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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strive Financial Group ,LLC | 101 | $24.3K | 0.01% | +101 | New |
| Private Trust Co NA | 104 | $25.0K | 0.00% | +22+26.8% | Added |
| Raleigh Capital Management Inc. | 113 | $27.2K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 117 | $28.2K | 0.00% | +117 | New |
| Ancora Advisors, LLC | 121 | $29.1K | 0.00% | +121 | New |
| Concord Wealth Partners | 125 | $30.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 130 | $31.3K | 0.00% | +13+11.1% | Added |
| Versant Capital Management, Inc | 131 | $31.6K | 0.00% | +5+4.0% | Added |
| Sentry Investment Management LLC | 141 | $34.0K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 168 | $35.8K | 0.21% | +113+205.5% | Added |
| Onefund, LLC | 150 | $36.1K | 0.02% | +4+2.7% | Added |
| Smartleaf Asset Management LLC | 154 | $37.3K | 0.00% | +5+3.4% | Added |
| Umb Bank N A | 161 | $38.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 166 | $40.0K | 0.02% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 170 | $41.0K | 0.04% | +170 | New |
| MAI Capital Management | 177 | $42.6K | 0.00% | −78−30.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 180 | $43.4K | 0.00% | +25+16.1% | Added |
| Laurel Wealth Advisors LLC | 181 | $43.6K | 0.01% | +181 | New |
| REAP Financial Group, LLC | 187 | $45.0K | 0.01% | +26+16.1% | Added |
| Root Financial Partners, LLC | 193 | $46.5K | 0.00% | +38+24.5% | Added |
| DV Trading LLC | 200 | $48.2K | 0.00% | +200 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 202 | $48.7K | 0.01% | −6−2.9% | Reduced |
| Bryn Mawr Trust Co | 208 | $50.1K | 0.00% | −13−5.9% | Reduced |
| Jones Financial Companies LLLP | 216 | $52.0K | 0.00% | −7−3.1% | Reduced |
| Tema ETFs LLC | 227 | $54.7K | 0.00% | +227 | New |
| Zions Bancorporation, National Association | 232 | $55.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 235 | $56.6K | 0.03% | −235−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 252 | $60.7K | 0.01% | +198+366.7% | Added |
| Parkside Financial Bank & Trust | 295 | $71.1K | 0.01% | −28−8.7% | Reduced |
| Parallel Advisors, LLC | 318 | $76.6K | 0.00% | +211+197.2% | Added |
| Acadian Asset Management LLC | 337 | $81.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 358 | $86.0K | 0.05% | −213−37.3% | Reduced |
| Assetmark, Inc | 363 | $87.4K | 0.00% | +100+38.0% | Added |
| Brown Brothers Harriman & Co | 371 | $89.4K | 0.00% | +247+199.2% | Added |
| Steward Partners Investment Advisory, LLC | 384 | $92.4K | 0.00% | −85−18.1% | Reduced |
| Quent Capital, LLC | 429 | $103.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 461 | $111.0K | 0.01% | +461 | New |
| Central Pacific Bank - Trust Division | 510 | $122.8K | 0.02% | −30−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 524 | $126.2K | 0.00% | −19−3.5% | Reduced |
| USA Financial Portformulas Corp | 551 | $132.7K | 0.02% | −315−36.4% | Reduced |
| Vestcor Inc | 662 | $159.0K | 0.00% | −2,439−78.7% | Reduced |
| Bullock Wealth Management Group | 661 | $159.2K | 0.08% | −85−11.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 661 | $159.6K | 0.00% | +136+25.9% | Added |
| EFG International AG | 665 | $160.2K | 0.00% | +665 | New |
| Kestra Advisory Services, LLC | 675 | $162.5K | 0.00% | +675 | New |
| Harbor Investment Advisory, LLC | 723 | $174.1K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 786 | $189.3K | 0.01% | +270+52.3% | Added |
| Horizon Investments, LLC | 812 | $195.6K | 0.00% | +23+2.9% | Added |
| Great Lakes Advisors, LLC | 833 | $200.6K | 0.00% | +833 | New |
