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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 58 | $12.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 59 | $12.9K | 0.00% | +14+31.1% | Added |
| Cetera Trust Company, N.A | 60 | $13.1K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 60 | $13.1K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 61 | $13.3K | 0.00% | +13+27.1% | Added |
| Copia Wealth Management | 62 | $13.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 65 | $14.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $14.4K | 0.00% | −5−7.0% | Reduced |
| Arlington Trust Co LLC | 70 | $15.2K | 0.00% | +13+22.8% | Added |
| IFP Advisors, Inc | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $17.2K | 0.00% | −5−6.0% | Reduced |
| Hantz Financial Services, Inc. | 82 | $18.0K | 0.00% | +31+60.8% | Added |
| CVA Family Office, LLC | 83 | $18.1K | 0.00% | +83 | New |
| EFG International AG | 87 | $18.9K | 0.00% | −578−86.9% | Reduced |
| Smithfield Trust Co | 95 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 97 | $21.1K | 0.00% | +1+1.0% | Added |
| Massmutual Trust Co FSB | 99 | $21.6K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 102 | $22.2K | 0.01% | +102 | New |
| Transamerica Financial Advisors, Inc. | 108 | $23.6K | 0.00% | +56+107.7% | Added |
| Raleigh Capital Management Inc. | 113 | $24.7K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 116 | $25.0K | 0.01% | +15+14.9% | Added |
| Umb Bank N A | 117 | $25.5K | 0.00% | −44−27.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 133 | $29.0K | 0.00% | −69−34.2% | Reduced |
| Zions Bancorporation, National Association | 134 | $29.2K | 0.00% | −98−42.2% | Reduced |
| Onefund, LLC | 137 | $29.6K | 0.02% | −13−8.7% | Reduced |
| Smartleaf Asset Management LLC | 159 | $34.4K | 0.00% | +5+3.2% | Added |
| Cromwell Holdings LLC | 166 | $36.2K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 158 | $42.4K | 0.03% | +70+79.5% | Added |
| REAP Financial Group, LLC | 195 | $42.5K | 0.01% | +8+4.3% | Added |
| Bryn Mawr Trust Co | 200 | $43.6K | 0.00% | −8−3.8% | Reduced |
| Quarry LP | 216 | $47.0K | 0.01% | −1,352−86.2% | Reduced |
| Tema ETFs LLC | 227 | $49.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 235 | $51.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 238 | $51.9K | 0.00% | +108+83.1% | Added |
| Root Financial Partners, LLC | 246 | $53.6K | 0.00% | +53+27.5% | Added |
| Versant Capital Management, Inc | 246 | $53.6K | 0.01% | +115+87.8% | Added |
| Cullen/Frost Bankers, Inc. | 274 | $59.7K | 0.00% | +94+52.2% | Added |
| State of Wyoming | 284 | $61.9K | 0.01% | −2,151−88.3% | Reduced |
| Parkside Financial Bank & Trust | 299 | $65.1K | 0.01% | +4+1.4% | Added |
| Harbour Investments, Inc. | 304 | $66.4K | 0.00% | +238+360.6% | Added |
| Covestor Ltd | 332 | $72.0K | 0.05% | −26−7.3% | Reduced |
| MAI Capital Management | 334 | $72.7K | 0.00% | +157+88.7% | Added |
| Acadian Asset Management LLC | 337 | $73.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 340 | $74.0K | 0.00% | −44−11.5% | Reduced |
| Parallel Advisors, LLC | 386 | $84.1K | 0.00% | +68+21.4% | Added |
| Ancora Advisors, LLC | 395 | $86.0K | 0.00% | +274+226.4% | Added |
| Mather Group, LLC. | 411 | $89.5K | 0.00% | +411 | New |
| USA Financial Portformulas Corp | 426 | $92.8K | 0.02% | −125−22.7% | Reduced |
| Assetmark, Inc | 435 | $94.7K | 0.00% | +72+19.8% | Added |
| Credit Industriel Et Commercial | 450 | $98.0K | 0.02% | +450 | New |
