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, Q2 2025
Institutional positions in Assurant, Inc. as of Jun 30, 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
- 548
- −8 vs. Q1 2025
- Shares held
- 48.0M
- −1.37M (−2.8%) vs. Q1 2025
- Total value
- $9.49B
- −$871.3M (−8.4%) vs. Q1 2025
- New holders
- 77
- 184 more added
- Sold out
- 85
- 221 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 208 | $41.1K | 0.01% | +5+2.5% | Added |
| Bryn Mawr Trust Co | 219 | $43.3K | 0.00% | −63−22.3% | Reduced |
| Allworth Financial LP | 224 | $44.2K | 0.00% | +20+9.8% | Added |
| First Horizon Advisors, Inc. | 231 | $45.7K | 0.00% | +133+135.7% | Added |
| Zions Bancorporation, National Association | 232 | $45.8K | 0.00% | +107+85.6% | Added |
| Ameriflex Group, Inc. | 235 | $46.1K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 271 | $53.5K | 0.00% | +15+5.9% | Added |
| Skopos Labs, Inc. | 271 | $53.5K | 0.01% | +48+21.5% | Added |
| Parkside Financial Bank & Trust | 277 | $54.7K | 0.01% | +16+6.1% | Added |
| Acadian Asset Management LLC | 337 | $66.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 335 | $66.2K | 0.00% | −9−2.6% | Reduced |
| Gitterman Wealth Management, LLC | 333 | $66.2K | 0.02% | +333 | New |
| Covestor Ltd | 361 | $72.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 368 | $72.6K | 0.00% | +79+27.3% | Added |
| Farther Finance Advisors, LLC | 399 | $78.9K | 0.00% | −302−43.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 427 | $84.3K | 0.01% | +1+0.2% | Added |
| Atlas Capital Advisors LLC | 502 | $99.1K | 0.01% | −15−2.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 516 | $101.9K | 0.01% | +516 | New |
| EverSource Wealth Advisors, LLC | 525 | $103.7K | 0.00% | +262+99.6% | Added |
| TD Private Client Wealth LLC | 543 | $107.2K | 0.00% | +122+29.0% | Added |
| Ci Investments Inc. | 547 | $108.0K | 0.00% | −119−17.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 556 | $109.4K | 0.00% | −21,161−97.4% | Reduced |
| Central Pacific Bank - Trust Division | 560 | $110.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 588 | $116.1K | 0.01% | −313−34.7% | Reduced |
| CX Institutional | 666 | $132.0K | 0.00% | +42+6.7% | Added |
| IFP Advisors, Inc | 530 | $140.2K | 0.00% | −106−16.7% | Reduced |
| State of Wyoming | 726 | $143.4K | 0.02% | +726 | New |
| Ossiam | 764 | $150.9K | 0.00% | −90−10.5% | Reduced |
| LRI Investments, LLC | 771 | $152.2K | 0.01% | +43+5.9% | Added |
| Horizon Investments, LLC | 799 | $157.8K | 0.00% | +63+8.6% | Added |
| Bullock Wealth Management Group | 799 | $157.9K | 0.08% | −32−3.9% | Reduced |
| Principia Wealth Advisory, LLC | 831 | $164.0K | 0.14% | +9+1.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 862 | $170.2K | 0.00% | −45,947−98.2% | Reduced |
| Ronald Blue Trust, Inc. | 933 | $184.3K | 0.00% | +123+15.2% | Added |
| Global Retirement Partners, LLC | 941 | $185.8K | 0.00% | +941 | New |
| Plato Investment Management Ltd | 976 | $192.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 973 | $192.2K | 0.02% | +250+34.6% | Added |
| Vestcor Inc | 1,001 | $198.0K | 0.01% | −228−18.6% | Reduced |
| HighTower Advisors, LLC | 1,015 | $200.5K | 0.00% | −196−16.2% | Reduced |
| USA Financial Portformulas Corp | 1,027 | $202.8K | 0.03% | −1,029−50.0% | Reduced |
| Everence Capital Management Inc | 1,030 | $203.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,029 | $203.2K | 0.00% | +9+0.9% | Added |
| Qtron Investments LLC | 1,033 | $204.0K | 0.03% | −2,398−69.9% | Reduced |
| Regions Financial Corp | 1,038 | $205.0K | 0.00% | −16−1.5% | Reduced |
| Summit Trail Advisors, LLC | 1,060 | $209.3K | 0.00% | +1,060 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,080 | $213.3K | 0.00% | −141−11.5% | Reduced |
| Catalyst Financial Partners LLC | 1,098 | $216.8K | 0.02% | +14+1.3% | Added |
| Challenger Wealth Management | 1,100 | $217.2K | 0.15% | 00.0% | Unchanged |
