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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1,188 | $249.0K | 0.00% | +217+22.3% | Added |
| Ramirez Asset Management, Inc. | 1,180 | $247.5K | 0.05% | 00.0% | Unchanged |
| NDVR, Inc. | 1,151 | $241.4K | 0.25% | +42+3.8% | Added |
| HighPoint Advisor Group LLC | 1,225 | $237.8K | 0.01% | +198+19.3% | Added |
| Csenge Advisory Group | 1,257 | $237.6K | 0.01% | −1,691−57.4% | Reduced |
| SC&H Financial Advisors, Inc. | 1,110 | $232.8K | 0.05% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,100 | $230.7K | 0.18% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,088 | $228.2K | 0.67% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,084 | $227.4K | 0.04% | +4+0.4% | Added |
| TownSquare Capital, LLC | 1,061 | $222.6K | 0.00% | +123+13.1% | Added |
| Regions Financial Corp | 1,054 | $221.1K | 0.00% | +1,054 | New |
| CFC Planning Co LLC | 1,053 | $220.9K | 0.24% | +1,053 | New |
| Capital Research Global Investors | 1,041 | $218.3K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,030 | $216.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,020 | $213.9K | 0.00% | −101−9.0% | Reduced |
| Ballast Advisors LLC | 1,011 | $212.1K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,006 | $211.0K | 0.00% | −279−21.7% | Reduced |
| 111 Capital | 1,004 | $210.6K | 0.04% | +1,004 | 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 |
| Teza Capital Management LLC | 997 | $209.1K | 0.10% | +997 | New |
| Plato Investment Management Ltd | 976 | $206.9K | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 986 | $203.4K | 0.01% | +986 | New |
| Federation des caisses Desjardins du Quebec | 942 | $197.7K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 915 | $191.9K | 0.01% | +915 | New |
| MUFG Securities Americas Inc. | 908 | $190.5K | 0.02% | +151+19.9% | Added |
| Quest Partners LLC | 901 | $189.0K | 0.02% | +482+115.0% | Added |
| Ossiam | 854 | $179.1K | 0.00% | +854 | New |
| Bullock Wealth Management Group | 831 | $175.8K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 810 | $169.9K | 0.00% | +245+43.4% | Added |
| Principia Wealth Advisory, LLC | 822 | $158.9K | 0.15% | +3+0.4% | Added |
| Horizon Investments, LLC | 736 | $154.4K | 0.00% | +29+4.1% | Added |
| LRI Investments, LLC | 728 | $152.7K | 0.01% | +175+31.6% | Added |
| Harbor Investment Advisory, LLC | 723 | $151.6K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 722 | $151.5K | 0.01% | −1,018−58.5% | Reduced |
| Farther Finance Advisors, LLC | 701 | $148.4K | 0.00% | +22+3.2% | Added |
| Ci Investments Inc. | 666 | $140.0K | 0.00% | −47−6.6% | Reduced |
| IFP Advisors, Inc | 636 | $133.7K | 0.00% | −313−33.0% | Reduced |
| CX Institutional | 624 | $131.0K | 0.00% | +624 | New |
| Siemens Fonds Invest GmbH | 604 | $126.7K | 0.01% | +604 | New |
| Central Pacific Bank - Trust Division | 560 | $117.5K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 517 | $108.4K | 0.01% | +15+3.0% | Added |
| Lindbrook Capital, LLC | 455 | $95.4K | 0.01% | +429+1,650.0% | Added |
| Quent Capital, LLC | 436 | $91.5K | 0.01% | −5−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 426 | $89.4K | 0.01% | +1+0.2% | Added |
| Mather Group, LLC. | 426 | $89.4K | 0.00% | −13−3.0% | Reduced |
| TD Private Client Wealth LLC | 421 | $88.3K | 0.00% | +228+118.1% | Added |
| Manchester Capital Management LLC | 378 | $79.3K | 0.01% | +1+0.3% | Added |
| Covestor Ltd | 361 | $76.0K | 0.05% | −90−20.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 344 | $72.2K | 0.00% | −75−17.9% | Reduced |
