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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, 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.

Institutional holdersQ2 2025: 548 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 heldQ2 2025: $9.49B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2025.

Institutions holding AIZ in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ING Groep NV2,452$484.2K0.00%+151+6.6%Added
National Wealth Management Group, LLC2,439$481.7K0.27%+218+9.8%Added
Walleye Trading LLC2,438$481.5K0.01%+1,523+166.4%Added
Maryland State Retirement & Pension System2,431$480.1K0.01%00.0%Unchanged
Colony Group, LLC2,411$476.3K0.00%−237−9.0%Reduced
New Mexico Educational Retirement Board2,411$476.0K0.02%00.0%Unchanged
Renaissance Technologies LLC2,400$474.0K0.00%−22,141−90.2%Reduced
GoalFusion Wealth Management, LLC2,374$468.8K0.24%00.0%Unchanged
Employees Retirement System of Texas2,370$468.0K0.00%+2,370New
Allspring Global Investments Holdings, LLC2,360$466.5K0.00%−84−3.4%Reduced
MQS Management LLC2,331$460.3K0.25%+976+72.0%Added
Sherbrooke Park Advisers LLC2,293$452.8K0.20%+2,293New
Kovitz Investment Group Partners, LLC2,290$452.3K0.00%−151−6.2%Reduced
Burney Co2,285$451.3K0.02%00.0%Unchanged
ISAM Funds (UK) Ltd2,273$448.9K0.10%+2,273New
Johnson Investment Counsel Inc2,256$445.6K0.00%00.0%Unchanged
Capital Research Global Investors2,227$439.8K0.00%+1,186+113.9%Added
Glenmede Investment Management, LP2,204$435.3K0.00%+2,204New
KBC Group NV2,189$432.0K0.00%−2,556−53.9%Reduced
Coldstream Capital Management Inc2,182$431.0K0.01%+64+3.0%Added
FORA Capital, LLC2,160$426.6K0.05%+2,160New
Cambria Investment Management, L.P.2,130$420.7K0.03%−59−2.7%Reduced
Real Talk Capital, LLC2,124$419.4K0.50%+10.0%Added
McElhenny Sheffield Capital Management, LLC2,101$414.9K0.11%−145−6.5%Reduced
Fifth Third Bancorp2,065$407.8K0.00%−14−0.7%Reduced
Impact Partnership Wealth, LLC2,045$403.9K0.07%+766+59.9%Added
Counterpoint Mutual Funds LLC2,025$399.9K0.04%+2,025New
Silvercrest Asset Management Group LLC1,999$394.8K0.00%00.0%Unchanged
Empirical Finance, LLC1,959$386.9K0.02%+12+0.6%Added
Resources Investment Advisors, LLC.1,956$386.3K0.00%+26+1.3%Added
Sanctuary Advisors, LLC1,939$382.8K0.00%−50−2.5%Reduced
Omers Administration Corp1,925$380.2K0.00%−100−4.9%Reduced
WFA Asset Management Corp2,251$374.2K0.21%00.0%Unchanged
Vontobel Holding Ltd.1,892$373.7K0.00%−114−5.7%Reduced
Tower Research Capital LLC (TRC)1,839$363.2K0.01%−1,422−43.6%Reduced
Two Sigma Securities, LLC1,835$362.4K0.04%+1,835New
Commerce Bank1,822$359.8K0.00%−343−15.8%Reduced
Optimize Financial Inc1,820$359.4K0.22%−12−0.7%Reduced
Beacon Investment Advisory Services, Inc.1,804$356.3K0.02%−106−5.5%Reduced
Forte Capital LLC1,803$356.1K0.04%+183+11.3%Added
Qsemble Capital Management, LP1,784$352.3K0.03%+1,784New
Clearstead Advisors, LLC1,778$351.1K0.00%+23+1.3%Added
Ifrah Financial Services, Inc.1,762$348.0K0.10%−3−0.2%Reduced
CIBC Private Wealth Group, LLC1,729$341.5K0.00%−87−4.8%Reduced
United Capital Financial Advisers, LLC1,724$340.4K0.00%+5+0.3%Added
Meeder Advisory Services, Inc.1,715$338.7K0.02%+340+24.7%Added
Eqis Capital Management, Inc.1,710$337.7K0.03%00.0%Unchanged
