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, Q1 2026
Institutional positions in Assurant, Inc. as of Mar 31, 2026. 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
- 586
- +31 vs. Q4 2025
- Shares held
- 47.0M
- +6.43M (+15.9%) vs. Q4 2025
- Total value
- $10.2B
- +$466.3M (+4.8%) vs. Q4 2025
- New holders
- 86
- 206 more added
- Sold out
- 55
- 197 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 4,816,951 | $1.05B | 0.19% | −223,396−4.4% | Reduced |
| BlackRock, Inc. | 3,945,876 | $859.5M | 0.02% | −29,814−0.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,272,043 | $712.7M | 0.49% | −349,815−9.7% | Reduced |
| Vanguard Capital Management LLC | 3,243,504 | $706.5M | 0.02% | +3,243,504 | New |
| Vanguard Portfolio Management LLC | 3,008,137 | $655.2M | 0.03% | +3,008,137 | New |
| State Street Corp | 2,531,416 | $551.4M | 0.02% | −39,999−1.6% | Reduced |
| Geode Capital Management, LLC | 1,406,786 | $305.9M | 0.02% | +34,042+2.5% | Added |
| Invesco Ltd. | 1,226,447 | $267.1M | 0.03% | +158,981+14.9% | Added |
| Price T Rowe Associates Inc | 1,146,514 | $249.7M | 0.03% | +83,081+7.8% | Added |
| Dimensional Fund Advisors LP | 1,125,406 | $245.1M | 0.05% | +205,767+22.4% | Added |
| Massachusetts Financial Services Co | 922,421 | $200.9M | 0.07% | −33,156−3.5% | Reduced |
| Voya Investment Management LLC | 834,121 | $181.2M | 0.19% | +266,142+46.9% | Added |
| FMR LLC | 750,361 | $163.4M | 0.01% | −572,607−43.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 697,535 | $151.9M | 0.51% | −200.0% | Reduced |
| Morgan Stanley | 656,985 | $143.1M | 0.01% | +16,554+2.6% | Added |
| Nordea Investment Management AB | 661,921 | $142.0M | 0.13% | +76,815+13.1% | Added |
| First Trust Advisors LP | 632,896 | $137.9M | 0.10% | +53,470+9.2% | Added |
| Lyrical Asset Management LP | 612,104 | $133.3M | 2.03% | −54,590−8.2% | Reduced |
| Northern Trust Corp | 512,825 | $111.7M | 0.01% | −111,251−17.8% | Reduced |
| Schroder Investment Management Group | 499,734 | $108.8M | 0.09% | +55,859+12.6% | Added |
| Qube Research & Technologies Ltd | 486,578 | $106.0M | 0.15% | +76,888+18.8% | Added |
| Charles Schwab Investment Management Inc | 466,506 | $101.6M | 0.02% | +13,297+2.9% | Added |
| Wellington Management Group LLP | 462,519 | $100.7M | 0.02% | +44,373+10.6% | Added |
| FIL Ltd | 456,359 | $99.4M | 0.08% | −43,187−8.6% | Reduced |
| First Manhattan Co | 408,589 | $89.0M | 0.25% | −6,053−1.5% | Reduced |
| Gillson Capital LP | 393,016 | $85.6M | 7.02% | +2,811+0.7% | Added |
| Bank of America Corp | 361,210 | $78.7M | 0.01% | +4,460+1.3% | Added |
| Woodline Partners LP | 356,532 | $77.7M | 0.29% | +255,858+254.1% | Added |
| Adage Capital Partners GP, L.L.C. | 344,640 | $75.1M | 0.12% | +104,400+43.5% | Added |
| Jupiter Asset Management Ltd | 328,630 | $71.6M | 0.38% | −20,731−5.9% | Reduced |
| Nomura Asset Management International Inc. | 321,135 | $69.9M | 0.12% | −27,809−8.0% | Reduced |
| Deutsche Bank AG | 320,199 | $69.7M | 0.02% | −71,754−18.3% | Reduced |
| Vanguard Fiduciary Trust Co | 281,617 | $61.3M | 0.02% | +281,617 | New |
| Millennium Management LLC | 259,560 | $56.5M | 0.04% | −62,675−19.5% | Reduced |
| GW&K Investment Management, LLC | 253,068 | $55.1M | 0.49% | −6,388−2.5% | Reduced |
| TD Asset Management Inc | 251,887 | $54.9M | 0.04% | −63,300−20.1% | Reduced |
| Goldman Sachs Group Inc | 217,441 | $47.4M | 0.01% | +3,907+1.8% | Added |
| AQR Capital Management LLC | 212,830 | $46.2M | 0.02% | +109,784+106.5% | Added |
| American Century Companies Inc | 190,999 | $41.6M | 0.02% | +29,231+18.1% | Added |
| Clark Capital Management Group, Inc. | 172,329 | $37.5M | 0.23% | −140,345−44.9% | Reduced |
| UBS Asset Management Americas Inc | 169,899 | $37.0M | 0.01% | +3,753+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 158,906 | $34.6M | 0.02% | +63,838+67.1% | Added |
| Victory Capital Management Inc | 153,781 | $33.5M | 0.02% | +14,880+10.7% | Added |
| Amundi | 151,136 | $32.9M | 0.01% | +74,086+96.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 149,485 | $32.6M | 0.10% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 146,740 | $32.0M | 0.04% | +93,837+177.4% | Added |
| Prudential Financial Inc | 143,262 | $31.2M | 0.04% | −32,063−18.3% | Reduced |
