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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 2,182 | $472.7K | 0.00% | +226+11.6% | Added |
| denkapparat Operations GmbH | 2,182 | $472.6K | 0.30% | −688−24.0% | Reduced |
| Fifth Third Bancorp | 2,160 | $467.9K | 0.00% | +95+4.6% | Added |
| Real Talk Capital, LLC | 2,152 | $466.2K | 0.50% | +28+1.3% | Added |
| Optimize Financial Inc | 2,135 | $462.4K | 0.24% | +315+17.3% | Added |
| KBC Group NV | 2,082 | $451.0K | 0.00% | −107−4.9% | Reduced |
| WFA Asset Management Corp | 2,251 | $447.6K | 0.24% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,036 | $441.0K | 0.01% | +2,036 | New |
| Clearstead Advisors, LLC | 2,021 | $437.7K | 0.01% | +243+13.7% | Added |
| Ritholtz Wealth Management | 2,011 | $435.6K | 0.01% | −669−25.0% | Reduced |
| CWM, LLC | 2,002 | $434.0K | 0.00% | −1,230−38.1% | Reduced |
| Silvercrest Asset Management Group LLC | 1,999 | $433.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,998 | $432.8K | 0.00% | −8,024−80.1% | Reduced |
| Empirical Finance, LLC | 1,979 | $428.7K | 0.02% | +20+1.0% | Added |
| Omers Administration Corp | 1,925 | $417.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,916 | $415.0K | 0.01% | +403+26.6% | Added |
| US Bancorp | 1,891 | $409.7K | 0.00% | +376+24.8% | Added |
| Commerce Bank | 1,882 | $407.6K | 0.00% | +60+3.3% | Added |
| Headlands Technologies LLC | 1,856 | $402.0K | 0.03% | +1,856 | New |
| Asset Management One Co.,Ltd. | 1,811 | $392.3K | 0.00% | +145+8.7% | Added |
| Sanctuary Advisors, LLC | 1,809 | $391.9K | 0.00% | −130−6.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,804 | $390.7K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,784 | $386.4K | 0.01% | −16,118−90.0% | Reduced |
| Colony Group, LLC | 1,993 | $381.5K | 0.00% | −418−17.3% | Reduced |
| Ifrah Financial Services, Inc. | 1,738 | $376.5K | 0.10% | −24−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 1,700 | $368.1K | 0.00% | −24−1.4% | Reduced |
| Cornerstone Investment Partners, LLC | 1,650 | $357.4K | 0.01% | +1,650 | New |
| Trexquant Investment LP | 1,617 | $350.2K | 0.00% | +1,617 | New |
| HighPoint Advisor Group LLC | 1,609 | $348.5K | 0.02% | +370+29.9% | Added |
| AlphaCore Capital LLC | 1,608 | $348.3K | 0.01% | −19−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,607 | $348.1K | 0.01% | −10−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,600 | $346.6K | 0.00% | −51−3.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,583 | $342.9K | 0.08% | −518−24.7% | Reduced |
| Versor Investments LP | 1,577 | $341.6K | 0.06% | −6,651−80.8% | Reduced |
| Commonwealth Equity Services, LLC | 1,575 | $341.0K | 0.00% | +437+38.4% | Added |
| Brevan Howard Capital Management LP | 1,573 | $340.7K | 0.00% | −3,639−69.8% | Reduced |
| Horizon Advisory Services, Inc. | 1,567 | $339.4K | 0.17% | −25−1.6% | Reduced |
| Farther Finance Advisors, LLC | 1,562 | $338.2K | 0.01% | +1,163+291.5% | Added |
| GAMMA Investing LLC | 1,530 | $331.4K | 0.02% | +3+0.2% | Added |
| CIBC Private Wealth Group, LLC | 1,521 | $329.4K | 0.00% | −208−12.0% | Reduced |
| Syon Capital LLC | 1,513 | $327.7K | 0.02% | +413+37.5% | Added |
| Meeder Advisory Services, Inc. | 1,501 | $325.1K | 0.02% | −214−12.5% | Reduced |
| Quadrant Capital Group LLC | 1,488 | $322.3K | 0.01% | +65+4.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,478 | $320.1K | 0.00% | +398+36.9% | Added |
| Korea Investment CORP | 1,455 | $315.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,445 | $313.0K | 0.00% | +512+54.9% | Added |
| Atomi Financial Group, Inc. | 1,420 | $307.6K | 0.01% | +31+2.2% | Added |
| MUFG Securities Americas Inc. | 1,361 | $294.8K | 0.02% | +237+21.1% | Added |
