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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 3,000 | $629.3K | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,975 | $624.0K | 0.02% | −1,207−28.9% | Reduced |
| Asset Management Group, Inc. | 2,969 | $622.7K | 0.12% | −330−10.0% | Reduced |
| Tectonic Advisors LLC | 2,933 | $615.2K | 0.04% | +90+3.2% | Added |
| Oddo BHF Asset Management SAS | 2,890 | $606.2K | 0.02% | +2,890 | New |
| Stevens Capital Management LP | 2,887 | $606.0K | 0.15% | +2,887 | New |
| Sterling Capital Management LLC | 2,850 | $597.8K | 0.01% | −232−7.5% | Reduced |
| Louisiana State Employees Retirement System | 2,800 | $587.3K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,799 | $587.1K | 0.17% | +993+55.0% | Added |
| WBI Investments | 2,790 | $585.2K | 0.15% | +2,790 | New |
| Ameritas Investment Partners, Inc. | 2,755 | $577.9K | 0.02% | +2,255+451.0% | Added |
| Norinchukin Bank, The | 2,725 | $571.6K | 0.01% | +360+15.2% | Added |
| Securian Asset Management, Inc | 2,671 | $560.2K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,654 | $556.7K | 0.01% | −233−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,652 | $556.4K | 0.00% | −22,152−89.3% | Reduced |
| Colony Group, LLC | 2,648 | $555.6K | 0.00% | +1,044+65.1% | Added |
| Prelude Capital Management, LLC | 2,646 | $555.0K | 0.06% | +2,646 | New |
| Y-Intercept (Hong Kong) Ltd | 2,603 | $546.0K | 0.04% | −2,672−50.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,444 | $517.1K | 0.00% | −33−1.3% | Reduced |
| Vident Advisory, LLC | 2,446 | $513.1K | 0.01% | +2,446 | New |
| Kovitz Investment Group Partners, LLC | 2,441 | $511.9K | 0.00% | −167−6.4% | Reduced |
| Maryland State Retirement & Pension System | 2,431 | $509.9K | 0.01% | −540−18.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,421 | $507.8K | 0.00% | +1,745+258.1% | Added |
| New Mexico Educational Retirement Board | 2,411 | $506.0K | 0.02% | −100−4.0% | Reduced |
| GoalFusion Wealth Management, LLC | 2,374 | $497.9K | 0.27% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,317 | $486.2K | 0.01% | −6,197−72.8% | Reduced |
| ING Groep NV | 2,301 | $482.6K | 0.00% | −17−0.7% | Reduced |
| Burney Co | 2,285 | $479.3K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,256 | $473.2K | 0.00% | −12−0.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,246 | $471.1K | 0.18% | −375−14.3% | Reduced |
| National Wealth Management Group, LLC | 2,221 | $465.8K | 0.31% | +2,221 | New |
| Cambria Investment Management, L.P. | 2,189 | $459.1K | 0.03% | +427+24.2% | Added |
| Commerce Bank | 2,165 | $454.1K | 0.00% | +46+2.2% | Added |
| M&T Bank Corp | 2,141 | $448.7K | 0.00% | +785+57.9% | Added |
| Real Talk Capital, LLC | 2,123 | $445.4K | 0.60% | +29+1.4% | Added |
| Coldstream Capital Management Inc | 2,118 | $444.3K | 0.01% | +206+10.8% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $440.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,079 | $436.1K | 0.00% | +91+4.6% | Added |
| USA Financial Portformulas Corp | 2,056 | $431.2K | 0.07% | +1,194+138.5% | Added |
| Omers Administration Corp | 2,025 | $424.7K | 0.00% | −263−11.5% | Reduced |
| WFA Asset Management Corp | 2,251 | $423.7K | 0.22% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,006 | $420.8K | 0.00% | +1,010+101.4% | Added |
| Silvercrest Asset Management Group LLC | 1,999 | $419.3K | 0.00% | +1,999 | New |
| Sanctuary Advisors, LLC | 1,989 | $417.2K | 0.00% | −928−31.8% | Reduced |
| Empirical Finance, LLC | 1,947 | $408.4K | 0.02% | +106+5.8% | Added |
| Resources Investment Advisors, LLC. | 1,930 | $404.8K | 0.00% | +691+55.8% | Added |
| Beacon Investment Advisory Services, Inc. | 1,910 | $400.6K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,862 | $390.6K | 0.00% | +1,862 | New |
| Envestnet Portfolio Solutions, Inc. | 1,860 | $390.2K | 0.00% | −319−14.6% | Reduced |
