Skip to main content

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

Q3 2025 vs. Q2 2025

How the institutions holding Assurant, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of AIZ: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders5488542+2
Shares48.0M684.1K47.0M−413.5K (−0.9%)
Value$9.49B$135.1M$10.2B+$813.2M (+8.7%)

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held Assurant, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to AIZ in Q3 2025
InstitutionSharesValue% of portfolio
Deprince Race & Zollo Inc105,951$22.9M0.46%
Lord, Abbett & Co. LLC94,320$20.4M0.06%
Los Angeles Capital Management LLC84,246$18.2M0.06%
Lighthouse Investment Partners, LLC78,774$17.1M0.62%
Bridgewater Associates, LP56,582$12.3M0.05%
Susquehanna Portfolio Strategies, LLC23,895$5.18M0.08%
Credit Agricole S A12,852$2.78M0.01%
Elo Mutual Pension Insurance Co11,909$2.58M0.04%
Two Sigma Advisers, LP8,000$1.73M0.00%
Portfolio Design Labs, LLC6,133$1.33M0.23%
Ascent Group, LLC5,296$1.15M0.04%
CIBC Bancorp USA Inc.5,152$1.12M0.01%
Hillsdale Investment Management Inc.4,180$905.4K0.03%
Stevens Capital Management LP3,958$857.0K0.11%
Inceptionr LLC3,590$777.6K0.19%
Empowered Funds, LLC3,308$716.5K0.01%
Virginia Retirement Systems Et Al3,300$714.8K0.00%
Empower Advisory Group, LLC2,420$524.2K0.00%
DRW Securities, LLC2,237$485.5K0.02%
First Financial Bankshares Inc2,036$441.0K0.01%
Headlands Technologies LLC1,856$402.0K0.03%
Cornerstone Investment Partners, LLC1,650$357.4K0.01%
Trexquant Investment LP1,617$350.2K0.00%
HB Wealth Management, LLC1,224$265.1K0.00%
SageView Advisory Group, LLC1,223$265.0K0.01%
Nomura Holdings Inc1,213$262.7K0.00%
111 Capital1,212$262.5K0.05%
Wealthfront Advisers LLC1,113$241.1K0.00%
Camden Capital, LLC1,079$233.7K0.02%
Arista Wealth Management, LLC1,064$230.5K0.03%
Steel Peak Wealth Management LLC1,028$222.7K0.01%
CFC Planning Co LLC1,023$221.6K0.19%
WBH Advisory Inc1,000$216.6K0.02%
Kestra Private Wealth Services, LLC995$215.4K0.00%
Ballast Advisors LLC988$214.0K0.06%
Scratch Capital LLC976$211.4K0.14%
NEOS Investment Management LLC968$209.7K0.00%
Humankind Investments LLC948$205.3K0.05%
Callan Family Office, LLC938$203.2K0.01%
Advisory Services Network, LLC792$171.6K0.00%
Point72 Europe (London) LLP757$164.1K0.01%
Quent Capital, LLC429$92.9K0.01%
Mather Group, LLC.368$79.7K0.00%
Rockefeller Capital Management L.P.211$45.7K0.00%
Root Financial Partners, LLC155$33.6K0.00%
Bokf, NA150$32.5K0.00%
Quarry LP112$24.3K0.01%
JPL Wealth Management, LLC107$23.2K0.01%
Guerra Advisors Inc97$21.0K0.01%
Caitong International Asset Management Co., Ltd54$11.7K0.01%
Transamerica Financial Advisors, Inc.41$8.70K0.00%
Strategic Wealth Partners, Ltd.36$7.80K0.00%
Harvest Fund Management Co., Ltd31$7.00K0.00%
Wealthspire Advisors, LLC21$4.55K0.00%
Sachetta, LLC10$2.17K0.00%
Cloud Capital Management, LLC13$2.00K0.00%
United Community Bank8$1.73K0.00%
Glen Eagle Advisors, LLC8$1.73K0.00%
Retirement Wealth Solutions LLC7$1.52K0.00%
SBI Securities Co., Ltd.7$1.52K0.00%
South State Corp.5$1.08K0.00%
ORG Partners LLC4$8660.00%
Turning Point Benefit Group, Inc.3$6520.00%
Cedar Mountain Advisors, LLC3$6500.00%
Wealth Watch Advisors, INC3$6500.00%
Johnson Financial Group, Inc.2$4340.00%
Anfield Capital Management, LLC2$4330.00%
Essential Partners LLC1$2190.00%
Activest Wealth Management1$2170.00%
Seneschal Advisors, LLC1$2170.00%
Rakuten Investment Management, Inc.8,914––

