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 |
|---|---|---|---|---|---|
| Ballast Advisors LLC | 988 | $238.0K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 980 | $236.0K | 0.01% | +980 | New |
| NEOS Investment Management LLC | 966 | $232.7K | 0.00% | −2−0.2% | Reduced |
| Hilltop National Bank | 963 | $231.9K | 0.06% | +963 | New |
| WCM Investment Management, LLC | 936 | $226.6K | 0.00% | +936 | New |
| Innova Wealth Partners | 940 | $226.3K | 0.11% | +940 | New |
| 111 Capital | 929 | $223.8K | 0.05% | −283−23.3% | Reduced |
| Apollon Wealth Management, LLC | 927 | $223.3K | 0.00% | +927 | New |
| Sage Mountain Advisors LLC | 924 | $222.4K | 0.01% | +924 | New |
| Fox Run Management, L.L.C. | 918 | $221.1K | 0.03% | +918 | 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 |
| Ewa, LLC | 904 | $217.8K | 0.05% | +904 | New |
| SOL Capital Management CO | 900 | $217.0K | 0.02% | +900 | New |
| Crestmont Private Wealth LLC | 896 | $215.8K | 0.07% | +896 | New |
| HM Payson & Co | 881 | $212.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 857 | $206.4K | 0.00% | −138−13.9% | Reduced |
| Great Lakes Advisors, LLC | 833 | $200.6K | 0.00% | +833 | New |
| Horizon Investments, LLC | 812 | $195.6K | 0.00% | +23+2.9% | Added |
| Canada Post Corp Registered Pension Plan | 786 | $189.3K | 0.01% | +270+52.3% | Added |
| Harbor Investment Advisory, LLC | 723 | $174.1K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 675 | $162.5K | 0.00% | +675 | New |
| EFG International AG | 665 | $160.2K | 0.00% | +665 | New |
| Resona Asset Management Co.,Ltd. | 661 | $159.6K | 0.00% | +136+25.9% | Added |
| Bullock Wealth Management Group | 661 | $159.2K | 0.08% | −85−11.4% | Reduced |
| Vestcor Inc | 662 | $159.0K | 0.00% | −2,439−78.7% | Reduced |
| USA Financial Portformulas Corp | 551 | $132.7K | 0.02% | −315−36.4% | Reduced |
| EverSource Wealth Advisors, LLC | 524 | $126.2K | 0.00% | −19−3.5% | Reduced |
| Central Pacific Bank - Trust Division | 510 | $122.8K | 0.02% | −30−5.6% | Reduced |
| Atlas Capital Advisors LLC | 461 | $111.0K | 0.01% | +461 | New |
| Quent Capital, LLC | 429 | $103.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 384 | $92.4K | 0.00% | −85−18.1% | Reduced |
| Brown Brothers Harriman & Co | 371 | $89.4K | 0.00% | +247+199.2% | Added |
| Assetmark, Inc | 363 | $87.4K | 0.00% | +100+38.0% | Added |
| Covestor Ltd | 358 | $86.0K | 0.05% | −213−37.3% | Reduced |
| Acadian Asset Management LLC | 337 | $81.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 318 | $76.6K | 0.00% | +211+197.2% | Added |
| Parkside Financial Bank & Trust | 295 | $71.1K | 0.01% | −28−8.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 252 | $60.7K | 0.01% | +198+366.7% | Added |
| Ameriflex Group, Inc. | 235 | $56.6K | 0.03% | −235−50.0% | Reduced |
| Zions Bancorporation, National Association | 232 | $55.9K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 227 | $54.7K | 0.00% | +227 | New |
| Jones Financial Companies LLLP | 216 | $52.0K | 0.00% | −7−3.1% | Reduced |
| Bryn Mawr Trust Co | 208 | $50.1K | 0.00% | −13−5.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 202 | $48.7K | 0.01% | −6−2.9% | Reduced |
| DV Trading LLC | 200 | $48.2K | 0.00% | +200 | New |
| Root Financial Partners, LLC | 193 | $46.5K | 0.00% | +38+24.5% | Added |
| REAP Financial Group, LLC | 187 | $45.0K | 0.01% | +26+16.1% | Added |
| Laurel Wealth Advisors LLC | 181 | $43.6K | 0.01% | +181 | New |
