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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 586 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ1 2026: $10.2B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q4 2025.

Institutions holding AIZ in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd32$220.00%−4−11.1%Reduced
Atlantic Trust, LLC1$2180.00%−13−92.9%Reduced
Seneschal Advisors, LLC1$2180.00%00.0%Unchanged
Basecamp Wealth Advisors LLC1$2180.00%00.0%Unchanged
Raffa Wealth Management, LLC1$2180.00%+1New
Bogart Wealth, LLC1$2180.00%+1New
TFC Financial Management1$2180.00%+1New
Cassaday & Co Wealth Management LLC1$2180.00%+1New
Napier Financial, LLC1$2180.00%+1New
Bartlett & Co. Wealth Management LLC1$2290.00%00.0%Unchanged
WestEnd Advisors, LLC2$4360.00%00.0%Unchanged
Anfield Capital Management, LLC2$4360.00%00.0%Unchanged
Curio Wealth, LLC2$4360.00%+2New
MidFirst Bank2$4360.00%+2New
Portus Wealth Advisors, LLC2$4360.00%+2New
AdvisorNet Financial, Inc3$6530.00%00.0%Unchanged
United Community Bank3$6530.00%00.0%Unchanged
Cornerstone Financial Management LLC3$6530.00%00.0%Unchanged
Synergy Investment Management, LLC3$6530.00%+3New
Networth Advisors, LLC3$6530.00%+3New
Key Capital Management, INC3$6530.00%+3New
Investors Portfolio Services LLC3$7250.00%−2−40.0%Reduced
Rossby Financial, LCC4$8650.00%−3−42.9%Reduced
Ares Financial Consulting, LLC4$8650.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$8710.00%00.0%Unchanged
Vermillion Wealth Management, Inc.4$8710.00%+4New
Central Trust Co4$8720.00%−9−69.2%Reduced
Essential Partners LLC4$8730.00%+3+300.0%Added
SBI Securities Co., Ltd.5$1.09K0.00%−2−28.6%Reduced
HFM Investment Advisors, LLC5$1.09K0.00%00.0%Unchanged
South State Corp.5$1.09K0.00%−8−61.5%Reduced
Clayton Financial Group LLC6$1.31K0.00%00.0%Unchanged
Private Wealth Management Group, LLC6$1.31K0.00%00.0%Unchanged
Hughes Financial Services, LLC6$1.31K0.00%+6New
SOA Wealth Advisors, LLC.7$1.42K0.00%00.0%Unchanged
Dunhill Financial, LLC6$1.50K0.00%00.0%Unchanged
Golden State Equity Partners7$1.52K0.00%+7New
Quest 10 Wealth Builders, Inc.7$1.52K0.00%+7New
Clear Street Markets LLC8$1.74K0.00%−66−89.2%Reduced
Retirement Wealth Solutions LLC8$1.74K0.00%+1+14.3%Added
SHP Wealth Management8$1.74K0.00%+8New
Glen Eagle Advisors, LLC8$1.76K0.00%00.0%Unchanged
UMA Financial Services, Inc.9$1.96K0.00%00.0%Unchanged
Park Square Financial Group, LLC10$2.18K0.02%−158−94.0%Reduced
Sachetta, LLC10$2.18K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$2.18K0.00%+2+25.0%Added
Valued Wealth Advisors LLC10$2.18K0.00%+10New
Mowery & Schoenfeld Wealth Management, LLC10$2.19K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC11$2.40K0.00%+4+57.1%Added
ZRC Wealth Management, LLC11$2.40K0.00%+10+1,000.0%Added
IMA Wealth, Inc.12$2.61K0.00%00.0%Unchanged
Spire Wealth Management12$2.61K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC12$2.61K0.00%00.0%Unchanged
Rialto Wealth Management, LLC12$2.61K0.00%+4+50.0%Added
DiNuzzo Private Wealth, Inc.13$2.83K0.00%00.0%Unchanged
Kilter Group LLC13$2.83K0.00%+8+160.0%Added
Dogwood Wealth Management LLC14$3.05K0.00%+14New
Burk Holdings LLC14$3.05K0.00%+14New
Colonial Trust Co15$3.27K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc15$3.27K0.00%+15New
Innovative Asset Advisors Group, LLC16$3.50K0.00%+16New
Maseco LLP16$3.50K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$3.70K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC17$3.70K0.00%00.0%Unchanged
RWM Asset Management, LLC19$4.14K0.00%+19New
Whipplewood Advisors, LLC22$4.79K0.00%+22New
Lloyd Advisory Services, LLC.22$4.81K0.00%+22New
Kingdom Financial Group LLC.22$4.81K0.00%+22New
Addison Advisors LLC23$5.01K0.00%−5−17.9%Reduced
Bruce G. Allen Investments, LLC24$5.23K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.24$5.23K0.00%+24New
MV Capital Management, Inc.24$5.23K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$5.45K0.00%00.0%Unchanged
United Financial Planning Group LLC25$5.45K0.00%+25New
True Wealth Design, LLC25$5.45K0.00%+12+92.3%Added
Marquette Asset Management, LLC25$5.45K0.00%+13+108.3%Added
POM Investment Strategies, LLC26$5.66K0.01%+26New
Signature Resources Capital Management, LLC26$5.66K0.00%+26New
Highline Wealth Partners LLC26$5.66K0.00%+26New
Richardson Financial Services Inc.27$5.88K0.00%−26−49.1%Reduced
Rothschild Investment LLC27$5.88K0.00%−10−27.0%Reduced
Prestige Wealth Management Group LLC27$5.88K0.00%00.0%Unchanged
Valley National Advisers Inc28$6.00K0.00%00.0%Unchanged
Basepoint Wealth LLC29$6.32K0.00%−25−46.3%Reduced
Cedar Mountain Advisors, LLC30$6.53K0.00%+27+900.0%Added
Eldridge Investment Advisors, Inc.32$6.97K0.00%+32New
Larson Financial Group LLC34$7.51K0.00%+18+112.5%Added
Alerus Financial NA35$7.62K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.36$7.84K0.00%00.0%Unchanged
Signature Equity Partners, LLC37$7.98K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC38$8.20K0.00%+1+2.7%Added
Private Trust Co NA43$9.37K0.00%−61−58.7%Reduced
Cornerstone Planning Group LLC41$9.49K0.00%+1+2.5%Added
Capital Advisors, Ltd. LLC45$10.0K0.00%−17−27.4%Reduced
Twin Peaks Wealth Advisors, LLC46$10.0K0.00%+46New
Keating Financial Advisory Services, Inc.47$10.2K0.00%+17+56.7%Added
Lodestone Wealth Management LLC48$10.5K0.00%00.0%Unchanged
Sunrise Financial Services, LLC50$10.9K0.01%00.0%Unchanged
Owl Creek Wealth Partners LLC50$10.9K0.00%+50New
Accordant Advisory Group Inc56$12.2K0.01%+56New