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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 2,311 | $503.0K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 2,275 | $495.5K | 0.00% | −36−1.6% | Reduced |
| DnB Asset Management AS | 2,270 | $494.4K | 0.00% | +2,270 | New |
| AE Wealth Management LLC | 2,243 | $488.5K | 0.00% | +2,243 | New |
| KBC Group NV | 2,233 | $486.0K | 0.00% | +151+7.3% | Added |
| Vestcor Inc | 2,229 | $485.0K | 0.01% | +1,567+236.7% | Added |
| Blackhawk Capital Partners LLC. | 2,223 | $484.2K | 0.18% | +55+2.5% | Added |
| Coldstream Capital Management Inc | 2,215 | $482.4K | 0.01% | −227−9.3% | Reduced |
| Mirabella Financial Services LLP | 2,205 | $480.3K | 0.05% | −1,101−33.3% | Reduced |
| denkapparat Operations GmbH | 2,182 | $475.3K | 0.20% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 2,170 | $472.7K | 0.45% | −67−3.0% | Reduced |
| Asset Management Group, Inc. | 2,164 | $471.3K | 0.08% | −240−10.0% | Reduced |
| Optimize Financial Inc | 2,137 | $465.5K | 0.23% | −26−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,133 | $464.7K | 0.00% | +99+4.9% | Added |
| CIBC World Markets Inc. | 2,108 | $459.1K | 0.00% | +2,108 | New |
| CWM, LLC | 2,100 | $457.5K | 0.00% | −27−1.3% | Reduced |
| Empower Advisory Group, LLC | 2,083 | $453.7K | 0.00% | −2,691−56.4% | Reduced |
| MUFG Securities EMEA plc | 2,053 | $447.2K | 0.01% | −8,027−79.6% | Reduced |
| Lecap Asset Management Ltd | 2,041 | $444.6K | 0.17% | +2,041 | New |
| Northwestern Mutual Wealth Management Co | 2,032 | $442.6K | 0.00% | +1,127+124.5% | Added |
| Clearstead Advisors, LLC | 2,017 | $439.3K | 0.00% | −109−5.1% | Reduced |
| Ritholtz Wealth Management | 1,970 | $429.1K | 0.01% | +82+4.3% | Added |
| United Capital Financial Advisers, LLC | 1,961 | $427.1K | 0.00% | +27+1.4% | Added |
| Omers Administration Corp | 1,925 | $419.3K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,900 | $413.8K | 0.02% | −3−0.2% | Reduced |
| Sanctuary Advisors, LLC | 1,897 | $413.2K | 0.00% | −96−4.8% | Reduced |
| AlphaGrep UK Ltd | 1,894 | $412.5K | 0.12% | +1,894 | New |
| US Bancorp | 1,879 | $409.3K | 0.00% | −118−5.9% | Reduced |
| Fieldview Capital Management, LLC | 1,846 | $402.1K | 0.12% | +192+11.6% | Added |
| Asset Management One Co.,Ltd. | 1,842 | $401.2K | 0.00% | −38−2.0% | Reduced |
| AlphaCore Capital LLC | 1,830 | $398.6K | 0.01% | −79−4.1% | Reduced |
| Kentucky Retirement Systems | 6,004 | $398.0K | 0.03% | +6,004 | New |
| Qsemble Capital Management, LP | 1,772 | $386.0K | 0.03% | +1,772 | New |
| Aigen Investment Management, LP | 1,759 | $383.1K | 0.10% | −2,354−57.2% | Reduced |
| Atomi Financial Group, Inc. | 1,733 | $377.5K | 0.01% | +112+6.9% | Added |
| Cornerstone Investment Partners, LLC | 1,717 | $374.0K | 0.02% | +66+4.0% | Added |
| Sterling Capital Management LLC | 1,674 | $364.6K | 0.01% | −1,330−44.3% | Reduced |
| Macquarie Group Ltd | 1,654 | $360.3K | 0.00% | −476−22.3% | Reduced |
| Ifrah Financial Services, Inc. | 1,647 | $358.7K | 0.09% | −39−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,630 | $355.1K | 0.00% | −478−22.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,628 | $354.6K | 0.00% | +345+26.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,603 | $349.1K | 0.01% | +3+0.2% | Added |
| BCS Private Wealth Management, Inc. | 1,602 | $348.9K | 0.11% | +55+3.6% | Added |
| Commonwealth Equity Services, LLC | 1,590 | $346.3K | 0.00% | −222−12.3% | Reduced |
| R Squared Ltd | 1,589 | $346.1K | 0.19% | +1,589 | New |
| Nomura Asset Management Co Ltd | 1,579 | $343.9K | 0.00% | −251−13.7% | Reduced |
| Warren Averett Asset Management, LLC | 1,562 | $340.2K | 0.00% | +1,562 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,537 | $334.8K | 0.00% | −4−0.3% | Reduced |
