Skip to main content
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, Q3 2025

Institutional positions in Assurant, Inc. as of Sep 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
542
+2 vs. Q2 2025
Shares held
47.0M
−413.5K (−0.9%) vs. Q2 2025
Total value
$10.2B
+$813.2M (+8.7%) vs. Q2 2025
New holders
71
200 more added
Sold out
69
201 more reduced

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 542 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 heldQ3 2025: $10.2B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2025.

Institutions holding AIZ in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund2$00.00%00.0%Unchanged
Avion Wealth3$00.00%00.0%Unchanged
Y.D. More Investments Ltd39$260.00%−8−17.0%Reduced
Kilter Group LLC1$2170.00%00.0%Unchanged
WestEnd Advisors, LLC1$2170.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1$2170.00%00.0%Unchanged
Activest Wealth Management1$2170.00%+1New
Seneschal Advisors, LLC1$2170.00%+1New
Essential Partners LLC1$2190.00%+1New
Anfield Capital Management, LLC2$4330.00%+2New
Johnson Financial Group, Inc.2$4340.00%+2New
Atlantic Trust, LLC3$6500.00%−48−94.1%Reduced
AdvisorNet Financial, Inc3$6500.00%−1−25.0%Reduced
Motco3$6500.00%00.0%Unchanged
Cedar Mountain Advisors, LLC3$6500.00%+3New
Wealth Watch Advisors, INC3$6500.00%+3New
Turning Point Benefit Group, Inc.3$6520.00%+3New
Dunhill Financial, LLC4$8650.00%00.0%Unchanged
Tortoise Investment Management, LLC4$8660.00%+2+100.0%Added
ORG Partners LLC4$8660.00%+4New
UMA Financial Services, Inc.4$8670.00%+1+33.3%Added
Hazlett, Burt & Watson, Inc.5$1.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC5$1.08K0.00%−2−28.6%Reduced
HFM Investment Advisors, LLC5$1.08K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$1.08K0.00%+2+66.7%Added
South State Corp.5$1.08K0.00%+5New
Private Wealth Management Group, LLC6$1.30K0.00%−9−60.0%Reduced
Trifecta Capital Advisors, LLC6$1.30K0.00%00.0%Unchanged
Rise Advisors, LLC6$1.30K0.00%+3+100.0%Added
SBI Securities Co., Ltd.7$1.52K0.00%+7New
Retirement Wealth Solutions LLC7$1.52K0.00%+7New
Rossby Financial, LCC7$1.52K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$1.64K0.00%00.0%Unchanged
Rothschild Investment LLC8$1.73K0.00%−12−60.0%Reduced
SJS Investment Consulting Inc.8$1.73K0.00%00.0%Unchanged
United Community Bank8$1.73K0.00%+8New
Glen Eagle Advisors, LLC8$1.73K0.00%+8New
Cloud Capital Management, LLC13$2.00K0.00%+13New
Sachetta, LLC10$2.17K0.00%+10New
Mowery & Schoenfeld Wealth Management, LLC10$2.17K0.00%00.0%Unchanged
Howard Hughes Medical Institute11$2.38K0.00%00.0%Unchanged
Spire Wealth Management12$2.60K0.00%+1+9.1%Added
DiNuzzo Private Wealth, Inc.13$2.80K0.00%00.0%Unchanged
Central Trust Co13$2.82K0.00%00.0%Unchanged
True Wealth Design, LLC14$3.10K0.00%+13+1,300.0%Added
Larson Financial Group LLC14$3.14K0.00%−36−72.0%Reduced
Colonial Trust Co15$3.25K0.00%00.0%Unchanged
Maseco LLP16$3.48K0.00%00.0%Unchanged
J.Safra Asset Management Corp17$3.68K0.00%−80−82.5%Reduced
Bell Investment Advisors, Inc17$3.68K0.00%00.0%Unchanged
Addison Advisors LLC21$4.55K0.00%+9+75.0%Added
Wealthspire Advisors, LLC21$4.55K0.00%+21New
Valley National Advisers Inc27$5.00K0.00%−3−10.0%Reduced
Bruce G. Allen Investments, LLC24$5.20K0.00%00.0%Unchanged
Manchester Capital Management LLC24$5.20K0.00%00.0%Unchanged
MV Capital Management, Inc.24$5.20K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$5.42K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC27$5.85K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC27$5.85K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd31$7.00K0.00%+31New
Grove Bank & Trust33$7.15K0.00%00.0%Unchanged
Alerus Financial NA35$7.58K0.00%−42−54.5%Reduced
Strategic Wealth Partners, Ltd.36$7.80K0.00%+36New
Hantz Financial Services, Inc.38$8.00K0.00%+21+123.5%Added
Transamerica Financial Advisors, Inc.41$8.70K0.00%+41New
Cornerstone Planning Group LLC41$8.71K0.00%+28+215.4%Added
Huntington National Bank46$9.96K0.00%−143−75.7%Reduced
North Capital, Inc.46$9.96K0.01%+1+2.2%Added
Capital Advisors, Ltd. LLC45$10.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC49$10.6K0.00%−4−7.5%Reduced
Caitong International Asset Management Co., Ltd54$11.7K0.01%+54New
Park Square Financial Group, LLC55$11.9K0.05%−39−41.5%Reduced
JFS Wealth Advisors, LLC55$11.9K0.00%00.0%Unchanged
CoreCap Advisors, LLC55$11.9K0.00%+1+1.9%Added
Harbour Investments, Inc.56$12.1K0.00%00.0%Unchanged
Richardson Financial Services Inc.57$12.3K0.01%+10+21.3%Added
Cetera Trust Company, N.A60$13.0K0.01%00.0%Unchanged
Copia Wealth Management62$13.4K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC68$14.9K0.00%00.0%Unchanged
Center for Financial Planning, Inc.75$16.2K0.00%00.0%Unchanged
Private Trust Co NA82$17.8K0.00%−15−15.5%Reduced
Kayne Anderson Rudnick Investment Management LLC84$18.2K0.00%00.0%Unchanged
Clear Street Markets LLC86$18.6K0.01%+52+152.9%Added
Smithfield Trust Co95$21.0K0.00%00.0%Unchanged
Guerra Advisors Inc97$21.0K0.01%+97New
Massmutual Trust Co FSB99$21.4K0.00%+21+26.9%Added
State of Wyoming105$22.7K0.00%−621−85.5%Reduced
Parallel Advisors, LLC107$23.2K0.00%−11−9.3%Reduced
JPL Wealth Management, LLC107$23.2K0.01%+107New
Quarry LP112$24.3K0.01%+112New
Raleigh Capital Management Inc.113$24.4K0.01%−3−2.6%Reduced
Allworth Financial LP117$25.4K0.00%−107−47.8%Reduced
Brown Brothers Harriman & Co124$26.9K0.00%+37+42.5%Added
Concord Wealth Partners125$27.1K0.00%00.0%Unchanged
Plato Investment Management Ltd126$27.1K0.00%−850−87.1%Reduced
Versant Capital Management, Inc126$27.3K0.00%+53+72.6%Added
Alpine Bank Wealth Management135$29.2K0.00%+1+0.7%Added
Hemington Wealth Management139$30.0K0.00%00.0%Unchanged
Sentry Investment Management LLC141$31.0K0.02%−5−3.4%Reduced
Onefund, LLC146$31.6K0.02%+8+5.8%Added