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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, Q4 2025

Institutional positions in Assurant, Inc. as of Dec 31, 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
566
+35 vs. Q3 2025
Shares held
47.9M
+1.08M (+2.3%) vs. Q3 2025
Total value
$11.5B
+$1.40B (+13.7%) vs. Q3 2025
New holders
85
215 more added
Sold out
50
184 more reduced

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 566 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 heldQ4 2025: $11.5B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2025.

Institutions holding AIZ in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd36$270.00%−3−7.7%Reduced
Bartlett & Co. Wealth Management LLC1$2410.00%00.0%Unchanged
Seneschal Advisors, LLC1$2410.00%00.0%Unchanged
ZRC Wealth Management, LLC1$2410.00%+1New
Basecamp Wealth Advisors LLC1$2410.00%+1New
Essential Partners LLC1$2430.00%00.0%Unchanged
Anfield Capital Management, LLC2$4820.00%00.0%Unchanged
WestEnd Advisors, LLC2$4820.00%+1+100.0%Added
Turning Point Benefit Group, Inc.3$7220.00%00.0%Unchanged
United Community Bank3$7230.00%−5−62.5%Reduced
Motco3$7230.00%00.0%Unchanged
AdvisorNet Financial, Inc3$7230.00%00.0%Unchanged
Cedar Mountain Advisors, LLC3$7230.00%00.0%Unchanged
Cornerstone Financial Management LLC3$7230.00%+3New
Principia Wealth Advisory, LLC4$9630.00%−816−99.5%Reduced
Trust Co of Vermont4$9630.00%+4New
Ares Financial Consulting, LLC4$9630.00%+4New
Hazlett, Burt & Watson, Inc.5$1.00K0.00%00.0%Unchanged
Investors Portfolio Services LLC5$1.17K0.00%+5New
HFM Investment Advisors, LLC5$1.21K0.00%00.0%Unchanged
Kilter Group LLC5$1.21K0.00%+4+400.0%Added
Optima Capital LLC5$1.21K0.00%+5New
Dunhill Financial, LLC6$1.35K0.00%+2+50.0%Added
ORG Partners LLC6$1.44K0.00%+2+50.0%Added
Private Wealth Management Group, LLC6$1.45K0.00%00.0%Unchanged
Clayton Financial Group LLC6$1.45K0.00%+6New
SOA Wealth Advisors, LLC.7$1.57K0.00%−1−12.5%Reduced
Bay Harbor Wealth Management, LLC7$1.69K0.00%+2+40.0%Added
Rossby Financial, LCC7$1.69K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC7$1.69K0.00%00.0%Unchanged
SBI Securities Co., Ltd.7$1.69K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$1.93K0.00%00.0%Unchanged
Rialto Wealth Management, LLC8$1.93K0.00%+3+60.0%Added
Legacy Bridge, LLC8$1.93K0.00%+8New
Glen Eagle Advisors, LLC8$1.93K0.00%00.0%Unchanged
UMA Financial Services, Inc.9$2.17K0.00%+5+125.0%Added
Sachetta, LLC10$2.41K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC10$2.42K0.00%00.0%Unchanged
Howard Hughes Medical Institute11$2.65K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC11$2.65K0.00%+11New
Spire Wealth Management12$2.89K0.00%00.0%Unchanged
IMA Wealth, Inc.12$2.89K0.00%+12New
Hilton Head Capital Partners, LLC12$2.89K0.00%+12New
Marquette Asset Management, LLC12$2.89K0.00%+12New
Central Trust Co13$3.13K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$3.13K0.00%00.0%Unchanged
South State Corp.13$3.13K0.00%+8+160.0%Added
True Wealth Design, LLC13$3.20K0.00%−1−7.1%Reduced
Atlantic Trust, LLC14$3.37K0.00%+11+366.7%Added
Cape Investment Advisory, Inc.14$3.37K0.00%+14New
Colonial Trust Co15$3.61K0.00%00.0%Unchanged
Maseco LLP16$3.87K0.00%00.0%Unchanged
Larson Financial Group LLC16$3.97K0.00%+2+14.3%Added
Bell Investment Advisors, Inc17$4.09K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC17$4.09K0.00%+17New
Geneos Wealth Management Inc.22$5.30K0.00%+22New
Bruce G. Allen Investments, LLC24$5.78K0.00%00.0%Unchanged
MV Capital Management, Inc.24$5.78K0.00%00.0%Unchanged
Valley National Advisers Inc28$6.00K0.00%+1+3.7%Added
Westside Investment Management, Inc.25$6.02K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC27$6.50K0.00%00.0%Unchanged
Addison Advisors LLC28$6.74K0.00%+7+33.3%Added
Harvest Fund Management Co., Ltd31$7.00K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.30$7.23K0.00%+30New
Alerus Financial NA35$8.43K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.36$8.67K0.00%00.0%Unchanged
Signature Equity Partners, LLC37$8.81K0.00%+37New
Rothschild Investment LLC37$8.91K0.00%+29+362.5%Added
Fideuram Asset Management (Ireland) dac45$8.97K0.00%+45New
Strengthening Families & Communities, LLC37$9.03K0.00%−31−45.6%Reduced
Cornerstone Planning Group LLC40$9.49K0.00%−1−2.4%Reduced
Quattro Advisors LLC42$10.1K0.01%+42New
1015 Capital Partners, LLC42$10.1K0.01%+42New
Huntington National Bank45$10.8K0.00%−1−2.2%Reduced
Fortitude Family Office, LLC48$11.6K0.00%−1−2.0%Reduced
Lodestone Wealth Management LLC48$11.6K0.00%+48New
Hantz Financial Services, Inc.51$12.0K0.00%+13+34.2%Added
Sunrise Financial Services, LLC50$12.0K0.01%+50New
Transamerica Financial Advisors, Inc.52$12.6K0.00%+11+26.8%Added
Richardson Financial Services Inc.53$12.8K0.01%−4−7.0%Reduced
Basepoint Wealth LLC54$13.0K0.01%+54New
Arlington Trust Co LLC57$13.7K0.00%+57New
Manchester Capital Management LLC58$14.0K0.00%+34+141.7%Added
Cetera Trust Company, N.A60$14.5K0.01%00.0%Unchanged
Copia Wealth Management62$14.9K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC62$15.0K0.00%+17+37.8%Added
CoreCap Advisors, LLC65$15.7K0.00%+10+18.2%Added
Harbour Investments, Inc.66$15.9K0.00%+10+17.9%Added
DV Equities, LLC70$16.9K0.00%+70New
JFS Wealth Advisors, LLC71$17.1K0.00%+16+29.1%Added
Clear Street Markets LLC74$17.8K0.00%−12−14.0%Reduced
IFP Advisors, Inc75$18.1K0.00%−245−76.6%Reduced
Center for Financial Planning, Inc.75$18.1K0.00%00.0%Unchanged
Grove Bank & Trust75$18.1K0.00%+42+127.3%Added
Elyxium Wealth, LLC82$19.8K0.01%+82New
Kayne Anderson Rudnick Investment Management LLC84$20.2K0.00%00.0%Unchanged
Wellington-Altus USA Inc.88$21.2K0.02%+88New
Smithfield Trust Co95$22.0K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.96$23.1K0.00%+96New
Massmutual Trust Co FSB99$23.8K0.00%00.0%Unchanged