| Cullen/Frost Bankers, Inc. | 180 | $43.4K | 0.00% | +25+16.1% | Added |
| MAI Capital Management | 177 | $42.6K | 0.00% | −78−30.6% | Reduced |
| Greenline Wealth Management LLC | 170 | $41.0K | 0.04% | +170 | New |
| Cromwell Holdings LLC | 166 | $40.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 161 | $38.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 154 | $37.3K | 0.00% | +5+3.4% | Added |
| Onefund, LLC | 150 | $36.1K | 0.02% | +4+2.7% | Added |
| Park Square Financial Group, LLC | 168 | $35.8K | 0.21% | +113+205.5% | Added |
| Sentry Investment Management LLC | 141 | $34.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 131 | $31.6K | 0.00% | +5+4.0% | Added |
| Allworth Financial LP | 130 | $31.3K | 0.00% | +13+11.1% | Added |
| Concord Wealth Partners | 125 | $30.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 121 | $29.1K | 0.00% | +121 | New |
| Montag A & Associates Inc | 117 | $28.2K | 0.00% | +117 | New |
| Raleigh Capital Management Inc. | 113 | $27.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 104 | $25.0K | 0.00% | +22+26.8% | Added |
| Strive Financial Group ,LLC | 101 | $24.3K | 0.01% | +101 | New |
| Massmutual Trust Co FSB | 99 | $23.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 96 | $23.1K | 0.00% | +96 | New |
| Smithfield Trust Co | 95 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 88 | $21.2K | 0.02% | +88 | New |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $20.2K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 82 | $19.8K | 0.01% | +82 | New |
| IFP Advisors, Inc | 75 | $18.1K | 0.00% | −245−76.6% | Reduced |
| Center for Financial Planning, Inc. | 75 | $18.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 75 | $18.1K | 0.00% | +42+127.3% | Added |
| Clear Street Markets LLC | 74 | $17.8K | 0.00% | −12−14.0% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $17.1K | 0.00% | +16+29.1% | Added |
| DV Equities, LLC | 70 | $16.9K | 0.00% | +70 | New |
| Harbour Investments, Inc. | 66 | $15.9K | 0.00% | +10+17.9% | Added |
| CoreCap Advisors, LLC | 65 | $15.7K | 0.00% | +10+18.2% | Added |
| Capital Advisors, Ltd. LLC | 62 | $15.0K | 0.00% | +17+37.8% | Added |
| Copia Wealth Management | 62 | $14.9K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $14.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 58 | $14.0K | 0.00% | +34+141.7% | Added |
| Arlington Trust Co LLC | 57 | $13.7K | 0.00% | +57 | New |
| Basepoint Wealth LLC | 54 | $13.0K | 0.01% | +54 | New |
| Richardson Financial Services Inc. | 53 | $12.8K | 0.01% | −4−7.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 52 | $12.6K | 0.00% | +11+26.8% | Added |
| Sunrise Financial Services, LLC | 50 | $12.0K | 0.01% | +50 | New |
| Hantz Financial Services, Inc. | 51 | $12.0K | 0.00% | +13+34.2% | Added |
| Fortitude Family Office, LLC | 48 | $11.6K | 0.00% | −1−2.0% | Reduced |
| Lodestone Wealth Management LLC | 48 | $11.6K | 0.00% | +48 | New |
| Huntington National Bank | 45 | $10.8K | 0.00% | −1−2.2% | Reduced |
| 1015 Capital Partners, LLC | 42 | $10.1K | 0.01% | +42 | New |
| Quattro Advisors LLC | 42 | $10.1K | 0.01% | +42 | New |
| Cornerstone Planning Group LLC | 40 | $9.49K | 0.00% | −1−2.4% | Reduced |
| Strengthening Families & Communities, LLC | 37 | $9.03K | 0.00% | −31−45.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 45 | $8.97K | 0.00% | +45 | New |
| Rothschild Investment LLC | 37 | $8.91K | 0.00% | +29+362.5% | Added |
| Signature Equity Partners, LLC | 37 | $8.81K | 0.00% | +37 | New |