Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 563 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ1 2025: $10.4B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q4 2024.

Institutions holding AIZ in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC49$10.3K0.00%+18+58.1%Added
North Capital, Inc.45$9.44K0.01%+45New
Atala Financial Inc44$9.23K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC44$9.23K0.01%+44New
Capital Advisors, Ltd. LLC45$9.00K0.00%00.0%Unchanged
Parallel Advisors, LLC41$8.60K0.00%−18−30.5%Reduced
Prestige Wealth Management Group LLC41$8.60K0.00%00.0%Unchanged
Fortitude Family Office, LLC40$8.39K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC37$7.77K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.34$7.24K0.00%00.0%Unchanged
Grove Bank & Trust31$6.50K0.00%00.0%Unchanged
Valley National Advisers Inc30$6.00K0.00%−11−26.8%Reduced
Bruce G. Allen Investments, LLC28$5.87K0.00%−13−31.7%Reduced
Brown Brothers Harriman & Co28$5.87K0.00%+12+75.0%Added
New Age Alpha Advisors, LLC27$5.66K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$5.24K0.00%00.0%Unchanged
MV Capital Management, Inc.24$5.03K0.00%00.0%Unchanged
Versant Capital Management, Inc23$4.82K0.00%+23New
Whipplewood Advisors, LLC84$4.62K0.00%+57+211.1%Added
Capital A Wealth Management, LLC22$4.62K0.00%00.0%Unchanged
Larson Financial Group LLC22$4.62K0.00%+20+1,000.0%Added
WPG Advisers, LLC21$4.41K0.00%+17+425.0%Added
Oakworth Capital, Inc.20$4.20K0.00%+20New
Saudi Central Bank20$4.20K0.02%+20New
Sierra Ocean, LLC17$3.58K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$3.57K0.00%00.0%Unchanged
HM Payson & Co15$3.15K0.00%00.0%Unchanged
Private Wealth Management Group, LLC15$3.15K0.00%00.0%Unchanged
Hantz Financial Services, Inc.13$3.00K0.00%+1+8.3%Added
SJS Investment Consulting Inc.14$2.94K0.00%00.0%Unchanged
Central Trust Co13$2.73K0.00%−6−31.6%Reduced
DiNuzzo Private Wealth, Inc.13$2.73K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.12$2.56K0.00%−1−7.7%Reduced
Spire Wealth Management12$2.52K0.00%00.0%Unchanged
Addison Advisors LLC12$2.52K0.00%00.0%Unchanged
Global Financial Private Client, LLC12$2.52K0.00%+8+200.0%Added
Kiker Wealth Management, LLC12$2.52K0.00%+12New
Sachetta, LLC11$2.31K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC10$2.11K0.00%−1−9.1%Reduced
Colonial Trust Co10$2.10K0.00%−34−77.3%Reduced
Rothschild Investment LLC10$2.10K0.00%+1+11.1%Added
Cornerstone Planning Group LLC10$1.91K0.00%00.0%Unchanged
Continuum Advisory, LLC9$1.89K0.00%+2+28.6%Added
Semmax Financial Advisors Inc.7$1.37K0.00%+7New
Trifecta Capital Advisors, LLC6$1.26K0.00%00.0%Unchanged
Rossby Financial, LCC6$1.15K0.00%+6New
Loring Wolcott & Coolidge Fiduciary Advisors LLP5$9550.00%00.0%Unchanged
Dunhill Financial, LLC4$8710.00%−3−42.9%Reduced
Hughes Financial Services, LLC3$6350.00%+3New
Rialto Wealth Management, LLC3$6300.00%+3New
MPWM Advisory Solutions, LLC3$6290.00%00.0%Unchanged
Motco3$6290.00%+3New
Rise Advisors, LLC3$6290.00%+3New
Transce3nd, LLC2$4200.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$4200.00%00.0%Unchanged
Highline Wealth Partners LLC2$4200.00%+2New
HFM Investment Advisors, LLC2$4200.00%+2New
Bay Harbor Wealth Management, LLC2$4190.00%+2New
WealthTrak Capital Management LLC1$2100.00%00.0%Unchanged
WestEnd Advisors, LLC1$2100.00%00.0%Unchanged
South State Corp.1$2100.00%+1New
Creative Financial Designs Inc1$2100.00%+1New
Y.D. More Investments Ltd73$410.00%+9+14.1%Added
Proequities, Inc.0$00.00%−138−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−1−100.0%Sold out
Woodline Partners LP0$00.00%−157,140−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−61,300−100.0%Sold out
HRT Financial LP0$00.00%−40,728−100.0%Sold out
Old Mission Capital LLC0$00.00%−23,585−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−13,171−100.0%Sold out
Financial Architects, LLC0$00.00%−11,349−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−9,814−100.0%Sold out
Nebula Research & Development LLC0$00.00%−7,096−100.0%Sold out
Crestline Management, LP0$00.00%−7,084−100.0%Sold out
Sciencast Management LP0$00.00%−6,878−100.0%Sold out
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH0$00.00%−6,899−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−4,792−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−4,110−100.0%Sold out
GeoWealth Management, LLC0$00.00%−3,813−100.0%Sold out
Alpine Global Management, LLC0$00.00%−3,710−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−3,701−100.0%Sold out
Kentucky Retirement Systems0$00.00%−3,559−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−3,500−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,472−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−3,321−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−2,896−100.0%Sold out
XTX Topco Ltd0$00.00%−2,841−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−2,237−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−2,030−100.0%Sold out
Alps Advisors Inc0$00.00%−1,850−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,822−100.0%Sold out
Oxford Asset Management LLP0$00.00%−1,749−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−1,746−100.0%Sold out
CenterBook Partners LP0$00.00%−1,741−100.0%Sold out
Taika Capital, LP0$00.00%−1,690−100.0%Sold out
Menard Financial Group LLC0$00.00%−1,671−100.0%Sold out
Allstate Corp0$00.00%−1,587−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−1,541−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−1,264−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−1,258−100.0%Sold out