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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,701 | $335.9K | 0.00% | +1,701 | New |
| Eqis Capital Management, Inc. | 1,710 | $337.7K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,715 | $338.7K | 0.02% | +340+24.7% | Added |
| United Capital Financial Advisers, LLC | 1,724 | $340.4K | 0.00% | +5+0.3% | Added |
| CIBC Private Wealth Group, LLC | 1,729 | $341.5K | 0.00% | −87−4.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,762 | $348.0K | 0.10% | −3−0.2% | Reduced |
| Clearstead Advisors, LLC | 1,778 | $351.1K | 0.00% | +23+1.3% | Added |
| Qsemble Capital Management, LP | 1,784 | $352.3K | 0.03% | +1,784 | New |
| Forte Capital LLC | 1,803 | $356.1K | 0.04% | +183+11.3% | Added |
| Beacon Investment Advisory Services, Inc. | 1,804 | $356.3K | 0.02% | −106−5.5% | Reduced |
| Optimize Financial Inc | 1,820 | $359.4K | 0.22% | −12−0.7% | Reduced |
| Commerce Bank | 1,822 | $359.8K | 0.00% | −343−15.8% | Reduced |
| Two Sigma Securities, LLC | 1,835 | $362.4K | 0.04% | +1,835 | New |
| Tower Research Capital LLC (TRC) | 1,839 | $363.2K | 0.01% | −1,422−43.6% | Reduced |
| Vontobel Holding Ltd. | 1,892 | $373.7K | 0.00% | −114−5.7% | Reduced |
| WFA Asset Management Corp | 2,251 | $374.2K | 0.21% | 00.0% | Unchanged |
| Omers Administration Corp | 1,925 | $380.2K | 0.00% | −100−4.9% | Reduced |
| Sanctuary Advisors, LLC | 1,939 | $382.8K | 0.00% | −50−2.5% | Reduced |
| Resources Investment Advisors, LLC. | 1,956 | $386.3K | 0.00% | +26+1.3% | Added |
| Empirical Finance, LLC | 1,959 | $386.9K | 0.02% | +12+0.6% | Added |
| Silvercrest Asset Management Group LLC | 1,999 | $394.8K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,025 | $399.9K | 0.04% | +2,025 | New |
| Impact Partnership Wealth, LLC | 2,045 | $403.9K | 0.07% | +766+59.9% | Added |
| Fifth Third Bancorp | 2,065 | $407.8K | 0.00% | −14−0.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,101 | $414.9K | 0.11% | −145−6.5% | Reduced |
| Real Talk Capital, LLC | 2,124 | $419.4K | 0.50% | +10.0% | Added |
| Cambria Investment Management, L.P. | 2,130 | $420.7K | 0.03% | −59−2.7% | Reduced |
| FORA Capital, LLC | 2,160 | $426.6K | 0.05% | +2,160 | New |
| Coldstream Capital Management Inc | 2,182 | $431.0K | 0.01% | +64+3.0% | Added |
| KBC Group NV | 2,189 | $432.0K | 0.00% | −2,556−53.9% | Reduced |
| Glenmede Investment Management, LP | 2,204 | $435.3K | 0.00% | +2,204 | New |
| Capital Research Global Investors | 2,227 | $439.8K | 0.00% | +1,186+113.9% | Added |
| Johnson Investment Counsel Inc | 2,256 | $445.6K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,273 | $448.9K | 0.10% | +2,273 | New |
| Burney Co | 2,285 | $451.3K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,290 | $452.3K | 0.00% | −151−6.2% | Reduced |
| Sherbrooke Park Advisers LLC | 2,293 | $452.8K | 0.20% | +2,293 | New |
| MQS Management LLC | 2,331 | $460.3K | 0.25% | +976+72.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,360 | $466.5K | 0.00% | −84−3.4% | Reduced |
| Employees Retirement System of Texas | 2,370 | $468.0K | 0.00% | +2,370 | New |
| GoalFusion Wealth Management, LLC | 2,374 | $468.8K | 0.24% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,400 | $474.0K | 0.00% | −22,141−90.2% | Reduced |
| New Mexico Educational Retirement Board | 2,411 | $476.0K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 2,411 | $476.3K | 0.00% | −237−9.0% | Reduced |
| Maryland State Retirement & Pension System | 2,431 | $480.1K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,438 | $481.5K | 0.01% | +1,523+166.4% | Added |
| National Wealth Management Group, LLC | 2,439 | $481.7K | 0.27% | +218+9.8% | Added |
| ING Groep NV | 2,452 | $484.2K | 0.00% | +151+6.6% | Added |
| Aviva PLC | 2,477 | $489.2K | 0.00% | −31,349−92.7% | Reduced |
| Bessemer Group Inc | 2,526 | $499.0K | 0.00% | −3,459−57.8% | Reduced |
