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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 36 | $8.67K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 35 | $8.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 30 | $7.23K | 0.00% | +30 | New |
| Harvest Fund Management Co., Ltd | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 28 | $6.74K | 0.00% | +7+33.3% | Added |
| Prestige Wealth Management Group LLC | 27 | $6.50K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $6.02K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 28 | $6.00K | 0.00% | +1+3.7% | Added |
| MV Capital Management, Inc. | 24 | $5.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $5.78K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $5.30K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 17 | $4.09K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 17 | $4.09K | 0.00% | +17 | New |
| Larson Financial Group LLC | 16 | $3.97K | 0.00% | +2+14.3% | Added |
| Maseco LLP | 16 | $3.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $3.61K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 14 | $3.37K | 0.00% | +11+366.7% | Added |
| Cape Investment Advisory, Inc. | 14 | $3.37K | 0.00% | +14 | New |
| True Wealth Design, LLC | 13 | $3.20K | 0.00% | −1−7.1% | Reduced |
| Central Trust Co | 13 | $3.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.13K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $3.13K | 0.00% | +8+160.0% | Added |
| Marquette Asset Management, LLC | 12 | $2.89K | 0.00% | +12 | New |
| Spire Wealth Management | 12 | $2.89K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 12 | $2.89K | 0.00% | +12 | New |
| Hilton Head Capital Partners, LLC | 12 | $2.89K | 0.00% | +12 | New |
| Howard Hughes Medical Institute | 11 | $2.65K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 11 | $2.65K | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $2.17K | 0.00% | +5+125.0% | Added |
| Glen Eagle Advisors, LLC | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.93K | 0.00% | +3+60.0% | Added |
| Legacy Bridge, LLC | 8 | $1.93K | 0.00% | +8 | New |
| Rossby Financial, LCC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.69K | 0.00% | +2+40.0% | Added |
| SOA Wealth Advisors, LLC. | 7 | $1.57K | 0.00% | −1−12.5% | Reduced |
| Private Wealth Management Group, LLC | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 6 | $1.45K | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $1.44K | 0.00% | +2+50.0% | Added |
| Dunhill Financial, LLC | 6 | $1.35K | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.21K | 0.00% | +4+400.0% | Added |
| Optima Capital LLC | 5 | $1.21K | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $1.17K | 0.00% | +5 | New |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $963 | 0.00% | −816−99.5% | Reduced |
| Trust Co of Vermont | 4 | $963 | 0.00% | +4 | New |
| Ares Financial Consulting, LLC | 4 | $963 | 0.00% | +4 | New |
| United Community Bank | 3 | $723 | 0.00% | −5−62.5% | Reduced |
| Motco | 3 | $723 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $723 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $723 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $723 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $722 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $482 | 0.00% | +1+100.0% | Added |
| Essential Partners LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $241 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 1 | $241 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 36 | $27 | 0.00% | −3−7.7% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −87,331−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −61,900−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −42,645−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,365−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −19,425−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,593−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −8,860−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −7,038−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,564−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −5,726−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −5,129−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,958−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Horizon Advisory Services, Inc. | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| CFC Planning Co LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Scratch Capital LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −165−100.0% | Sold out |