Sequoia Financial Advisors, LLC1,701$335.9K0.00%+1,701New
Pensionmark Financial Group, LLC1,690$333.8K0.01%−7,495−81.6%Reduced
Asset Management One Co.,Ltd.1,666$329.0K0.00%−21,416−92.8%Reduced
Net Worth Advisory Group1,664$328.6K0.07%+103+6.6%Added
Nomura Asset Management Co Ltd1,651$326.1K0.00%−14,908−90.0%Reduced
SRS Capital Advisors, Inc.1,644$324.8K0.02%+1,539+1,465.7%Added
Dynamic Technology Lab Private Ltd1,640$324.0K0.04%+1,640New
AlphaCore Capital LLC1,627$321.3K0.01%+24+1.5%Added
Northwestern Mutual Investment Management Company, LLC1,617$319.3K0.00%−14−0.9%Reduced
Horizon Advisory Services, Inc.1,592$314.4K0.17%+9+0.6%Added
SummitTX Capital, L.P.1,582$312.4K0.01%+1,582New
GAMMA Investing LLC1,527$301.6K0.02%+58+3.9%Added
US Bancorp1,515$299.3K0.00%+190+14.3%Added
Forum Financial Management, LP1,513$298.8K0.00%+87+6.1%Added
Csenge Advisory Group1,460$296.4K0.02%+203+16.1%Added
Point72 Asset Management, L.P.1,500$296.2K0.00%+1,500New
Atria Investments LLC1,493$294.8K0.00%+225+17.7%Added
Envestnet Portfolio Solutions, Inc.1,484$293.1K0.00%−376−20.2%Reduced
Korea Investment CORP1,455$287.3K0.00%−18,164−92.6%Reduced
C M Bidwell & Associates Ltd1,442$284.8K0.15%−67−4.4%Reduced
Quadrant Capital Group LLC1,423$281.0K0.01%−19−1.3%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,402$276.9K0.00%−1,019−42.1%Reduced
Atomi Financial Group, Inc.1,389$274.3K0.01%+5+0.4%Added
Machina Capital S.A.S.1,357$268.0K0.06%+1,357New
Hilltop Holdings Inc.1,346$265.7K0.02%−297−18.1%Reduced
Merit Financial Group, LLC1,344$265.4K0.00%−62−4.4%Reduced
J.W. Cole Advisors, Inc.1,335$263.6K0.01%+49+3.8%Added
V-Square Quantitative Management LLC1,333$263.3K0.04%−450−25.2%Reduced
Prelude Capital Management, LLC1,328$262.3K0.03%−1,318−49.8%Reduced
Fifth Third Wealth Advisors LLC1,311$258.9K0.01%−22−1.7%Reduced
Bayesian Capital Management, LP1,300$256.7K0.04%+1,300New
Sumitomo Mitsui DS Asset Management Company, Ltd1,283$253.4K0.00%−4,807−78.9%Reduced
Vident Advisory, LLC1,262$249.2K0.00%−1,184−48.4%Reduced
Cambridge Investment Research Advisors, Inc.1,259$249.0K0.00%+71+6.0%Added
Applied Finance Capital Management, LLC1,258$248.4K0.02%+1,258New
HighPoint Advisor Group LLC1,239$244.7K0.01%+14+1.1%Added
Exchange Traded Concepts, LLC1,238$244.5K0.00%−5−0.4%Reduced
Metis Global Partners, LLC1,219$240.7K0.01%−2,597−68.1%Reduced
NDVR, Inc.1,219$240.7K0.23%+68+5.9%Added
Calamos Wealth Management LLC1,217$240.3K0.01%−10−0.8%Reduced
SOL Capital Management CO1,200$237.0K0.02%00.0%Unchanged
MBB Public Markets I LLC1,200$237.0K0.03%−283−19.1%Reduced
Tobias Financial Advisors, Inc.1,200$237.0K0.04%−223−15.7%Reduced
Menard Financial Group LLC1,192$235.4K0.14%+1,192New
Ramirez Asset Management, Inc.1,180$233.0K0.04%00.0%Unchanged
Avantax Advisory Services, Inc.1,155$228.1K0.00%−219−15.9%Reduced
Patton Fund Management, Inc.1,153$227.7K0.05%+1,153New
WBI Investments1,139$225.0K0.06%−1,651−59.2%Reduced
Commonwealth Equity Services, LLC1,138$225.0K0.00%−60−5.0%Reduced
MUFG Securities Americas Inc.1,124$222.0K0.02%+216+23.8%Added
SC&H Financial Advisors, Inc.1,110$219.2K0.04%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S1,109$219.0K0.00%−1,970−64.0%Reduced
Syon Capital LLC1,100$217.3K0.01%+1,100New