| Securian Asset Management, Inc | 2,571 | $507.7K | 0.01% | −100−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 2,623 | $518.0K | 0.01% | −31−1.2% | Reduced |
| Martingale Asset Management L P | 2,623 | $518.0K | 0.01% | −501−16.0% | Reduced |
| Ritholtz Wealth Management | 2,680 | $529.3K | 0.01% | −2,568−48.9% | Reduced |
| Louisiana State Employees Retirement System | 2,700 | $533.2K | 0.01% | −100−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,755 | $544.1K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 2,870 | $566.8K | 0.45% | +1,364+90.6% | Added |
| Norinchukin Bank, The | 2,877 | $568.2K | 0.01% | +152+5.6% | Added |
| Freestone Grove Partners LP | 2,885 | $569.8K | 0.00% | −1,038−26.5% | Reduced |
| Oddo BHF Asset Management SAS | 2,890 | $570.7K | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 2,902 | $573.1K | 0.09% | +2,902 | New |
| Lido Advisors, LLC | 2,960 | $584.8K | 0.00% | −157−5.0% | Reduced |
| Virtu Financial LLC | 2,964 | $585.0K | 0.03% | +2,964 | New |
| Asset Management Group, Inc. | 2,969 | $586.3K | 0.10% | 00.0% | Unchanged |
| RBF Capital, LLC | 3,000 | $592.5K | 0.03% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,030 | $598.3K | 0.03% | +97+3.3% | Added |
| Wetherby Asset Management Inc | 3,092 | $610.6K | 0.03% | +3,092 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,100 | $612.2K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 3,200 | $632.0K | 0.06% | +3,200 | New |
| CWM, LLC | 3,232 | $638.0K | 0.00% | −2,373−42.3% | Reduced |
| Savant Capital, LLC | 3,238 | $639.4K | 0.00% | +56+1.8% | Added |
| Sterling Capital Management LLC | 3,373 | $666.1K | 0.01% | +523+18.4% | Added |
| Lecap Asset Management Ltd | 3,404 | $672.3K | 0.24% | +3,404 | New |
| M&T Bank Corp | 3,480 | $687.6K | 0.00% | +1,339+62.5% | Added |
| Mizuho Securities USA LLC | 3,502 | $691.6K | 0.01% | +3,502 | New |
| Signaturefd, LLC | 3,544 | $699.9K | 0.01% | +111+3.2% | Added |
| Standard Life Aberdeen plc | 3,630 | $716.9K | 0.00% | −1,659−31.4% | Reduced |
| Blair William & Co | 3,651 | $721.1K | 0.00% | −503−12.1% | Reduced |
| Fox Run Management, L.L.C. | 3,709 | $732.5K | 0.12% | +3,709 | New |
| Panagora Asset Management Inc | 3,746 | $739.8K | 0.00% | −6,708−64.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,791 | $748.7K | 0.00% | −112,540−96.7% | Reduced |
| US Asset Management LLC | 3,809 | $752.2K | 0.65% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,829 | $756.0K | 0.01% | +2,204+135.6% | Added |
| Entropy Technologies, LP | 3,899 | $770.0K | 0.06% | +3,899 | New |
| Teachers Retirement System of the State of Kentucky | 3,907 | $771.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,924 | $775.0K | 0.21% | +1,125+40.2% | Added |
| NorthRock Partners, LLC | 4,128 | $815.2K | 0.02% | −25−0.6% | Reduced |
| Pacer Advisors, Inc. | 4,154 | $820.4K | 0.00% | −4,110−49.7% | Reduced |
| CIBC World Markets Corp | 4,270 | $843.3K | 0.01% | −1,917−31.0% | Reduced |
| Oregon Public Employees Retirement Fund | 4,396 | $868.2K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 4,448 | $878.4K | 0.01% | −2,508−36.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,460 | $880.8K | 0.24% | +4,460 | New |
| Mariner, LLC | 4,532 | $895.0K | 0.00% | −3,515−43.7% | Reduced |
| Hartford Investment Management Co | 4,556 | $899.8K | 0.03% | +60+1.3% | Added |
| Principal Securities, Inc. | 4,629 | $914.3K | 0.02% | −1,090−19.1% | Reduced |
| Jump Financial, LLC | 4,672 | $922.7K | 0.01% | +4,672 | New |
| Icon Advisers Inc | 4,742 | $936.5K | 0.21% | −758−13.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,887 | $945.5K | 0.00% | −1,248−20.3% | Reduced |
| Cookson Peirce & Co Inc | 4,789 | $945.8K | 0.04% | +570+13.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,806 | $949.1K | 0.00% | +166+3.6% | Added |