| Cookson Peirce & Co Inc | 1,529 | $333.1K | 0.01% | +165+12.1% | Added |
| Wedge Capital Management L L P | 1,521 | $331.3K | 0.01% | −1,282−45.7% | Reduced |
| Vident Advisory, LLC | 1,486 | $323.7K | 0.00% | +131+9.7% | Added |
| North Dakota State Investment Board | 1,482 | $322.8K | 0.01% | −256−14.7% | Reduced |
| Gateway Investment Advisers LLC | 1,468 | $319.6K | 0.00% | +1,468 | New |
| 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 |
| McElhenny Sheffield Capital Management, LLC | 1,442 | $314.1K | 0.08% | −139−8.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,418 | $308.9K | 0.01% | −1,044−42.4% | Reduced |
| Wealthfront Advisers LLC | 1,414 | $308.0K | 0.00% | +113+8.7% | Added |
| Merit Financial Group, LLC | 1,390 | $302.7K | 0.00% | −29−2.0% | Reduced |
| MUFG Securities Americas Inc. | 1,386 | $301.9K | 0.02% | +37+2.7% | Added |
| Prelude Capital Management, LLC | 1,376 | $299.7K | 0.02% | +364+36.0% | Added |
| MQS Management LLC | 1,372 | $298.8K | 0.20% | +1,372 | New |
| Crestmont Private Wealth LLC | 1,363 | $296.9K | 0.09% | +467+52.1% | Added |
| Ronald Blue Trust, Inc. | 1,357 | $295.7K | 0.00% | −128−8.6% | 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 |
| Martingale Asset Management L P | 1,352 | $294.5K | 0.01% | −730−35.1% | Reduced |
| Everence Capital Management Inc | 1,350 | $294.0K | 0.02% | +1,350 | New |
| Farther Finance Advisors, LLC | 1,349 | $291.8K | 0.00% | −128−8.7% | Reduced |
| Squarepoint Ops LLC | 1,331 | $289.9K | 0.00% | −4−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,328 | $289.3K | 0.01% | −359−21.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,314 | $287.1K | 0.01% | −305−18.8% | Reduced |
| Nomura Holdings Inc | 1,311 | $285.5K | 0.00% | −240−15.5% | Reduced |
| Skopos Labs, Inc. | 1,310 | $285.3K | 0.01% | +1,310 | New |
| Stifel Financial Corp | 1,303 | $284.0K | 0.00% | −3,914−75.0% | Reduced |
| Crossmark Global Holdings, Inc. | 1,303 | $283.8K | 0.00% | −842−39.3% | Reduced |
| HB Wealth Management, LLC | 1,301 | $283.4K | 0.00% | −134−9.3% | Reduced |
| C M Bidwell & Associates Ltd | 1,289 | $280.8K | 0.13% | −8−0.6% | Reduced |
| V-Square Quantitative Management LLC | 1,286 | $280.1K | 0.03% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,155 | $278.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,235 | $269.0K | 0.00% | +93+8.1% | Added |
| TD Private Client Wealth LLC | 1,228 | $267.5K | 0.01% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 1,220 | $265.7K | 0.01% | −271−18.2% | Reduced |
| Regions Financial Corp | 1,209 | $263.3K | 0.00% | −65−5.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,203 | $262.0K | 0.00% | +118+10.9% | Added |
| First Financial Bankshares Inc | 1,191 | $259.4K | 0.01% | −274−18.7% | Reduced |
| Ramirez Asset Management, Inc. | 1,180 | $257.0K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,178 | $256.6K | 0.00% | +1,178 | New |
| Vontobel Holding Ltd. | 1,176 | $256.1K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,157 | $252.0K | 0.01% | −23−1.9% | Reduced |
| Gateway Wealth Partners, LLC | 1,154 | $251.4K | 0.01% | +1,154 | New |
| Abacus Wealth Partners, LLC | 1,153 | $251.1K | 0.02% | +26+2.3% | Added |
| WCM Investment Management, LLC | 1,142 | $246.8K | 0.00% | +206+22.0% | Added |
| Catalyst Financial Partners LLC | 1,126 | $245.3K | 0.03% | +13+1.2% | Added |
| Beacon Pointe Advisors, LLC | 1,126 | $245.2K | 0.00% | +1,126 | New |
| Claro Advisors LLC | 1,118 | $243.5K | 0.03% | +1,118 | New |
| SC&H Financial Advisors, Inc. | 1,110 | $241.8K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,103 | $240.2K | 0.00% | +1,103 | New |
| LRI Investments, LLC | 1,080 | $235.3K | 0.02% | −12−1.1% | Reduced |
| Scientech Research LLC | 1,078 | $234.8K | 0.20% | +1,078 | New |