| Acadian Asset Management LLC | 337 | $70.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 308 | $63.6K | 0.00% | +158+105.3% | Added |
| Steward Partners Investment Advisory, LLC | 289 | $60.7K | 0.00% | −476−62.2% | Reduced |
| Richardson Financial Services Inc. | 284 | $59.6K | 0.05% | −3−1.0% | Reduced |
| Bryn Mawr Trust Co | 282 | $59.1K | 0.00% | +58+25.9% | Added |
| EverSource Wealth Advisors, LLC | 263 | $55.2K | 0.00% | −101−27.7% | Reduced |
| Parkside Financial Bank & Trust | 261 | $54.7K | 0.01% | +7+2.8% | Added |
| MAI Capital Management | 256 | $53.7K | 0.00% | −5−1.9% | Reduced |
| Ameriflex Group, Inc. | 235 | $49.3K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 223 | $46.8K | 0.01% | +21+10.4% | Added |
| Wayfinding Financial, LLC | 224 | $46.0K | 0.02% | +224 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $42.6K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 190 | $40.0K | 0.00% | +61+47.3% | Added |
| Allworth Financial LP | 204 | $39.4K | 0.00% | +30+17.2% | Added |
| Huntington National Bank | 185 | $38.8K | 0.00% | −1−0.5% | Reduced |
| Geneos Wealth Management Inc. | 183 | $38.4K | 0.00% | +67+57.8% | Added |
| Laurel Wealth Advisors LLC | 181 | $38.0K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 177 | $37.1K | 0.03% | −29−14.1% | Reduced |
| Assetmark, Inc | 161 | $33.8K | 0.00% | +122+312.8% | Added |
| Cromwell Holdings LLC | 160 | $33.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 149 | $31.3K | 0.00% | +98+192.2% | Added |
| ORG Wealth Partners, LLC | 140 | $29.6K | 0.01% | −418−74.9% | Reduced |
| J.Safra Asset Management Corp | 138 | $28.9K | 0.00% | +7+5.3% | Added |
| Smartleaf Asset Management LLC | 138 | $28.5K | 0.00% | +4+3.0% | Added |
| Alpine Bank Wealth Management | 134 | $28.1K | 0.00% | +134 | New |
| Hemington Wealth Management | 135 | $28.0K | 0.00% | +17+14.4% | Added |
| True Wealth Design, LLC | 130 | $27.3K | 0.01% | +4+3.2% | Added |
| Raleigh Capital Management Inc. | 127 | $26.7K | 0.01% | −44−25.7% | Reduced |
| Concord Wealth Partners | 125 | $26.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 125 | $26.2K | 0.00% | +125 | New |
| Sentry Investment Management LLC | 146 | $26.0K | 0.02% | −43−22.8% | Reduced |
| Riverview Trust Co | 115 | $24.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 105 | $22.1K | 0.00% | −115−52.3% | Reduced |
| First Horizon Advisors, Inc. | 98 | $20.6K | 0.00% | +41+71.9% | Added |
| Hexagon Capital Partners LLC | 96 | $20.1K | 0.00% | +14+17.1% | Added |
| Smithfield Trust Co | 95 | $20.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $19.3K | 0.00% | +7+8.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $17.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 75 | $15.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 75 | $15.7K | 0.00% | +39+108.3% | Added |
| West Paces Advisors Inc. | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 62 | $13.0K | 0.00% | +62 | New |
| Cetera Trust Company, N.A | 60 | $12.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 60 | $12.6K | 0.00% | +1+1.7% | Added |
| Harbour Investments, Inc. | 56 | $11.7K | 0.00% | −1−1.8% | Reduced |
| CoreCap Advisors, LLC | 56 | $11.7K | 0.00% | +11+24.4% | Added |
| Cherry Tree Wealth Management, LLC | 56 | $11.7K | 0.00% | +56 | New |
| JFS Wealth Advisors, LLC | 55 | $11.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 55 | $11.5K | 0.00% | 00.0% | Unchanged |