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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,339 | $12.5M | 0.01% | +822+1.5% | Added |
| Los Angeles Capital Management LLC | 57,446 | $12.5M | 0.05% | −12,450−17.8% | Reduced |
| California State Teachers Retirement System | 58,828 | $12.8M | 0.01% | +11,030+23.1% | Added |
| Shay Capital LLC | 62,000 | $13.5M | 1.92% | +27,200+78.2% | Added |
| Ameriprise Financial Inc | 64,117 | $14.0M | 0.00% | −4,592−6.7% | Reduced |
| Principal Financial Group Inc | 66,882 | $14.6M | 0.01% | +10,317+18.2% | Added |
| Zacks Investment Management | 70,545 | $15.4M | 0.12% | +723+1.0% | Added |
| BNP Paribas Arbitrage, SA | 72,124 | $15.7M | 0.01% | −45,749−38.8% | Reduced |
| HSBC Holdings PLC | 72,632 | $15.8M | 0.01% | −6,859−8.6% | Reduced |
| Alliancebernstein L.P. | 65,655 | $15.8M | 0.01% | −4,986−7.1% | Reduced |
| Quantinno Capital Management LP | 74,826 | $16.3M | 0.03% | +34,103+83.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,350 | $16.8M | 0.03% | +301+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 77,616 | $16.9M | 0.14% | +6,054+8.5% | Added |
| Legal & General Group Plc | 78,125 | $17.0M | 0.00% | −9,984−11.3% | Reduced |
| Royal Bank of Canada | 79,737 | $17.4M | 0.00% | +11,712+17.2% | Added |
| SEI Investments Co | 80,774 | $17.6M | 0.02% | +18,966+30.7% | Added |
| Kennedy Capital Management, Inc. | 84,649 | $18.4M | 0.39% | +1,258+1.5% | Added |
| Picton Mahoney Asset Management | 92,412 | $20.1M | 0.21% | +1,007+1.1% | Added |
| Citadel Advisors LLC | 96,059 | $20.9M | 0.01% | +75,577+369.0% | Added |
| Hallmark Capital Management Inc | 96,859 | $21.1M | 1.36% | +54+0.1% | Added |
| Envestnet Asset Management Inc | 98,353 | $21.4M | 0.01% | −20,966−17.6% | Reduced |
| Swiss National Bank | 99,000 | $21.6M | 0.01% | −500−0.5% | Reduced |
| Marshall Wace, LLP | 99,888 | $21.8M | 0.02% | +67,274+206.3% | Added |
| Gotham Asset Management, LLC | 101,095 | $22.0M | 0.07% | +21,495+27.0% | Added |
| Oberweis Asset Management Inc | 102,300 | $22.3M | 0.66% | +19,300+23.3% | Added |
| Rhumbline Advisers | 105,962 | $23.1M | 0.02% | +1,048+1.0% | Added |
| Calamos Advisors LLC | 107,355 | $23.4M | 0.09% | +1,543+1.5% | Added |
| Vanguard Global Advisers, LLC | 108,058 | $23.5M | 0.01% | +108,058 | New |
| Barclays PLC | 111,956 | $24.4M | 0.01% | −40,311−26.5% | Reduced |
| Federated Hermes, Inc. | 113,033 | $24.6M | 0.04% | −2,337−2.0% | Reduced |
| Prana Capital Management, LP | 117,528 | $25.6M | 0.78% | +117,528 | New |
| JPMorgan Chase & Co | 119,178 | $25.8M | 0.00% | +14,336+13.7% | Added |
| Deprince Race & Zollo Inc | 120,545 | $26.3M | 0.50% | −270−0.2% | Reduced |
| Lord, Abbett & Co. LLC | 120,750 | $26.3M | 0.09% | +6,020+5.2% | Added |
| Robeco Institutional Asset Management B.V. | 124,241 | $27.1M | 0.04% | −61,708−33.2% | Reduced |
| Nuveen, LLC | 126,869 | $27.6M | 0.01% | +1,626+1.3% | Added |
| California Public Employees Retirement System | 132,402 | $28.8M | 0.02% | −9,998−7.0% | Reduced |
| Jain Global LLC | 137,217 | $29.9M | 0.38% | +137,217 | New |
| UBS Group AG | 138,271 | $30.1M | 0.01% | +22,001+18.9% | Added |
| Prudential Financial Inc | 143,262 | $31.2M | 0.04% | −32,063−18.3% | Reduced |
| Allianz Asset Management GmbH | 146,740 | $32.0M | 0.04% | +93,837+177.4% | Added |
| PFA Pension, Forsikringsaktieselskab | 149,485 | $32.6M | 0.10% | 00.0% | Unchanged |
| Amundi | 151,136 | $32.9M | 0.01% | +74,086+96.2% | Added |
| Victory Capital Management Inc | 153,781 | $33.5M | 0.02% | +14,880+10.7% | Added |
| Arrowstreet Capital, Limited Partnership | 158,906 | $34.6M | 0.02% | +63,838+67.1% | Added |
| UBS Asset Management Americas Inc | 169,899 | $37.0M | 0.01% | +3,753+2.3% | Added |
| Clark Capital Management Group, Inc. | 172,329 | $37.5M | 0.23% | −140,345−44.9% | Reduced |