Sold out (69)

Institutions that held Assurant, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of AIZ in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
BNP PARIBAS ASSET MANAGEMENT Holding S.A.69,460$13.7M
Caisse de Depot Et Placement du Quebec60,818$12.0M
Tudor Investment Corp Et Al59,112$11.7M
ExodusPoint Capital Management, LP24,363$4.81M
AMF Pensionsforsakring AB21,107$4.17M
Strategic Global Advisors, LLC18,319$3.62M
Shell Asset Management Co17,011$3.36M
Y-Intercept (Hong Kong) Ltd14,280$2.82M
Blueshift Asset Management, LLC10,694$2.11M
XTX Topco Ltd10,546$2.08M
Centiva Capital, LP9,368$1.85M
Twinbeech Capital LP9,300$1.84M
Ontario Teachers Pension Plan Board8,310$1.64M
Point72 (DIFC) Ltd7,823$1.54M
Quantessence Capital LLC7,527$1.49M
Jain Global LLC5,451$1.08M
1832 Asset Management L.P.5,250$1.04M
Swedbank AB4,960$979.5K
Great Lakes Advisors, LLC4,862$960.2K
Jump Financial, LLC4,672$922.7K
Bridgefront Capital, LLC3,924$775.0K
Fox Run Management, L.L.C.3,709$732.5K
Lecap Asset Management Ltd3,404$672.3K
Atom Investors LP3,200$632.0K
Grantham, Mayo, Van Otterloo & Co. LLC3,100$612.2K
Virtu Financial LLC2,964$585.0K
Oddo BHF Asset Management SAS2,890$570.7K
Freestone Grove Partners LP2,885$569.8K
National Wealth Management Group, LLC2,439$481.7K
MQS Management LLC2,331$460.3K
Sherbrooke Park Advisers LLC2,293$452.8K
ISAM Funds (UK) Ltd2,273$448.9K
FORA Capital, LLC2,160$426.6K
Impact Partnership Wealth, LLC2,045$403.9K
Counterpoint Mutual Funds LLC2,025$399.9K
Two Sigma Securities, LLC1,835$362.4K
Qsemble Capital Management, LP1,784$352.3K
Eqis Capital Management, Inc.1,710$337.7K
Net Worth Advisory Group1,664$328.6K
Dynamic Technology Lab Private Ltd1,640$324.0K
SummitTX Capital, L.P.1,582$312.4K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,402$276.9K
Machina Capital S.A.S.1,357$268.0K
V-Square Quantitative Management LLC1,333$263.3K
Bayesian Capital Management, LP1,300$256.7K
SOL Capital Management CO1,200$237.0K
MBB Public Markets I LLC1,200$237.0K
Menard Financial Group LLC1,192$235.4K
BI Asset Management Fondsmaeglerselskab A/S1,109$219.0K
Challenger Wealth Management1,100$217.2K
Qtron Investments LLC1,033$204.0K
Everence Capital Management Inc1,030$203.0K
Gitterman Wealth Management, LLC333$66.2K
Skopos Labs, Inc.271$53.5K
Geneos Wealth Management Inc.183$36.1K
ORG Wealth Partners, LLC140$27.7K
Mid-American Wealth Advisory Group, Inc.122$24.1K
Dogwood Wealth Management LLC54$10.3K
Twin Peaks Wealth Advisors, LLC29$6.07K
Whipplewood Advisors, LLC22$4.34K
WPG Advisers, LLC20$3.95K
Sierra Ocean, LLC17$3.37K
Mark Sheptoff Financial Planning, LLC15$2.96K
Kiker Wealth Management, LLC12$2.37K
NewSquare Capital LLC6$1.19K
Stephens Consulting, LLC6$1.19K
Clark Wealth Partners4$790
Transce3nd, LLC2$395
WealthTrak Capital Management LLC2$395

Not filed for Q3 2025 yet (8)

Institutions that held Assurant, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AIZ in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank664,845$131.3M
Congress Wealth Management LLC11,308$2.23M
CIBC World Markets Corp4,270$843.3K
Forte Capital LLC1,803$356.1K
Avantax Advisory Services, Inc.1,155$228.1K
Atlas Capital Advisors LLC502$99.1K
First Horizon Advisors, Inc.231$45.7K
Parkworth Wealth Management, Inc.2$395