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 |
|---|---|---|---|---|---|
| First Financial Bankshares Inc | 1,191 | $259.4K | 0.01% | −274−18.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,203 | $262.0K | 0.00% | +118+10.9% | Added |
| Regions Financial Corp | 1,209 | $263.3K | 0.00% | −65−5.1% | Reduced |
| Quadrant Capital Group LLC | 1,220 | $265.7K | 0.01% | −271−18.2% | Reduced |
| TD Private Client Wealth LLC | 1,228 | $267.5K | 0.01% | +1+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,235 | $269.0K | 0.00% | +93+8.1% | Added |
| Sax Wealth Advisors, LLC | 1,155 | $278.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,286 | $280.1K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,289 | $280.8K | 0.13% | −8−0.6% | Reduced |
| HB Wealth Management, LLC | 1,301 | $283.4K | 0.00% | −134−9.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,303 | $283.8K | 0.00% | −842−39.3% | Reduced |
| Stifel Financial Corp | 1,303 | $284.0K | 0.00% | −3,914−75.0% | Reduced |
| Skopos Labs, Inc. | 1,310 | $285.3K | 0.01% | +1,310 | New |
| Nomura Holdings Inc | 1,311 | $285.5K | 0.00% | −240−15.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,314 | $287.1K | 0.01% | −305−18.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,328 | $289.3K | 0.01% | −359−21.3% | Reduced |
| Squarepoint Ops LLC | 1,331 | $289.9K | 0.00% | −4−0.3% | Reduced |
| Farther Finance Advisors, LLC | 1,349 | $291.8K | 0.00% | −128−8.7% | Reduced |
| Everence Capital Management Inc | 1,350 | $294.0K | 0.02% | +1,350 | New |
| Martingale Asset Management L P | 1,352 | $294.5K | 0.01% | −730−35.1% | Reduced |
| Securian Asset Management, Inc | 1,355 | $295.1K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,355 | $295.1K | 0.04% | +1,355 | New |
| Ronald Blue Trust, Inc. | 1,357 | $295.7K | 0.00% | −128−8.6% | Reduced |
| Crestmont Private Wealth LLC | 1,363 | $296.9K | 0.09% | +467+52.1% | Added |
| MQS Management LLC | 1,372 | $298.8K | 0.20% | +1,372 | New |
| Prelude Capital Management, LLC | 1,376 | $299.7K | 0.02% | +364+36.0% | Added |
| MUFG Securities Americas Inc. | 1,386 | $301.9K | 0.02% | +37+2.7% | Added |
| Merit Financial Group, LLC | 1,390 | $302.7K | 0.00% | −29−2.0% | Reduced |
| Wealthfront Advisers LLC | 1,414 | $308.0K | 0.00% | +113+8.7% | Added |
| Ameritas Advisory Services, LLC | 1,418 | $308.9K | 0.01% | −1,044−42.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,442 | $314.1K | 0.08% | −139−8.8% | Reduced |
| Korea Investment CORP | 1,455 | $316.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,455 | $316.9K | 0.01% | +81+5.9% | Added |
| Gateway Investment Advisers LLC | 1,468 | $319.6K | 0.00% | +1,468 | New |
| North Dakota State Investment Board | 1,482 | $322.8K | 0.01% | −256−14.7% | Reduced |
| Vident Advisory, LLC | 1,486 | $323.7K | 0.00% | +131+9.7% | Added |
| Wedge Capital Management L L P | 1,521 | $331.3K | 0.01% | −1,282−45.7% | Reduced |
| Cookson Peirce & Co Inc | 1,529 | $333.1K | 0.01% | +165+12.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,537 | $334.8K | 0.00% | −4−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,562 | $340.2K | 0.00% | +1,562 | New |
| Nomura Asset Management Co Ltd | 1,579 | $343.9K | 0.00% | −251−13.7% | Reduced |
| R Squared Ltd | 1,589 | $346.1K | 0.19% | +1,589 | New |
| Commonwealth Equity Services, LLC | 1,590 | $346.3K | 0.00% | −222−12.3% | Reduced |
| BCS Private Wealth Management, Inc. | 1,602 | $348.9K | 0.11% | +55+3.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,603 | $349.1K | 0.01% | +3+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,628 | $354.6K | 0.00% | +345+26.9% | Added |
| Resources Investment Advisors, LLC. | 1,630 | $355.1K | 0.00% | −478−22.7% | Reduced |
| Ifrah Financial Services, Inc. | 1,647 | $358.7K | 0.09% | −39−2.3% | Reduced |
| Macquarie Group Ltd | 1,654 | $360.3K | 0.00% | −476−22.3% | Reduced |