| Pensionmark Financial Group, LLC | 1,356 | $293.8K | 0.01% | −334−19.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,355 | $293.5K | 0.01% | +44+3.4% | Added |
| Hilltop Holdings Inc. | 1,354 | $293.2K | 0.02% | +8+0.6% | Added |
| C M Bidwell & Associates Ltd | 1,352 | $292.8K | 0.14% | −90−6.2% | Reduced |
| Polymer Capital Management (US) LLC | 1,340 | $290.2K | 0.04% | −1,562−53.8% | Reduced |
| Merit Financial Group, LLC | 1,316 | $285.1K | 0.00% | −28−2.1% | Reduced |
| Burney Co | 1,285 | $278.3K | 0.01% | −1,000−43.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,283 | $277.9K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,266 | $274.2K | 0.00% | +4+0.3% | Added |
| Exchange Traded Concepts, LLC | 1,247 | $270.1K | 0.00% | +9+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,242 | $268.9K | 0.00% | −242−16.3% | Reduced |
| Tobias Financial Advisors, Inc. | 1,226 | $265.6K | 0.04% | +26+2.2% | Added |
| HB Wealth Management, LLC | 1,224 | $265.1K | 0.00% | +1,224 | New |
| SageView Advisory Group, LLC | 1,223 | $265.0K | 0.01% | +1,223 | New |
| Nomura Holdings Inc | 1,213 | $262.7K | 0.00% | +1,213 | New |
| STRS Ohio | 1,212 | $262.5K | 0.00% | −12,945−91.4% | Reduced |
| 111 Capital | 1,212 | $262.5K | 0.05% | +1,212 | New |
| Prelude Capital Management, LLC | 1,210 | $262.1K | 0.02% | −118−8.9% | Reduced |
| J.W. Cole Advisors, Inc. | 1,204 | $260.7K | 0.00% | −131−9.8% | Reduced |
| Regions Financial Corp | 1,201 | $260.1K | 0.00% | +163+15.7% | Added |
| Ramirez Asset Management, Inc. | 1,180 | $255.6K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,176 | $254.7K | 0.00% | −716−37.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,170 | $253.4K | 0.02% | +1,162+14,525.0% | Added |
| NDVR, Inc. | 1,165 | $252.3K | 0.21% | −54−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,152 | $250.0K | 0.00% | −107−8.5% | Reduced |
| Patton Fund Management, Inc. | 1,153 | $249.7K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,144 | $248.0K | 0.00% | −500−30.4% | Reduced |
| Metis Global Partners, LLC | 1,137 | $246.3K | 0.01% | −82−6.7% | Reduced |
| TD Private Client Wealth LLC | 1,136 | $246.1K | 0.01% | +593+109.2% | Added |
| Csenge Advisory Group | 1,132 | $245.3K | 0.01% | −328−22.5% | Reduced |
| Wealthfront Advisers LLC | 1,113 | $241.1K | 0.00% | +1,113 | New |
| SC&H Financial Advisors, Inc. | 1,110 | $240.4K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,109 | $240.2K | 0.03% | +11+1.0% | Added |
| LRI Investments, LLC | 1,092 | $236.4K | 0.02% | +321+41.6% | Added |
| Applied Finance Capital Management, LLC | 1,088 | $235.7K | 0.02% | −170−13.5% | Reduced |
| Cookson Peirce & Co Inc | 1,086 | $235.2K | 0.01% | −3,703−77.3% | Reduced |
| Camden Capital, LLC | 1,079 | $233.7K | 0.02% | +1,079 | New |
| Cresset Asset Management, LLC | 1,068 | $231.3K | 0.00% | +39+3.8% | Added |
| Arista Wealth Management, LLC | 1,064 | $230.5K | 0.03% | +1,064 | New |
| Calamos Wealth Management LLC | 1,060 | $229.6K | 0.01% | −157−12.9% | Reduced |
| Steel Peak Wealth Management LLC | 1,028 | $222.7K | 0.01% | +1,028 | New |
| Atria Investments LLC | 1,028 | $222.6K | 0.00% | −465−31.1% | Reduced |
| CFC Planning Co LLC | 1,023 | $221.6K | 0.19% | +1,023 | New |
| WBH Advisory Inc | 1,000 | $216.6K | 0.02% | +1,000 | New |
| Kestra Private Wealth Services, LLC | 995 | $215.4K | 0.00% | +995 | New |
| Ballast Advisors LLC | 988 | $214.0K | 0.06% | +988 | New |
| Scratch Capital LLC | 976 | $211.4K | 0.14% | +976 | New |
| NEOS Investment Management LLC | 968 | $209.7K | 0.00% | +968 | New |
| MUFG Securities EMEA plc | 966 | $209.2K | 0.01% | −5,285−84.5% | Reduced |
| Humankind Investments LLC | 948 | $205.3K | 0.05% | +948 | New |
| Callan Family Office, LLC | 938 | $203.2K | 0.01% | +938 | New |
| Global Retirement Partners, LLC | 911 | $197.3K | 0.00% | −30−3.2% | Reduced |