |
| Mount Lucas Management LP | 4,651 | $975.5K | 0.46% | −4,719−50.4% | Reduced |
| Great Lakes Advisors, LLC | 4,650 | $975.3K | 0.01% | −3,642−43.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,640 | $973.2K | 0.00% | −65−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 4,688 | $967.2K | 0.00% | +4,688 | New |
| Andra AP-fonden | 4,600 | $964.9K | 0.02% | −6,900−60.0% | Reduced |
| Candriam Luxembourg S.C.A. | 4,575 | $959.6K | 0.01% | −1,456−24.1% | Reduced |
| Hartford Investment Management Co | 4,496 | $943.0K | 0.03% | +141+3.2% | Added |
| Oregon Public Employees Retirement Fund | 4,396 | $922.1K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,337 | $909.7K | 0.00% | −22,195−83.7% | Reduced |
| Cookson Peirce & Co Inc | 4,219 | $884.9K | 0.04% | +890+26.7% | Added |
| Worldquant Millennium Advisors LLC | 4,199 | $880.7K | 0.01% | −556−11.7% | Reduced |
| Blair William & Co | 4,154 | $871.3K | 0.00% | −33−0.8% | Reduced |
| NorthRock Partners, LLC | 4,153 | $871.1K | 0.03% | 00.0% | Unchanged |
| Tredje AP-fonden | 4,133 | $866.9K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,121 | $864.4K | 0.00% | −4,255−50.8% | Reduced |
| Mizuho Securities USA LLC | 4,107 | $861.4K | 0.02% | −754−15.5% | Reduced |
| GTS Securities LLC | 4,089 | $857.7K | 0.04% | +4,089 | New |
| Freestone Grove Partners LP | 3,923 | $822.8K | 0.01% | +3,923 | New |
| Agf Management Ltd | 3,919 | $822.0K | 0.00% | −13,860−78.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,907 | $820.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,816 | $800.4K | 0.02% | +225+6.3% | Added |
| US Asset Management LLC | 3,809 | $799.0K | 0.76% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,669 | $769.6K | 0.01% | −6,421−63.6% | Reduced |
| Penserra Capital Management LLC | 3,606 | $756.0K | 0.01% | +3,476+2,673.8% | Added |
| Signaturefd, LLC | 3,433 | $720.1K | 0.01% | +15+0.4% | Added |
| Qtron Investments LLC | 3,431 | $719.7K | 0.11% | −346−9.2% | Reduced |
| Boothbay Fund Management, LLC | 3,351 | $702.9K | 0.03% | +1,773+112.4% | Added |
| Twinbeech Capital LP | 3,321 | $696.6K | 0.01% | +1,071+47.6% | Added |
| Tower Research Capital LLC (TRC) | 3,261 | $681.5K | 0.02% | −1,652−33.6% | Reduced |
| Arete Wealth Advisors, LLC | 3,238 | $679.0K | 0.05% | +3,238 | New |
| Savant Capital, LLC | 3,182 | $667.4K | 0.01% | −311−8.9% | Reduced |
| Martingale Asset Management L P | 3,124 | $655.3K | 0.02% | −937−23.1% | Reduced |
| Lido Advisors, LLC | 3,117 | $653.8K | 0.00% | −311−9.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,100 | $650.2K | 0.00% | +3,100 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,079 | $646.0K | 0.01% | −1,058−25.6% | Reduced |
| Royal London Asset Management Ltd | 3,066 | $643.1K | 0.00% | +3,066 | New |