| Atlas Capital Advisors LLC | 461 | $100.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 497 | $108.3K | 0.00% | +126+34.0% | Added |
| Central Pacific Bank - Trust Division | 510 | $111.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 518 | $112.8K | 0.01% | +89+20.7% | Added |
| TopTier Wealth Management, LLC | 569 | $123.9K | 0.08% | +569 | New |
| Harbor Investment Advisory, LLC | 600 | $130.7K | 0.01% | −123−17.0% | Reduced |
| EverSource Wealth Advisors, LLC | 600 | $130.7K | 0.00% | +76+14.5% | Added |
| Resona Asset Management Co.,Ltd. | 661 | $142.8K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 661 | $143.0K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 660 | $143.8K | 0.00% | +660 | New |
| Canada Post Corp Registered Pension Plan | 786 | $171.2K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 788 | $171.6K | 0.05% | −200−20.2% | Reduced |
| Horizon Investments, LLC | 846 | $184.3K | 0.00% | +34+4.2% | Added |
| Camden Capital, LLC | 880 | $191.7K | 0.01% | −199−18.4% | Reduced |
| HM Payson & Co | 881 | $191.9K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 932 | $203.1K | 0.00% | +932 | New |
| Aaron Wealth Advisors | 933 | $203.2K | 0.01% | −47−4.8% | Reduced |
| Innova Wealth Partners | 940 | $204.8K | 0.10% | 00.0% | Unchanged |
| 111 Capital | 946 | $206.0K | 0.05% | +17+1.8% | Added |
| Metis Global Partners, LLC | 948 | $206.5K | 0.01% | −126−11.7% | Reduced |
| Atria Investments LLC | 976 | $212.6K | 0.00% | −77−7.3% | Reduced |
| Hilltop National Bank | 987 | $215.0K | 0.05% | +24+2.5% | Added |
| CenterBook Partners LP | 991 | $215.8K | 0.01% | +991 | New |
| Chicago Partners Investment Group LLC | 944 | $216.2K | 0.00% | +944 | New |
| WBH Advisory Inc | 1,000 | $216.3K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,005 | $218.9K | 0.00% | −310−23.6% | Reduced |
| CX Institutional | 1,008 | $219.0K | 0.01% | −61−5.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,036 | $225.2K | 0.00% | −48−4.4% | Reduced |
| Patton Fund Management, Inc. | 1,045 | $227.6K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,051 | $229.1K | 0.01% | −109−9.4% | Reduced |
| Boothbay Fund Management, LLC | 1,059 | $230.7K | 0.01% | +1,059 | New |
| J.W. Cole Advisors, Inc. | 1,063 | $231.4K | 0.01% | −138−11.5% | Reduced |
| Cresset Asset Management, LLC | 1,066 | $232.2K | 0.00% | +2+0.2% | Added |
| Calamos Wealth Management LLC | 1,074 | $233.9K | 0.01% | +22+2.1% | Added |
| Scientech Research LLC | 1,078 | $234.8K | 0.20% | +1,078 | New |
| LRI Investments, LLC | 1,080 | $235.3K | 0.02% | −12−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 1,103 | $240.2K | 0.00% | +1,103 | New |
| SC&H Financial Advisors, Inc. | 1,110 | $241.8K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,118 | $243.5K | 0.03% | +1,118 | New |
| Beacon Pointe Advisors, LLC | 1,126 | $245.2K | 0.00% | +1,126 | New |
| Catalyst Financial Partners LLC | 1,126 | $245.3K | 0.03% | +13+1.2% | Added |
| WCM Investment Management, LLC | 1,142 | $246.8K | 0.00% | +206+22.0% | Added |
| Abacus Wealth Partners, LLC | 1,153 | $251.1K | 0.02% | +26+2.3% | Added |
| Gateway Wealth Partners, LLC | 1,154 | $251.4K | 0.01% | +1,154 | New |
| Callan Family Office, LLC | 1,157 | $252.0K | 0.01% | −23−1.9% | Reduced |
| Vontobel Holding Ltd. | 1,176 | $256.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,178 | $256.6K | 0.00% | +1,178 | New |
| Ramirez Asset Management, Inc. | 1,180 | $257.0K | 0.03% | 00.0% | Unchanged |