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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 1,074 | $233.9K | 0.01% | +22+2.1% | Added |
| Cresset Asset Management, LLC | 1,066 | $232.2K | 0.00% | +2+0.2% | Added |
| J.W. Cole Advisors, Inc. | 1,063 | $231.4K | 0.01% | −138−11.5% | Reduced |
| Boothbay Fund Management, LLC | 1,059 | $230.7K | 0.01% | +1,059 | New |
| SageView Advisory Group, LLC | 1,051 | $229.1K | 0.01% | −109−9.4% | Reduced |
| Patton Fund Management, Inc. | 1,045 | $227.6K | 0.04% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,036 | $225.2K | 0.00% | −48−4.4% | Reduced |
| CX Institutional | 1,008 | $219.0K | 0.01% | −61−5.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,005 | $218.9K | 0.00% | −310−23.6% | Reduced |
| WBH Advisory Inc | 1,000 | $216.3K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 944 | $216.2K | 0.00% | +944 | New |
| CenterBook Partners LP | 991 | $215.8K | 0.01% | +991 | New |
| Hilltop National Bank | 987 | $215.0K | 0.05% | +24+2.5% | Added |
| Atria Investments LLC | 976 | $212.6K | 0.00% | −77−7.3% | Reduced |
| Metis Global Partners, LLC | 948 | $206.5K | 0.01% | −126−11.7% | Reduced |
| 111 Capital | 946 | $206.0K | 0.05% | +17+1.8% | Added |
| Innova Wealth Partners | 940 | $204.8K | 0.10% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 933 | $203.2K | 0.01% | −47−4.8% | Reduced |
| Change Path, LLC | 932 | $203.1K | 0.00% | +932 | New |
| HM Payson & Co | 881 | $191.9K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 880 | $191.7K | 0.01% | −199−18.4% | Reduced |
| Horizon Investments, LLC | 846 | $184.3K | 0.00% | +34+4.2% | Added |
| Ballast Advisors LLC | 788 | $171.6K | 0.05% | −200−20.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 786 | $171.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 660 | $143.8K | 0.00% | +660 | New |
| Bullock Wealth Management Group | 661 | $143.0K | 0.07% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 661 | $142.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 600 | $130.7K | 0.00% | +76+14.5% | Added |
| Harbor Investment Advisory, LLC | 600 | $130.7K | 0.01% | −123−17.0% | Reduced |
| TopTier Wealth Management, LLC | 569 | $123.9K | 0.08% | +569 | New |
| Quent Capital, LLC | 518 | $112.8K | 0.01% | +89+20.7% | Added |
| Central Pacific Bank - Trust Division | 510 | $111.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 497 | $108.3K | 0.00% | +126+34.0% | Added |
| Atlas Capital Advisors LLC | 461 | $100.4K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 450 | $98.0K | 0.02% | +450 | New |
| Assetmark, Inc | 435 | $94.7K | 0.00% | +72+19.8% | Added |
| USA Financial Portformulas Corp | 426 | $92.8K | 0.02% | −125−22.7% | Reduced |
| Mather Group, LLC. | 411 | $89.5K | 0.00% | +411 | New |
| Ancora Advisors, LLC | 395 | $86.0K | 0.00% | +274+226.4% | Added |
| Parallel Advisors, LLC | 386 | $84.1K | 0.00% | +68+21.4% | Added |
| Steward Partners Investment Advisory, LLC | 340 | $74.0K | 0.00% | −44−11.5% | Reduced |
| Acadian Asset Management LLC | 337 | $73.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 334 | $72.7K | 0.00% | +157+88.7% | Added |
| Covestor Ltd | 332 | $72.0K | 0.05% | −26−7.3% | Reduced |
| Harbour Investments, Inc. | 304 | $66.4K | 0.00% | +238+360.6% | Added |
| Parkside Financial Bank & Trust | 299 | $65.1K | 0.01% | +4+1.4% | Added |
| State of Wyoming | 284 | $61.9K | 0.01% | −2,151−88.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 274 | $59.7K | 0.00% | +94+52.2% | 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 |
| Allworth Financial LP | 238 | $51.9K | 0.00% | +108+83.1% | Added |
| Ameriflex Group, Inc. | 235 | $51.2K | 0.03% | 00.0% | Unchanged |
| Tema ETFs LLC | 227 | $49.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 216 | $47.0K | 0.01% | −1,352−86.2% | Reduced |
| Bryn Mawr Trust Co | 200 | $43.6K | 0.00% | −8−3.8% | Reduced |
| REAP Financial Group, LLC | 195 | $42.5K | 0.01% | +8+4.3% | Added |
| Wellington-Altus USA Inc. | 158 | $42.4K | 0.03% | +70+79.5% | Added |
| Cromwell Holdings LLC | 166 | $36.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 159 | $34.4K | 0.00% | +5+3.2% | Added |
| Onefund, LLC | 137 | $29.6K | 0.02% | −13−8.7% | Reduced |
| Zions Bancorporation, National Association | 134 | $29.2K | 0.00% | −98−42.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 133 | $29.0K | 0.00% | −69−34.2% | Reduced |
| Umb Bank N A | 117 | $25.5K | 0.00% | −44−27.3% | Reduced |
| Strive Financial Group ,LLC | 116 | $25.0K | 0.01% | +15+14.9% | Added |
| Raleigh Capital Management Inc. | 113 | $24.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 108 | $23.6K | 0.00% | +56+107.7% | Added |
| JPL Wealth Management, LLC | 102 | $22.2K | 0.01% | +102 | New |
| Massmutual Trust Co FSB | 99 | $21.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 97 | $21.1K | 0.00% | +1+1.0% | Added |
| Smithfield Trust Co | 95 | $21.0K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 87 | $18.9K | 0.00% | −578−86.9% | Reduced |
| CVA Family Office, LLC | 83 | $18.1K | 0.00% | +83 | New |
| Hantz Financial Services, Inc. | 82 | $18.0K | 0.00% | +31+60.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 79 | $17.2K | 0.00% | −5−6.0% | Reduced |
| 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 |
| Arlington Trust Co LLC | 70 | $15.2K | 0.00% | +13+22.8% | Added |
| JFS Wealth Advisors, LLC | 66 | $14.4K | 0.00% | −5−7.0% | Reduced |
| CoreCap Advisors, LLC | 65 | $14.2K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $13.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $13.3K | 0.00% | +13+27.1% | 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 |
| Huntington National Bank | 59 | $12.9K | 0.00% | +14+31.1% | Added |
| Manchester Capital Management LLC | 58 | $12.6K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 56 | $12.2K | 0.01% | +56 | New |
| Sunrise Financial Services, LLC | 50 | $10.9K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 50 | $10.9K | 0.00% | +50 | New |
| Lodestone Wealth Management LLC | 48 | $10.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 47 | $10.2K | 0.00% | +17+56.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 46 | $10.0K | 0.00% | +46 | New |
| Capital Advisors, Ltd. LLC | 45 | $10.0K | 0.00% | −17−27.4% | Reduced |
| Cornerstone Planning Group LLC | 41 | $9.49K | 0.00% | +1+2.5% | Added |
| Private Trust Co NA | 43 | $9.37K | 0.00% | −61−58.7% | Reduced |
| Strengthening Families & Communities, LLC | 38 | $8.20K | 0.00% | +1+2.7% | Added |
| Signature Equity Partners, LLC | 37 | $7.98K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 36 | $7.84K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 35 | $7.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $7.51K | 0.00% | +18+112.5% | Added |