| American Century Companies Inc | 190,999 | $41.6M | 0.02% | +29,231+18.1% | Added |
| AQR Capital Management LLC | 212,830 | $46.2M | 0.02% | +109,784+106.5% | Added |
| Goldman Sachs Group Inc | 217,441 | $47.4M | 0.01% | +3,907+1.8% | Added |
| TD Asset Management Inc | 251,887 | $54.9M | 0.04% | −63,300−20.1% | Reduced |
| GW&K Investment Management, LLC | 253,068 | $55.1M | 0.49% | −6,388−2.5% | Reduced |
| Millennium Management LLC | 259,560 | $56.5M | 0.04% | −62,675−19.5% | Reduced |
| Vanguard Fiduciary Trust Co | 281,617 | $61.3M | 0.02% | +281,617 | New |
| Deutsche Bank AG | 320,199 | $69.7M | 0.02% | −71,754−18.3% | Reduced |
| Nomura Asset Management International Inc. | 321,135 | $69.9M | 0.12% | −27,809−8.0% | Reduced |
| Jupiter Asset Management Ltd | 328,630 | $71.6M | 0.38% | −20,731−5.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 344,640 | $75.1M | 0.12% | +104,400+43.5% | Added |
| Woodline Partners LP | 356,532 | $77.7M | 0.29% | +255,858+254.1% | Added |
| Bank of America Corp | 361,210 | $78.7M | 0.01% | +4,460+1.3% | Added |
| Gillson Capital LP | 393,016 | $85.6M | 7.02% | +2,811+0.7% | Added |
| First Manhattan Co | 408,589 | $89.0M | 0.25% | −6,053−1.5% | Reduced |
| FIL Ltd | 456,359 | $99.4M | 0.08% | −43,187−8.6% | Reduced |
| Wellington Management Group LLP | 462,519 | $100.7M | 0.02% | +44,373+10.6% | Added |
| Charles Schwab Investment Management Inc | 466,506 | $101.6M | 0.02% | +13,297+2.9% | Added |
| Qube Research & Technologies Ltd | 486,578 | $106.0M | 0.15% | +76,888+18.8% | Added |
| Schroder Investment Management Group | 499,734 | $108.8M | 0.09% | +55,859+12.6% | Added |
| Northern Trust Corp | 512,825 | $111.7M | 0.01% | −111,251−17.8% | Reduced |
| Lyrical Asset Management LP | 612,104 | $133.3M | 2.03% | −54,590−8.2% | Reduced |
| First Trust Advisors LP | 632,896 | $137.9M | 0.10% | +53,470+9.2% | Added |
| Nordea Investment Management AB | 661,921 | $142.0M | 0.13% | +76,815+13.1% | Added |
| Morgan Stanley | 656,985 | $143.1M | 0.01% | +16,554+2.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 697,535 | $151.9M | 0.51% | −200.0% | Reduced |
| FMR LLC | 750,361 | $163.4M | 0.01% | −572,607−43.3% | Reduced |
| Voya Investment Management LLC | 834,121 | $181.2M | 0.19% | +266,142+46.9% | Added |
| Massachusetts Financial Services Co | 922,421 | $200.9M | 0.07% | −33,156−3.5% | Reduced |
| Dimensional Fund Advisors LP | 1,125,406 | $245.1M | 0.05% | +205,767+22.4% | Added |
| Price T Rowe Associates Inc | 1,146,514 | $249.7M | 0.03% | +83,081+7.8% | Added |
| Invesco Ltd. | 1,226,447 | $267.1M | 0.03% | +158,981+14.9% | Added |
| Geode Capital Management, LLC | 1,406,786 | $305.9M | 0.02% | +34,042+2.5% | Added |
| State Street Corp | 2,531,416 | $551.4M | 0.02% | −39,999−1.6% | Reduced |
| Vanguard Portfolio Management LLC | 3,008,137 | $655.2M | 0.03% | +3,008,137 | New |
| Vanguard Capital Management LLC | 3,243,504 | $706.5M | 0.02% | +3,243,504 | New |
| T. Rowe Price Investment Management, Inc. | 3,272,043 | $712.7M | 0.49% | −349,815−9.7% | Reduced |
| BlackRock, Inc. | 3,945,876 | $859.5M | 0.02% | −29,814−0.7% | Reduced |
| Bank of New York Mellon Corp | 4,816,951 | $1.05B | 0.19% | −223,396−4.4% | Reduced |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −348,607−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −48,187−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −36,957−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −27,577−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −9,710−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,949−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −4,467−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −2,672−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |