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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 2,182 | $525.5K | 0.29% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 2,168 | $522.2K | 0.20% | +2,168 | New |
| Optimize Financial Inc | 2,163 | $521.0K | 0.26% | +28+1.3% | Added |
| Bessemer Group Inc | 2,152 | $518.0K | 0.00% | −417−16.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,145 | $516.6K | 0.01% | −269−11.1% | Reduced |
| Macquarie Group Ltd | 2,130 | $513.0K | 0.00% | −362,566−99.4% | Reduced |
| Clearstead Advisors, LLC | 2,126 | $512.0K | 0.01% | +105+5.2% | Added |
| CWM, LLC | 2,127 | $512.0K | 0.00% | +125+6.2% | Added |
| Resources Investment Advisors, LLC. | 2,108 | $507.8K | 0.00% | −74−3.4% | Reduced |
| Cynosure Management, LLC | 2,091 | $503.6K | 0.05% | +2,091 | New |
| Martingale Asset Management L P | 2,082 | $501.5K | 0.01% | −169−7.5% | Reduced |
| KBC Group NV | 2,082 | $501.0K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,071 | $499.0K | 0.01% | −481−18.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,034 | $489.8K | 0.00% | +2,034 | New |
| Silvercrest Asset Management Group LLC | 1,999 | $481.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,997 | $481.1K | 0.00% | +106+5.6% | Added |
| Sanctuary Advisors, LLC | 1,993 | $479.9K | 0.00% | +184+10.2% | Added |
| Jump Financial, LLC | 1,966 | $473.5K | 0.01% | +1,966 | New |
| Graham Capital Management, L.P. | 1,934 | $465.8K | 0.02% | +150+8.4% | Added |
| United Capital Financial Advisers, LLC | 1,934 | $465.7K | 0.00% | +234+13.8% | Added |
| Omers Administration Corp | 1,925 | $463.6K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,918 | $462.0K | 0.02% | +114+6.3% | Added |
| Forum Financial Management, LP | 1,916 | $461.5K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,909 | $459.8K | 0.01% | +301+18.7% | Added |
| Empirical Finance, LLC | 1,903 | $458.3K | 0.02% | −76−3.8% | Reduced |
| Syon Capital LLC | 1,890 | $455.2K | 0.02% | +377+24.9% | Added |
| Ritholtz Wealth Management | 1,888 | $454.8K | 0.01% | −123−6.1% | Reduced |
| Asset Management One Co.,Ltd. | 1,880 | $453.9K | 0.00% | +69+3.8% | Added |
| DRW Securities, LLC | 1,875 | $451.6K | 0.03% | −362−16.2% | Reduced |
| Commerce Bank | 1,846 | $444.6K | 0.00% | −36−1.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,830 | $440.8K | 0.00% | +230+14.4% | Added |
| Commonwealth Equity Services, LLC | 1,812 | $436.4K | 0.00% | +237+15.0% | Added |
| Summit Trail Advisors, LLC | 1,765 | $425.1K | 0.01% | −1,262−41.7% | Reduced |
| North Dakota State Investment Board | 1,738 | $418.6K | 0.02% | +1,738 | New |
| CIBC Private Wealth Group, LLC | 1,693 | $407.8K | 0.00% | +172+11.3% | Added |
| Tower Research Capital LLC (TRC) | 1,687 | $406.3K | 0.01% | +804+91.1% | Added |
| Ifrah Financial Services, Inc. | 1,686 | $406.1K | 0.10% | −52−3.0% | Reduced |
| Fieldview Capital Management, LLC | 1,654 | $398.4K | 0.07% | +1,654 | New |
| Cornerstone Investment Partners, LLC | 1,651 | $397.6K | 0.02% | +1+0.1% | Added |
| Pensionmark Financial Group, LLC | 1,644 | $396.1K | 0.01% | +288+21.2% | Added |
| Atomi Financial Group, Inc. | 1,621 | $390.4K | 0.01% | +201+14.2% | Added |
| SRS Capital Advisors, Inc. | 1,619 | $390.0K | 0.01% | +475+41.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,600 | $385.4K | 0.00% | −7−0.4% | Reduced |
| HighPoint Advisor Group LLC | 1,586 | $382.0K | 0.01% | −23−1.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,581 | $380.8K | 0.09% | −2−0.1% | Reduced |
| Quarry LP | 1,568 | $377.7K | 0.06% | +1,456+1,300.0% | Added |
| Nomura Holdings Inc | 1,551 | $373.6K | 0.00% | +338+27.9% | Added |
