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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
MV Capital Management, Inc.24$4.74K0.00%00.0%Unchanged
Whipplewood Advisors, LLC22$4.34K0.00%−62−73.8%Reduced
WPG Advisers, LLC20$3.95K0.00%−1−4.8%Reduced
Rothschild Investment LLC20$3.95K0.00%+10+100.0%Added
Sierra Ocean, LLC17$3.37K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$3.36K0.00%00.0%Unchanged
Maseco LLP16$3.17K0.00%+16New
Hantz Financial Services, Inc.17$3.00K0.00%+4+30.8%Added
HM Payson & Co15$2.96K0.00%00.0%Unchanged
Private Wealth Management Group, LLC15$2.96K0.00%00.0%Unchanged
Colonial Trust Co15$2.96K0.00%+5+50.0%Added
Mark Sheptoff Financial Planning, LLC15$2.96K0.00%+15New
Central Trust Co13$2.57K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$2.57K0.00%00.0%Unchanged
Cornerstone Planning Group LLC13$2.46K0.00%+3+30.0%Added
Addison Advisors LLC12$2.37K0.00%00.0%Unchanged
Kiker Wealth Management, LLC12$2.37K0.00%00.0%Unchanged
Spire Wealth Management11$2.18K0.00%−1−8.3%Reduced
Howard Hughes Medical Institute11$2.17K0.00%+11New
Mowery & Schoenfeld Wealth Management, LLC10$1.98K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC8$1.58K0.00%−1,169−99.3%Reduced
SJS Investment Consulting Inc.8$1.58K0.00%−6−42.9%Reduced
SOA Wealth Advisors, LLC.8$1.49K0.00%−26−76.5%Reduced
Rialto Wealth Management, LLC7$1.38K0.00%+4+133.3%Added
Rossby Financial, LCC7$1.38K0.00%+1+16.7%Added
Trifecta Capital Advisors, LLC6$1.19K0.00%00.0%Unchanged
NewSquare Capital LLC6$1.19K0.00%+6New
Stephens Consulting, LLC6$1.19K0.00%+6New
Hazlett, Burt & Watson, Inc.5$1.00K0.00%+5New
HFM Investment Advisors, LLC5$9870.00%+3+150.0%Added
Dunhill Financial, LLC4$7910.00%00.0%Unchanged
AdvisorNet Financial, Inc4$7900.00%+4New
Clark Wealth Partners4$7900.00%+4New
UMA Financial Services, Inc.3$5930.00%+3New
Rise Advisors, LLC3$5920.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$5920.00%+1+50.0%Added
Motco3$5620.00%00.0%Unchanged
Transce3nd, LLC2$3950.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$3950.00%00.0%Unchanged
WealthTrak Capital Management LLC2$3950.00%+1+100.0%Added
Tortoise Investment Management, LLC2$3950.00%+2New
True Wealth Design, LLC1$1980.00%−129−99.2%Reduced
Kilter Group LLC1$1980.00%+1New
WestEnd Advisors, LLC1$1970.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1$1970.00%+1New
Y.D. More Investments Ltd47$270.00%−26−35.6%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund2$00.00%−28,512−100.0%Reduced
Avion Wealth3$00.00%+3New
Marshall Wace, LLP0$00.00%−180,492−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−69,227−100.0%Sold out
Hennessy Advisors Inc0$00.00%−48,500−100.0%Sold out
Churchill Management Corp0$00.00%−32,149−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−27,001−100.0%Sold out
Bridgewater Associates, LP0$00.00%−24,945−100.0%Sold out
Magnetar Financial LLC0$00.00%−22,180−100.0%Sold out
Mn Services Vermogensbeheer B.V.0$00.00%−18,600−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−20,087−100.0%Sold out
Forsta Ap-Fonden0$00.00%−17,900−100.0%Sold out
Prudential PLC0$00.00%−15,495−100.0%Sold out
Ieq Capital, LLC0$00.00%−14,417−100.0%Sold out
PGGM Investments0$00.00%−14,156−100.0%Sold out
Oak Thistle LLC0$00.00%−13,521−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−12,680−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−11,785−100.0%Sold out
Ostrum Asset Management0$00.00%−11,770−100.0%Sold out
Walleye Capital LLC0$00.00%−11,694−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−10,483−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−9,809−100.0%Sold out
DnB Asset Management AS0$00.00%−9,033−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−6,488−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−6,298−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−6,228−100.0%Sold out
OP Asset Management Ltd0$00.00%−5,623−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−4,851−100.0%Sold out
Mount Lucas Management LP0$00.00%−4,651−100.0%Sold out
Andra AP-fonden0$00.00%−4,600−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−4,575−100.0%Sold out
Tredje AP-fonden0$00.00%−4,133−100.0%Sold out
GTS Securities LLC0$00.00%−4,089−100.0%Sold out
Agf Management Ltd0$00.00%−3,919−100.0%Sold out
Penserra Capital Management LLC0$00.00%−3,606−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−3,351−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−3,238−100.0%Sold out
Royal London Asset Management Ltd0$00.00%−3,066−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−2,975−100.0%Sold out
Stevens Capital Management LP0$00.00%−2,887−100.0%Sold out
Quadrature Capital Ltd0$00.00%−2,317−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−2,100−100.0%Sold out
Tokio Marine Asset Management Co Ltd0$00.00%−1,727−100.0%Sold out
Nomura Holdings Inc0$00.00%−1,622−100.0%Sold out
Quarry LP0$00.00%−1,494−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−1,474−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−1,410−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−1,350−100.0%Sold out
HB Wealth Management, LLC0$00.00%−1,305−100.0%Sold out
Longboard Asset Management, LP0$00.00%−1,088−100.0%Sold out
TownSquare Capital, LLC0$00.00%−1,061−100.0%Sold out
CFC Planning Co LLC0$00.00%−1,053−100.0%Sold out
Ballast Advisors LLC0$00.00%−1,011−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−1,006−100.0%Sold out