| Syon Capital LLC | 1,100 | $217.3K | 0.01% | +1,100 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,109 | $219.0K | 0.00% | −1,970−64.0% | Reduced |
| SC&H Financial Advisors, Inc. | 1,110 | $219.2K | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,124 | $222.0K | 0.02% | +216+23.8% | Added |
| Commonwealth Equity Services, LLC | 1,138 | $225.0K | 0.00% | −60−5.0% | Reduced |
| WBI Investments | 1,139 | $225.0K | 0.06% | −1,651−59.2% | Reduced |
| Patton Fund Management, Inc. | 1,153 | $227.7K | 0.05% | +1,153 | New |
| Avantax Advisory Services, Inc. | 1,155 | $228.1K | 0.00% | −219−15.9% | Reduced |
| Ramirez Asset Management, Inc. | 1,180 | $233.0K | 0.04% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,192 | $235.4K | 0.14% | +1,192 | New |
| MBB Public Markets I LLC | 1,200 | $237.0K | 0.03% | −283−19.1% | Reduced |
| Tobias Financial Advisors, Inc. | 1,200 | $237.0K | 0.04% | −223−15.7% | Reduced |
| SOL Capital Management CO | 1,200 | $237.0K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,217 | $240.3K | 0.01% | −10−0.8% | Reduced |
| Metis Global Partners, LLC | 1,219 | $240.7K | 0.01% | −2,597−68.1% | Reduced |
| NDVR, Inc. | 1,219 | $240.7K | 0.23% | +68+5.9% | Added |
| Exchange Traded Concepts, LLC | 1,238 | $244.5K | 0.00% | −5−0.4% | Reduced |
| HighPoint Advisor Group LLC | 1,239 | $244.7K | 0.01% | +14+1.1% | Added |
| Applied Finance Capital Management, LLC | 1,258 | $248.4K | 0.02% | +1,258 | New |
| Cambridge Investment Research Advisors, Inc. | 1,259 | $249.0K | 0.00% | +71+6.0% | Added |
| Vident Advisory, LLC | 1,262 | $249.2K | 0.00% | −1,184−48.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,283 | $253.4K | 0.00% | −4,807−78.9% | Reduced |
| Bayesian Capital Management, LP | 1,300 | $256.7K | 0.04% | +1,300 | New |
| Fifth Third Wealth Advisors LLC | 1,311 | $258.9K | 0.01% | −22−1.7% | Reduced |
| Prelude Capital Management, LLC | 1,328 | $262.3K | 0.03% | −1,318−49.8% | Reduced |
| V-Square Quantitative Management LLC | 1,333 | $263.3K | 0.04% | −450−25.2% | Reduced |
| J.W. Cole Advisors, Inc. | 1,335 | $263.6K | 0.01% | +49+3.8% | Added |
| Merit Financial Group, LLC | 1,344 | $265.4K | 0.00% | −62−4.4% | Reduced |
| Hilltop Holdings Inc. | 1,346 | $265.7K | 0.02% | −297−18.1% | Reduced |
| Machina Capital S.A.S. | 1,357 | $268.0K | 0.06% | +1,357 | New |
| Atomi Financial Group, Inc. | 1,389 | $274.3K | 0.01% | +5+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,402 | $276.9K | 0.00% | −1,019−42.1% | Reduced |
| Quadrant Capital Group LLC | 1,423 | $281.0K | 0.01% | −19−1.3% | Reduced |
| C M Bidwell & Associates Ltd | 1,442 | $284.8K | 0.15% | −67−4.4% | Reduced |
| Korea Investment CORP | 1,455 | $287.3K | 0.00% | −18,164−92.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,484 | $293.1K | 0.00% | −376−20.2% | Reduced |
| Atria Investments LLC | 1,493 | $294.8K | 0.00% | +225+17.7% | Added |
| Point72 Asset Management, L.P. | 1,500 | $296.2K | 0.00% | +1,500 | New |
| Csenge Advisory Group | 1,460 | $296.4K | 0.02% | +203+16.1% | Added |
| Forum Financial Management, LP | 1,513 | $298.8K | 0.00% | +87+6.1% | Added |
| US Bancorp | 1,515 | $299.3K | 0.00% | +190+14.3% | Added |
| GAMMA Investing LLC | 1,527 | $301.6K | 0.02% | +58+3.9% | Added |
| SummitTX Capital, L.P. | 1,582 | $312.4K | 0.01% | +1,582 | New |
| Horizon Advisory Services, Inc. | 1,592 | $314.4K | 0.17% | +9+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,617 | $319.3K | 0.00% | −14−0.9% | Reduced |
| AlphaCore Capital LLC | 1,627 | $321.3K | 0.01% | +24+1.5% | Added |
| Dynamic Technology Lab Private Ltd | 1,640 | $324.0K | 0.04% | +1,640 | New |
| SRS Capital Advisors, Inc. | 1,644 | $324.8K | 0.02% | +1,539+1,465.7% | Added |
| Nomura Asset Management Co Ltd | 1,651 | $326.1K | 0.00% | −14,908−90.0% | Reduced |
| Net Worth Advisory Group | 1,664 | $328.6K | 0.07% | +103+6.6% | Added |
| Asset Management One Co.,Ltd. | 1,666 | $329.0K | 0.00% | −21,416−92.8% | Reduced |
| Pensionmark Financial Group, LLC | 1,690 | $333.8K | 0.01% | −7,495−81.6% | Reduced |