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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 149 | $32.0K | 0.00% | +59+65.6% | Added |
| Bokf, NA | 150 | $32.5K | 0.00% | +150 | New |
| Root Financial Partners, LLC | 155 | $33.6K | 0.00% | +155 | New |
| Cullen/Frost Bankers, Inc. | 155 | $33.6K | 0.00% | +7+4.7% | Added |
| REAP Financial Group, LLC | 161 | $34.8K | 0.01% | +17+11.8% | Added |
| Umb Bank N A | 161 | $34.9K | 0.00% | +126+360.0% | Added |
| Aster Capital Management (DIFC) Ltd | 165 | $35.7K | 0.02% | +23+16.2% | Added |
| Cromwell Holdings LLC | 166 | $36.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 208 | $45.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 211 | $45.7K | 0.00% | +211 | New |
| Bryn Mawr Trust Co | 221 | $47.9K | 0.00% | +2+0.9% | Added |
| Jones Financial Companies LLLP | 223 | $48.0K | 0.00% | +31+16.1% | Added |
| Zions Bancorporation, National Association | 232 | $50.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 255 | $55.2K | 0.00% | −16−5.9% | Reduced |
| Assetmark, Inc | 263 | $57.0K | 0.00% | +165+168.4% | Added |
| IFP Advisors, Inc | 320 | $69.3K | 0.00% | −210−39.6% | Reduced |
| Parkside Financial Bank & Trust | 323 | $70.0K | 0.01% | +46+16.6% | Added |
| Acadian Asset Management LLC | 337 | $72.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 368 | $79.7K | 0.00% | +368 | New |
| Ci Investments Inc. | 390 | $84.0K | 0.00% | −157−28.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 427 | $92.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 429 | $92.9K | 0.01% | +429 | New |
| Steward Partners Investment Advisory, LLC | 469 | $101.6K | 0.00% | +101+27.4% | Added |
| Ameriflex Group, Inc. | 470 | $101.8K | 0.04% | +235+100.0% | Added |
| Canada Post Corp Registered Pension Plan | 516 | $110.7K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 525 | $112.6K | 0.00% | −31−5.6% | Reduced |
| Central Pacific Bank - Trust Division | 540 | $117.0K | 0.01% | −20−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 543 | $117.6K | 0.00% | +18+3.4% | Added |
| Covestor Ltd | 571 | $124.0K | 0.07% | +210+58.2% | Added |
| Quest Partners LLC | 620 | $134.3K | 0.01% | +32+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 714 | $154.7K | 0.00% | +379+113.1% | Added |
| Harbor Investment Advisory, LLC | 723 | $156.6K | 0.01% | −250−25.7% | Reduced |
| Bullock Wealth Management Group | 746 | $162.2K | 0.08% | −53−6.6% | Reduced |
| Point72 Europe (London) LLP | 757 | $164.1K | 0.01% | +757 | New |
| CX Institutional | 786 | $170.0K | 0.01% | +120+18.0% | Added |
| Horizon Investments, LLC | 789 | $170.9K | 0.00% | −10−1.3% | Reduced |
| Advisory Services Network, LLC | 792 | $171.6K | 0.00% | +792 | New |
| Principia Wealth Advisory, LLC | 820 | $177.6K | 0.13% | −11−1.3% | Reduced |
| USA Financial Portformulas Corp | 866 | $187.6K | 0.03% | −161−15.7% | Reduced |
| HM Payson & Co | 881 | $190.8K | 0.00% | +866+5,773.3% | Added |
| Tower Research Capital LLC (TRC) | 883 | $191.3K | 0.01% | −956−52.0% | Reduced |
| Global Retirement Partners, LLC | 911 | $197.3K | 0.00% | −30−3.2% | Reduced |
| Callan Family Office, LLC | 938 | $203.2K | 0.01% | +938 | New |
| Humankind Investments LLC | 948 | $205.3K | 0.05% | +948 | New |
| MUFG Securities EMEA plc | 966 | $209.2K | 0.01% | −5,285−84.5% | Reduced |
| NEOS Investment Management LLC | 968 | $209.7K | 0.00% | +968 | New |
| Scratch Capital LLC | 976 | $211.4K | 0.14% | +976 | New |
| Ballast Advisors LLC | 988 | $214.0K | 0.06% | +988 | New |
| Kestra Private Wealth Services, LLC | 995 | $215.4K | 0.00% | +995 | New |
| WBH Advisory Inc | 1,000 | $216.6K | 0.02% | +1,000 | New |
| CFC Planning Co LLC | 1,023 | $221.6K | 0.19% | +1,023 | New |