| UBS Group AG | 138,271 | $30.1M | 0.01% | +22,001+18.9% | Added |
| Jain Global LLC | 137,217 | $29.9M | 0.38% | +137,217 | New |
| California Public Employees Retirement System | 132,402 | $28.8M | 0.02% | −9,998−7.0% | Reduced |
| Nuveen, LLC | 126,869 | $27.6M | 0.01% | +1,626+1.3% | Added |
| Robeco Institutional Asset Management B.V. | 124,241 | $27.1M | 0.04% | −61,708−33.2% | Reduced |
| Lord, Abbett & Co. LLC | 120,750 | $26.3M | 0.09% | +6,020+5.2% | Added |
| Deprince Race & Zollo Inc | 120,545 | $26.3M | 0.50% | −270−0.2% | Reduced |
| JPMorgan Chase & Co | 119,178 | $25.8M | 0.00% | +14,336+13.7% | Added |
| Prana Capital Management, LP | 117,528 | $25.6M | 0.78% | +117,528 | New |
| Federated Hermes, Inc. | 113,033 | $24.6M | 0.04% | −2,337−2.0% | Reduced |
| Barclays PLC | 111,956 | $24.4M | 0.01% | −40,311−26.5% | Reduced |
| Vanguard Global Advisers, LLC | 108,058 | $23.5M | 0.01% | +108,058 | New |
| Calamos Advisors LLC | 107,355 | $23.4M | 0.09% | +1,543+1.5% | Added |
| Rhumbline Advisers | 105,962 | $23.1M | 0.02% | +1,048+1.0% | Added |
| Oberweis Asset Management Inc | 102,300 | $22.3M | 0.66% | +19,300+23.3% | Added |
| Gotham Asset Management, LLC | 101,095 | $22.0M | 0.07% | +21,495+27.0% | Added |
| Marshall Wace, LLP | 99,888 | $21.8M | 0.02% | +67,274+206.3% | Added |
| Swiss National Bank | 99,000 | $21.6M | 0.01% | −500−0.5% | Reduced |
| Envestnet Asset Management Inc | 98,353 | $21.4M | 0.01% | −20,966−17.6% | Reduced |
| Hallmark Capital Management Inc | 96,859 | $21.1M | 1.36% | +54+0.1% | Added |
| Citadel Advisors LLC | 96,059 | $20.9M | 0.01% | +75,577+369.0% | Added |
| Picton Mahoney Asset Management | 92,412 | $20.1M | 0.21% | +1,007+1.1% | Added |
| Kennedy Capital Management, Inc. | 84,649 | $18.4M | 0.39% | +1,258+1.5% | Added |
| SEI Investments Co | 80,774 | $17.6M | 0.02% | +18,966+30.7% | Added |
| Royal Bank of Canada | 79,737 | $17.4M | 0.00% | +11,712+17.2% | Added |
| Legal & General Group Plc | 78,125 | $17.0M | 0.00% | −9,984−11.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 77,616 | $16.9M | 0.14% | +6,054+8.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,350 | $16.8M | 0.03% | +301+0.4% | Added |
| Quantinno Capital Management LP | 74,826 | $16.3M | 0.03% | +34,103+83.7% | Added |
| Alliancebernstein L.P. | 65,655 | $15.8M | 0.01% | −4,986−7.1% | Reduced |
| HSBC Holdings PLC | 72,632 | $15.8M | 0.01% | −6,859−8.6% | Reduced |
| BNP Paribas Arbitrage, SA | 72,124 | $15.7M | 0.01% | −45,749−38.8% | Reduced |
| Zacks Investment Management | 70,545 | $15.4M | 0.12% | +723+1.0% | Added |
| Principal Financial Group Inc | 66,882 | $14.6M | 0.01% | +10,317+18.2% | Added |
| Ameriprise Financial Inc | 64,117 | $14.0M | 0.00% | −4,592−6.7% | Reduced |
| Shay Capital LLC | 62,000 | $13.5M | 1.92% | +27,200+78.2% | Added |
| California State Teachers Retirement System | 58,828 | $12.8M | 0.01% | +11,030+23.1% | Added |
| Los Angeles Capital Management LLC | 57,446 | $12.5M | 0.05% | −12,450−17.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,339 | $12.5M | 0.01% | +822+1.5% | Added |
| Raymond James Financial Inc | 52,116 | $11.4M | 0.00% | +2,409+4.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,953 | $11.1M | 0.01% | +469+0.9% | Added |
| Russell Investments Group, Ltd. | 50,279 | $11.0M | 0.01% | −1,818−3.5% | Reduced |
| Balyasny Asset Management LLC | 49,517 | $10.8M | 0.02% | +18,808+61.2% | Added |
| Allspring Global Investments Holdings, LLC | 45,977 | $9.95M | 0.02% | +1,246+2.8% | Added |
| Vanguard Asset Management, Ltd | 44,979 | $9.80M | 0.01% | +44,979 | New |
| New York State Teachers Retirement System | 44,542 | $9.70M | 0.02% | −200−0.4% | Reduced |
| Thornburg Investment Management Inc | 44,316 | $9.65M | 0.10% | −1,793−3.9% | Reduced |
| Lazard Asset Management LLC | 43,809 | $9.54M | 0.02% | +24,815+130.6% | Added |
| Bank of Montreal | 43,586 | $9.49M | 0.00% | −3,603−7.6% | Reduced |
| Canada Pension Plan Investment Board | 43,064 | $9.38M | 0.01% | +3,297+8.3% | Added |
| Citigroup Inc | 42,617 | $9.28M | 0.01% | +16,917+65.8% | Added |
| D. E. Shaw & Co., Inc. | 42,590 | $9.28M | 0.01% | −71,706−62.7% | Reduced |
| Teacher Retirement System of Texas | 41,844 | $9.11M | 0.04% | +5,980+16.7% | Added |