| Kestra Private Wealth Services, LLC | 857 | $206.4K | 0.00% | −138−13.9% | Reduced |
| HM Payson & Co | 881 | $212.2K | 0.00% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 896 | $215.8K | 0.07% | +896 | New |
| SOL Capital Management CO | 900 | $217.0K | 0.02% | +900 | New |
| Ewa, LLC | 904 | $217.8K | 0.05% | +904 | New |
| Northwestern Mutual Wealth Management Co | 905 | $218.0K | 0.00% | +191+26.8% | Added |
| Ballentine Partners, LLC | 905 | $218.0K | 0.00% | +905 | New |
| Fox Run Management, L.L.C. | 918 | $221.1K | 0.03% | +918 | New |
| Sage Mountain Advisors LLC | 924 | $222.4K | 0.01% | +924 | New |
| Apollon Wealth Management, LLC | 927 | $223.3K | 0.00% | +927 | New |
| 111 Capital | 929 | $223.8K | 0.05% | −283−23.3% | Reduced |
| Innova Wealth Partners | 940 | $226.3K | 0.11% | +940 | New |
| WCM Investment Management, LLC | 936 | $226.6K | 0.00% | +936 | New |
| Hilltop National Bank | 963 | $231.9K | 0.06% | +963 | New |
| NEOS Investment Management LLC | 966 | $232.7K | 0.00% | −2−0.2% | Reduced |
| Aaron Wealth Advisors | 980 | $236.0K | 0.01% | +980 | New |
| Ballast Advisors LLC | 988 | $238.0K | 0.07% | 00.0% | Unchanged |
| Danske Bank A/S | 1,000 | $240.8K | 0.00% | −5,701−85.1% | Reduced |
| WBH Advisory Inc | 1,000 | $240.8K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,012 | $243.7K | 0.02% | −198−16.4% | Reduced |
| Patton Fund Management, Inc. | 1,045 | $251.7K | 0.03% | −108−9.4% | Reduced |
| Calamos Wealth Management LLC | 1,052 | $253.4K | 0.01% | −8−0.8% | Reduced |
| Atria Investments LLC | 1,053 | $253.6K | 0.00% | +25+2.4% | Added |
| Cresset Asset Management, LLC | 1,064 | $256.3K | 0.00% | −4−0.4% | Reduced |
| CX Institutional | 1,069 | $257.0K | 0.01% | +283+36.0% | Added |
| Global Retirement Partners, LLC | 1,069 | $257.5K | 0.00% | +158+17.3% | Added |
| Metis Global Partners, LLC | 1,074 | $258.7K | 0.01% | −63−5.5% | Reduced |
| Camden Capital, LLC | 1,079 | $259.9K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,085 | $261.3K | 0.00% | −162−13.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,084 | $261.8K | 0.00% | +1,084 | New |
| LRI Investments, LLC | 1,092 | $262.9K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 1,096 | $264.0K | 0.22% | −69−5.9% | Reduced |
| SC&H Financial Advisors, Inc. | 1,110 | $267.3K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,113 | $268.1K | 0.03% | +4+0.4% | Added |
| Abacus Wealth Partners, LLC | 1,127 | $271.4K | 0.03% | +1,127 | New |
| Csenge Advisory Group | 1,137 | $273.7K | 0.01% | +5+0.4% | Added |
| J.W. Cole Advisors, Inc. | 1,201 | $274.3K | 0.01% | −3−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,142 | $275.0K | 0.00% | −10−0.9% | Reduced |
| Sax Wealth Advisors, LLC | 1,155 | $278.2K | 0.01% | +1,155 | New |
| SageView Advisory Group, LLC | 1,160 | $279.6K | 0.01% | −63−5.2% | Reduced |
| Vontobel Holding Ltd. | 1,176 | $283.2K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,180 | $284.2K | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,180 | $284.2K | 0.01% | +242+25.8% | Added |
| TD Private Client Wealth LLC | 1,227 | $295.5K | 0.01% | +91+8.0% | Added |
| Quest Partners LLC | 1,251 | $301.3K | 0.02% | +631+101.8% | Added |
| JMN Financial LLC | 1,265 | $304.7K | 0.30% | +1,265 | New |
| Regions Financial Corp | 1,274 | $306.8K | 0.00% | +73+6.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,283 | $309.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 1,285 | $309.5K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,286 | $309.7K | 0.03% | +1,286 | New |
| C M Bidwell & Associates Ltd | 1,297 | $312.4K | 0.15% | −55−4.1% | Reduced |