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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| JMN Financial LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Ewa, LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| 1015 Capital Partners, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| NDVR, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |