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
Howard Hughes Medical Institute11$2.38K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC10$2.17K0.00%00.0%Unchanged
Sachetta, LLC10$2.17K0.00%+10New
Cloud Capital Management, LLC13$2.00K0.00%+13New
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
SOA Wealth Advisors, LLC.8$1.64K0.00%00.0%Unchanged
Rossby Financial, LCC7$1.52K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC7$1.52K0.00%+7New
SBI Securities Co., Ltd.7$1.52K0.00%+7New
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
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
Hazlett, Burt & Watson, Inc.5$1.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.4$8670.00%+1+33.3%Added
Tortoise Investment Management, LLC4$8660.00%+2+100.0%Added
ORG Partners LLC4$8660.00%+4New
Dunhill Financial, LLC4$8650.00%00.0%Unchanged
Turning Point Benefit Group, Inc.3$6520.00%+3New
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
Johnson Financial Group, Inc.2$4340.00%+2New
Anfield Capital Management, LLC2$4330.00%+2New
Essential Partners LLC1$2190.00%+1New
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
Y.D. More Investments Ltd39$260.00%−8−17.0%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund2$00.00%00.0%Unchanged
Avion Wealth3$00.00%00.0%Unchanged
Rakuten Investment Management, Inc.8,914––+8,914New
Shell Asset Management Co0$00.00%−17,011−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−69,460−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−60,818−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−59,112−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−24,363−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−21,107−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−18,319−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−14,280−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−10,694−100.0%Sold out
XTX Topco Ltd0$00.00%−10,546−100.0%Sold out
Centiva Capital, LP0$00.00%−9,368−100.0%Sold out
Twinbeech Capital LP0$00.00%−9,300−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−8,310−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−7,823−100.0%Sold out
Quantessence Capital LLC0$00.00%−7,527−100.0%Sold out
Jain Global LLC0$00.00%−5,451−100.0%Sold out
1832 Asset Management L.P.0$00.00%−5,250−100.0%Sold out
Swedbank AB0$00.00%−4,960−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−4,862−100.0%Sold out
Jump Financial, LLC0$00.00%−4,672−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,924−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,709−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−3,404−100.0%Sold out
Atom Investors LP0$00.00%−3,200−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−3,100−100.0%Sold out
Virtu Financial LLC0$00.00%−2,964−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−2,890−100.0%Sold out
Freestone Grove Partners LP0$00.00%−2,885−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−2,439−100.0%Sold out
MQS Management LLC0$00.00%−2,331−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,293−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−2,273−100.0%Sold out
FORA Capital, LLC0$00.00%−2,160−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−2,045−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−2,025−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,835−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−1,784−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−1,710−100.0%Sold out
Net Worth Advisory Group0$00.00%−1,664−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,640−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−1,582−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−1,402−100.0%Sold out
Machina Capital S.A.S.0$00.00%−1,357−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−1,333−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,300−100.0%Sold out
SOL Capital Management CO0$00.00%−1,200−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,200−100.0%Sold out
Menard Financial Group LLC0$00.00%−1,192−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−1,109−100.0%Sold out
Challenger Wealth Management0$00.00%−1,100−100.0%Sold out
Qtron Investments LLC0$00.00%−1,033−100.0%Sold out
Everence Capital Management Inc0$00.00%−1,030−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−333−100.0%Sold out
Skopos Labs, Inc.0$00.00%−271−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−183−100.0%Sold out
ORG Wealth Partners, LLC0$00.00%−140−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−122−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−54−100.0%Sold out