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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 883 | $191.3K | 0.01% | −956−52.0% | Reduced |
| HM Payson & Co | 881 | $190.8K | 0.00% | +866+5,773.3% | Added |
| USA Financial Portformulas Corp | 866 | $187.6K | 0.03% | −161−15.7% | Reduced |
| Principia Wealth Advisory, LLC | 820 | $177.6K | 0.13% | −11−1.3% | Reduced |
| Advisory Services Network, LLC | 792 | $171.6K | 0.00% | +792 | New |
| Horizon Investments, LLC | 789 | $170.9K | 0.00% | −10−1.3% | Reduced |
| CX Institutional | 786 | $170.0K | 0.01% | +120+18.0% | Added |
| Point72 Europe (London) LLP | 757 | $164.1K | 0.01% | +757 | New |
| Bullock Wealth Management Group | 746 | $162.2K | 0.08% | −53−6.6% | Reduced |
| Harbor Investment Advisory, LLC | 723 | $156.6K | 0.01% | −250−25.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 714 | $154.7K | 0.00% | +379+113.1% | Added |
| Quest Partners LLC | 620 | $134.3K | 0.01% | +32+5.4% | Added |
| Covestor Ltd | 571 | $124.0K | 0.07% | +210+58.2% | Added |
| EverSource Wealth Advisors, LLC | 543 | $117.6K | 0.00% | +18+3.4% | Added |
| Central Pacific Bank - Trust Division | 540 | $117.0K | 0.01% | −20−3.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 525 | $112.6K | 0.00% | −31−5.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 516 | $110.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 470 | $101.8K | 0.04% | +235+100.0% | Added |
| Steward Partners Investment Advisory, LLC | 469 | $101.6K | 0.00% | +101+27.4% | Added |
| Quent Capital, LLC | 429 | $92.9K | 0.01% | +429 | New |
| GPS Wealth Strategies Group, LLC | 427 | $92.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 390 | $84.0K | 0.00% | −157−28.7% | Reduced |
| Mather Group, LLC. | 368 | $79.7K | 0.00% | +368 | New |
| Acadian Asset Management LLC | 337 | $72.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 323 | $70.0K | 0.01% | +46+16.6% | Added |
| IFP Advisors, Inc | 320 | $69.3K | 0.00% | −210−39.6% | Reduced |
| Assetmark, Inc | 263 | $57.0K | 0.00% | +165+168.4% | Added |
| MAI Capital Management | 255 | $55.2K | 0.00% | −16−5.9% | Reduced |
| Zions Bancorporation, National Association | 232 | $50.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 223 | $48.0K | 0.00% | +31+16.1% | Added |
| Bryn Mawr Trust Co | 221 | $47.9K | 0.00% | +2+0.9% | Added |
| Rockefeller Capital Management L.P. | 211 | $45.7K | 0.00% | +211 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 208 | $45.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 166 | $36.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 165 | $35.7K | 0.02% | +23+16.2% | Added |
| Umb Bank N A | 161 | $34.9K | 0.00% | +126+360.0% | Added |
| REAP Financial Group, LLC | 161 | $34.8K | 0.01% | +17+11.8% | Added |
| Cullen/Frost Bankers, Inc. | 155 | $33.6K | 0.00% | +7+4.7% | Added |
| Root Financial Partners, LLC | 155 | $33.6K | 0.00% | +155 | New |
| Bokf, NA | 150 | $32.5K | 0.00% | +150 | New |
| Smartleaf Asset Management LLC | 149 | $32.0K | 0.00% | +59+65.6% | Added |
| Onefund, LLC | 146 | $31.6K | 0.02% | +8+5.8% | Added |
| Sentry Investment Management LLC | 141 | $31.0K | 0.02% | −5−3.4% | Reduced |
| Hemington Wealth Management | 139 | $30.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 135 | $29.2K | 0.00% | +1+0.7% | Added |
| Versant Capital Management, Inc | 126 | $27.3K | 0.00% | +53+72.6% | Added |
| Plato Investment Management Ltd | 126 | $27.1K | 0.00% | −850−87.1% | Reduced |
| Concord Wealth Partners | 125 | $27.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 124 | $26.9K | 0.00% | +37+42.5% | Added |
| Allworth Financial LP | 117 | $25.4K | 0.00% | −107−47.8% | Reduced |
| Raleigh Capital Management Inc. | 113 | $24.4K | 0.01% | −3−2.6% | Reduced |
| Quarry LP | 112 | $24.3K | 0.01% | +112 | New |
| JPL Wealth Management, LLC | 107 | $23.2K | 0.01% | +107 | New |
| Parallel Advisors, LLC | 107 | $23.2K | 0.00% | −11−9.3% | Reduced |
| State of Wyoming | 105 | $22.7K | 0.00% | −621−85.5% | Reduced |
| Massmutual Trust Co FSB | 99 | $21.4K | 0.00% | +21+26.9% | Added |
| Guerra Advisors Inc | 97 | $21.0K | 0.01% | +97 | New |
| Smithfield Trust Co | 95 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 86 | $18.6K | 0.01% | +52+152.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $18.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 82 | $17.8K | 0.00% | −15−15.5% | Reduced |
| Center for Financial Planning, Inc. | 75 | $16.2K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 68 | $14.9K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $13.4K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $13.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 57 | $12.3K | 0.01% | +10+21.3% | Added |
| Harbour Investments, Inc. | 56 | $12.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 55 | $11.9K | 0.05% | −39−41.5% | Reduced |
| JFS Wealth Advisors, LLC | 55 | $11.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 55 | $11.9K | 0.00% | +1+1.9% | Added |
| Caitong International Asset Management Co., Ltd | 54 | $11.7K | 0.01% | +54 | New |
| Fortitude Family Office, LLC | 49 | $10.6K | 0.00% | −4−7.5% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 46 | $9.96K | 0.00% | −143−75.7% | Reduced |
| North Capital, Inc. | 46 | $9.96K | 0.01% | +1+2.2% | Added |
| Cornerstone Planning Group LLC | 41 | $8.71K | 0.00% | +28+215.4% | Added |
| Transamerica Financial Advisors, Inc. | 41 | $8.70K | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 38 | $8.00K | 0.00% | +21+123.5% | Added |
| Strategic Wealth Partners, Ltd. | 36 | $7.80K | 0.00% | +36 | New |
| Alerus Financial NA | 35 | $7.58K | 0.00% | −42−54.5% | Reduced |
| Grove Bank & Trust | 33 | $7.15K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $7.00K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 27 | $5.85K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 27 | $5.85K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $5.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $5.20K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $5.20K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 27 | $5.00K | 0.00% | −3−10.0% | Reduced |
| Addison Advisors LLC | 21 | $4.55K | 0.00% | +9+75.0% | Added |
| Wealthspire Advisors, LLC | 21 | $4.55K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 17 | $3.68K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 17 | $3.68K | 0.00% | −80−82.5% | Reduced |
| Maseco LLP | 16 | $3.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $3.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $3.14K | 0.00% | −36−72.0% | Reduced |
| True Wealth Design, LLC | 14 | $3.10K | 0.00% | +13+1,300.0% | Added |
| Central Trust Co | 13 | $2.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $2.60K | 0.00% | +1+9.1% | Added |