| Atria Investments LLC | 1,028 | $222.6K | 0.00% | −465−31.1% | Reduced |
| Steel Peak Wealth Management LLC | 1,028 | $222.7K | 0.01% | +1,028 | New |
| Calamos Wealth Management LLC | 1,060 | $229.6K | 0.01% | −157−12.9% | Reduced |
| Arista Wealth Management, LLC | 1,064 | $230.5K | 0.03% | +1,064 | New |
| Cresset Asset Management, LLC | 1,068 | $231.3K | 0.00% | +39+3.8% | Added |
| Camden Capital, LLC | 1,079 | $233.7K | 0.02% | +1,079 | New |
| Cookson Peirce & Co Inc | 1,086 | $235.2K | 0.01% | −3,703−77.3% | Reduced |
| Applied Finance Capital Management, LLC | 1,088 | $235.7K | 0.02% | −170−13.5% | Reduced |
| LRI Investments, LLC | 1,092 | $236.4K | 0.02% | +321+41.6% | Added |
| Catalyst Financial Partners LLC | 1,109 | $240.2K | 0.03% | +11+1.0% | Added |
| SC&H Financial Advisors, Inc. | 1,110 | $240.4K | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 1,113 | $241.1K | 0.00% | +1,113 | New |
| Csenge Advisory Group | 1,132 | $245.3K | 0.01% | −328−22.5% | Reduced |
| TD Private Client Wealth LLC | 1,136 | $246.1K | 0.01% | +593+109.2% | Added |
| Metis Global Partners, LLC | 1,137 | $246.3K | 0.01% | −82−6.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,144 | $248.0K | 0.00% | −500−30.4% | Reduced |
| Patton Fund Management, Inc. | 1,153 | $249.7K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,152 | $250.0K | 0.00% | −107−8.5% | Reduced |
| NDVR, Inc. | 1,165 | $252.3K | 0.21% | −54−4.4% | Reduced |
| Ameritas Advisory Services, LLC | 1,170 | $253.4K | 0.02% | +1,162+14,525.0% | Added |
| Vontobel Holding Ltd. | 1,176 | $254.7K | 0.00% | −716−37.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,180 | $255.6K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 1,201 | $260.1K | 0.00% | +163+15.7% | Added |
| J.W. Cole Advisors, Inc. | 1,204 | $260.7K | 0.00% | −131−9.8% | Reduced |
| Prelude Capital Management, LLC | 1,210 | $262.1K | 0.02% | −118−8.9% | Reduced |
| STRS Ohio | 1,212 | $262.5K | 0.00% | −12,945−91.4% | Reduced |
| 111 Capital | 1,212 | $262.5K | 0.05% | +1,212 | New |
| Nomura Holdings Inc | 1,213 | $262.7K | 0.00% | +1,213 | New |
| SageView Advisory Group, LLC | 1,223 | $265.0K | 0.01% | +1,223 | New |
| HB Wealth Management, LLC | 1,224 | $265.1K | 0.00% | +1,224 | New |
| Tobias Financial Advisors, Inc. | 1,226 | $265.6K | 0.04% | +26+2.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,242 | $268.9K | 0.00% | −242−16.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,247 | $270.1K | 0.00% | +9+0.7% | Added |
| Vident Advisory, LLC | 1,266 | $274.2K | 0.00% | +4+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,283 | $277.9K | 0.00% | 00.0% | Unchanged |
| Burney Co | 1,285 | $278.3K | 0.01% | −1,000−43.8% | Reduced |
| Merit Financial Group, LLC | 1,316 | $285.1K | 0.00% | −28−2.1% | Reduced |
| Polymer Capital Management (US) LLC | 1,340 | $290.2K | 0.04% | −1,562−53.8% | Reduced |
| C M Bidwell & Associates Ltd | 1,352 | $292.8K | 0.14% | −90−6.2% | Reduced |
| Hilltop Holdings Inc. | 1,354 | $293.2K | 0.02% | +8+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,355 | $293.5K | 0.01% | +44+3.4% | Added |
| Pensionmark Financial Group, LLC | 1,356 | $293.8K | 0.01% | −334−19.8% | Reduced |
| MUFG Securities Americas Inc. | 1,361 | $294.8K | 0.02% | +237+21.1% | Added |
| Atomi Financial Group, Inc. | 1,420 | $307.6K | 0.01% | +31+2.2% | Added |
| Ronald Blue Trust, Inc. | 1,445 | $313.0K | 0.00% | +512+54.9% | Added |
| Korea Investment CORP | 1,455 | $315.2K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,478 | $320.1K | 0.00% | +398+36.9% | Added |
| Quadrant Capital Group LLC | 1,488 | $322.3K | 0.01% | +65+4.6% | Added |
| Meeder Advisory Services, Inc. | 1,501 | $325.1K | 0.02% | −214−12.5% | Reduced |