| Optimize Financial Inc | 1,832 | $384.3K | 0.14% | +97+5.6% | Added |
| V-Square Quantitative Management LLC | 1,783 | $374.0K | 0.05% | +47+2.7% | Added |
| Ifrah Financial Services, Inc. | 1,765 | $370.2K | 0.11% | −90−4.9% | Reduced |
| Clearstead Advisors, LLC | 1,755 | $368.1K | 0.01% | −613−25.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,727 | $362.2K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,719 | $360.5K | 0.00% | −13−0.8% | Reduced |
| Eqis Capital Management, Inc. | 1,710 | $358.6K | 0.03% | −33−1.9% | Reduced |
| Holocene Advisors, LP | 1,685 | $353.4K | 0.00% | +1,685 | New |
| Hilltop Holdings Inc. | 1,643 | $344.5K | 0.02% | +394+31.5% | Added |
| Natixis | 1,639 | $343.2K | 0.00% | −19,325−92.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,631 | $342.1K | 0.01% | +3+0.2% | Added |
| Schechter Investment Advisors, LLC | 1,626 | $341.1K | 0.03% | −11−0.7% | Reduced |
| iA Global Asset Management Inc. | 1,625 | $341.0K | 0.01% | −779−32.4% | Reduced |
| Nomura Holdings Inc | 1,622 | $340.2K | 0.00% | −70−4.1% | Reduced |
| Forte Capital LLC | 1,620 | $339.8K | 0.04% | +80+5.2% | Added |
| AlphaCore Capital LLC | 1,603 | $336.2K | 0.03% | −86−5.1% | Reduced |
| Horizon Advisory Services, Inc. | 1,583 | $332.0K | 0.19% | +26+1.7% | Added |
| Glenmede Trust Co NA | 1,571 | $329.5K | 0.00% | +502+47.0% | Added |
| D. E. Shaw & Co., Inc. | 1,565 | $328.3K | 0.00% | −2,300−59.5% | Reduced |
| Net Worth Advisory Group | 1,561 | $327.5K | 0.10% | +23+1.5% | Added |
| CIBC Private Wealth Group, LLC | 1,816 | $326.4K | 0.00% | +73+4.2% | Added |
| C M Bidwell & Associates Ltd | 1,509 | $316.5K | 0.19% | −25−1.6% | Reduced |
| denkapparat Operations GmbH | 1,506 | $315.9K | 0.33% | +182+13.7% | Added |
| Quarry LP | 1,494 | $313.4K | 0.08% | +966+183.0% | Added |
| MBB Public Markets I LLC | 1,483 | $311.1K | 0.04% | +1,483 | New |
| Investment Management Corp of Ontario | 1,474 | $309.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,469 | $308.1K | 0.02% | −4−0.3% | Reduced |
| Quadrant Capital Group LLC | 1,442 | $302.5K | 0.01% | +854+145.2% | Added |
| Forum Financial Management, LP | 1,426 | $299.1K | 0.00% | −3−0.2% | Reduced |
| Tobias Financial Advisors, Inc. | 1,423 | $298.5K | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 1,410 | $295.7K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,406 | $295.0K | 0.00% | +214+18.0% | Added |
| Atomi Financial Group, Inc. | 1,384 | $290.3K | 0.01% | +160+13.1% | Added |
| Meeder Advisory Services, Inc. | 1,375 | $288.4K | 0.02% | +159+13.1% | Added |
| Avantax Advisory Services, Inc. | 1,374 | $288.2K | 0.00% | +409+42.4% | Added |
| MQS Management LLC | 1,355 | $284.2K | 0.16% | +1,355 | New |
| Pallas Capital Advisors LLC | 1,350 | $283.2K | 0.01% | +107+8.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,333 | $279.6K | 0.01% | +141+11.8% | Added |
| US Bancorp | 1,325 | $278.0K | 0.00% | +206+18.4% | Added |
| HB Wealth Management, LLC | 1,305 | $273.7K | 0.00% | +310+31.2% | Added |
| J.W. Cole Advisors, Inc. | 1,286 | $269.7K | 0.01% | +1,286 | New |
| Impact Partnership Wealth, LLC | 1,279 | $268.4K | 0.06% | +148+13.1% | Added |
| Atria Investments LLC | 1,268 | $265.9K | 0.00% | −1,087−46.2% | Reduced |
| Exchange Traded Concepts, LLC | 1,243 | $260.7K | 0.00% | +118+10.5% | Added |
| Vestcor Inc | 1,229 | $258.0K | 0.01% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,227 | $257.4K | 0.01% | −47−3.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,221 | $256.1K | 0.00% | +35+3.0% | Added |
| HighTower Advisors, LLC | 1,211 | $254.1K | 0.00% | −179−12.9% | Reduced |
| SOL Capital Management CO | 1,200 | $252.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,198 | $251.0K | 0.00% | +1,198 | New |
| Ameritas Advisory Services, LLC | 1,177 | $250.9K | 0.01% | +1+0.1% | Added |