| BCS Private Wealth Management, Inc. | 1,547 | $372.6K | 0.13% | +1,547 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,541 | $371.1K | 0.00% | +63+4.3% | Added |
| Quadrant Capital Group LLC | 1,491 | $359.1K | 0.01% | +3+0.2% | Added |
| Ronald Blue Trust, Inc. | 1,485 | $357.7K | 0.00% | +40+2.8% | Added |
| Farther Finance Advisors, LLC | 1,477 | $355.8K | 0.00% | −85−5.4% | Reduced |
| First Financial Bankshares Inc | 1,465 | $352.8K | 0.01% | −571−28.0% | Reduced |
| Korea Investment CORP | 1,455 | $350.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,435 | $345.6K | 0.00% | +211+17.2% | Added |
| Merit Financial Group, LLC | 1,419 | $341.9K | 0.00% | +103+7.8% | Added |
| DGS Capital Management, LLC | 1,414 | $340.6K | 0.06% | +1,414 | New |
| Fifth Third Wealth Advisors LLC | 1,374 | $330.9K | 0.01% | +19+1.4% | Added |
| Cookson Peirce & Co Inc | 1,364 | $328.5K | 0.01% | +278+25.6% | Added |
| Securian Asset Management, Inc | 1,355 | $326.4K | 0.01% | −1,016−42.9% | Reduced |
| Vident Advisory, LLC | 1,355 | $326.4K | 0.00% | +89+7.0% | Added |
| MUFG Securities Americas Inc. | 1,349 | $324.9K | 0.02% | −12−0.9% | Reduced |
| Landscape Capital Management, L.L.C. | 1,345 | $323.9K | 0.02% | +1,345 | New |
| Squarepoint Ops LLC | 1,335 | $321.5K | 0.00% | −70,391−98.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,315 | $316.7K | 0.00% | +73+5.9% | Added |
| Wealthfront Advisers LLC | 1,301 | $313.3K | 0.00% | +188+16.9% | Added |
| C M Bidwell & Associates Ltd | 1,297 | $312.4K | 0.15% | −55−4.1% | Reduced |
| V-Square Quantitative Management LLC | 1,286 | $309.7K | 0.03% | +1,286 | New |
| Burney Co | 1,285 | $309.5K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,283 | $309.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 1,274 | $306.8K | 0.00% | +73+6.1% | Added |
| JMN Financial LLC | 1,265 | $304.7K | 0.30% | +1,265 | New |
| Quest Partners LLC | 1,251 | $301.3K | 0.02% | +631+101.8% | Added |
| TD Private Client Wealth LLC | 1,227 | $295.5K | 0.01% | +91+8.0% | Added |
| 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 |
| Vontobel Holding Ltd. | 1,176 | $283.2K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,160 | $279.6K | 0.01% | −63−5.2% | Reduced |
| Sax Wealth Advisors, LLC | 1,155 | $278.2K | 0.01% | +1,155 | New |
| Cambridge Investment Research Advisors, Inc. | 1,142 | $275.0K | 0.00% | −10−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 1,201 | $274.3K | 0.01% | −3−0.2% | Reduced |
| Csenge Advisory Group | 1,137 | $273.7K | 0.01% | +5+0.4% | Added |
| Abacus Wealth Partners, LLC | 1,127 | $271.4K | 0.03% | +1,127 | New |
| Catalyst Financial Partners LLC | 1,113 | $268.1K | 0.03% | +4+0.4% | Added |
| SC&H Financial Advisors, Inc. | 1,110 | $267.3K | 0.04% | 00.0% | Unchanged |
| NDVR, Inc. | 1,096 | $264.0K | 0.22% | −69−5.9% | Reduced |
| LRI Investments, LLC | 1,092 | $262.9K | 0.02% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,084 | $261.8K | 0.00% | +1,084 | New |
| Exchange Traded Concepts, LLC | 1,085 | $261.3K | 0.00% | −162−13.0% | Reduced |
| Camden Capital, LLC | 1,079 | $259.9K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,074 | $258.7K | 0.01% | −63−5.5% | Reduced |
| Global Retirement Partners, LLC | 1,069 | $257.5K | 0.00% | +158+17.3% | Added |
| CX Institutional | 1,069 | $257.0K | 0.01% | +283+36.0% | Added |
| Cresset Asset Management, LLC | 1,064 | $256.3K | 0.00% | −4−0.4% | Reduced |
| Atria Investments LLC | 1,053 | $253.6K | 0.00% | +25+2.4% | Added |
| Calamos Wealth Management LLC | 1,052 | $253.4K | 0.01% | −8−0.8% | Reduced |
| Patton Fund Management, Inc. | 1,045 | $251.7K | 0.03% | −108−9.4% | Reduced |
| Prelude Capital Management, LLC | 1,012 | $243.7K | 0.02% | −198−16.4% | Reduced |
| 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 |