| Sterling Capital Management LLC | 1,674 | $364.6K | 0.01% | −1,330−44.3% | Reduced |
| Cornerstone Investment Partners, LLC | 1,717 | $374.0K | 0.02% | +66+4.0% | Added |
| Atomi Financial Group, Inc. | 1,733 | $377.5K | 0.01% | +112+6.9% | Added |
| Aigen Investment Management, LP | 1,759 | $383.1K | 0.10% | −2,354−57.2% | Reduced |
| Qsemble Capital Management, LP | 1,772 | $386.0K | 0.03% | +1,772 | New |
| Kentucky Retirement Systems | 6,004 | $398.0K | 0.03% | +6,004 | New |
| AlphaCore Capital LLC | 1,830 | $398.6K | 0.01% | −79−4.1% | Reduced |
| Asset Management One Co.,Ltd. | 1,842 | $401.2K | 0.00% | −38−2.0% | Reduced |
| Fieldview Capital Management, LLC | 1,846 | $402.1K | 0.12% | +192+11.6% | Added |
| US Bancorp | 1,879 | $409.3K | 0.00% | −118−5.9% | Reduced |
| AlphaGrep UK Ltd | 1,894 | $412.5K | 0.12% | +1,894 | New |
| Sanctuary Advisors, LLC | 1,897 | $413.2K | 0.00% | −96−4.8% | Reduced |
| Empirical Finance, LLC | 1,900 | $413.8K | 0.02% | −3−0.2% | Reduced |
| Omers Administration Corp | 1,925 | $419.3K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,961 | $427.1K | 0.00% | +27+1.4% | Added |
| Ritholtz Wealth Management | 1,970 | $429.1K | 0.01% | +82+4.3% | Added |
| Clearstead Advisors, LLC | 2,017 | $439.3K | 0.00% | −109−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,032 | $442.6K | 0.00% | +1,127+124.5% | Added |
| Lecap Asset Management Ltd | 2,041 | $444.6K | 0.17% | +2,041 | New |
| MUFG Securities EMEA plc | 2,053 | $447.2K | 0.01% | −8,027−79.6% | Reduced |
| Empower Advisory Group, LLC | 2,083 | $453.7K | 0.00% | −2,691−56.4% | Reduced |
| CWM, LLC | 2,100 | $457.5K | 0.00% | −27−1.3% | Reduced |
| CIBC World Markets Inc. | 2,108 | $459.1K | 0.00% | +2,108 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,133 | $464.7K | 0.00% | +99+4.9% | Added |
| Optimize Financial Inc | 2,137 | $465.5K | 0.23% | −26−1.2% | Reduced |
| Asset Management Group, Inc. | 2,164 | $471.3K | 0.08% | −240−10.0% | Reduced |
| Real Talk Capital, LLC | 2,170 | $472.7K | 0.45% | −67−3.0% | Reduced |
| denkapparat Operations GmbH | 2,182 | $475.3K | 0.20% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,205 | $480.3K | 0.05% | −1,101−33.3% | Reduced |
| Coldstream Capital Management Inc | 2,215 | $482.4K | 0.01% | −227−9.3% | Reduced |
| Blackhawk Capital Partners LLC. | 2,223 | $484.2K | 0.18% | +55+2.5% | Added |
| Vestcor Inc | 2,229 | $485.0K | 0.01% | +1,567+236.7% | Added |
| KBC Group NV | 2,233 | $486.0K | 0.00% | +151+7.3% | Added |
| AE Wealth Management LLC | 2,243 | $488.5K | 0.00% | +2,243 | New |
| DnB Asset Management AS | 2,270 | $494.4K | 0.00% | +2,270 | New |
| ING Groep NV | 2,275 | $495.5K | 0.00% | −36−1.6% | Reduced |
| New Mexico Educational Retirement Board | 2,311 | $503.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 2,323 | $506.0K | 0.02% | +405+21.1% | Added |
| Blair William & Co | 2,350 | $511.9K | 0.00% | −346−12.8% | Reduced |
| iA Global Asset Management Inc. | 2,364 | $515.0K | 0.01% | +293+14.1% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,366 | $515.3K | 0.07% | +2,366 | New |
| Employees Retirement System of Texas | 2,370 | $516.0K | 0.00% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 2,374 | $517.1K | 0.23% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,414 | $526.0K | 0.00% | +262+12.2% | Added |
| Syon Capital LLC | 2,415 | $526.0K | 0.03% | +525+27.8% | Added |
| GAMMA Investing LLC | 2,422 | $527.5K | 0.02% | +168+7.5% | Added |
| Maryland State Retirement & Pension System | 2,431 | $529.5K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,447 | $533.0K | 0.02% | −239−8.9% | Reduced |
| Pacer Advisors, Inc. | 2,498 | $544.0K | 0.00% | −2,563−50.6% | Reduced |
| Impact Partnership Wealth, LLC | 2,520 | $548.9K | 0.07% | +2,520 | New |
| Tobias Financial Advisors, Inc. | 2,529 | $550.8K | 0.08% | −429−14.5% | Reduced |