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Livermore
Livermore
ZHEN

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

Q2 2026 vs. Q1 2026

How the institutions holding Assurant, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of AIZ: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders5866614+34
Shares47.0M29.2K48.6M+1.59M (+3.4%)
Value$10.2B$6.36M$13.0B+$2.81B (+27.4%)

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held Assurant, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to AIZ in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank651,725$175.0M0.02%
Dockside LLC43,551$11.7M2.74%
Azora Capital LP38,009$10.2M0.43%
Trexquant Investment LP34,133$9.17M0.06%
Ofi Invest Asset Management34,000$7.99M0.08%
Jupiter Topco LLC22,349$6.00M0.00%
Edgestream Partners, L.P.19,275$5.18M0.15%
Nations Financial Group Inc,8,632$2.32M0.11%
Atom Investors LP6,034$1.62M0.14%
Oak Thistle LLC5,885$1.58M0.15%
CV Advisors LLC5,100$1.37M0.26%
Caitlin John, LLC3,917$1.05M0.58%
Equitable Holdings, Inc.3,762$1.01M0.01%
Frec Markets, Inc.3,588$963.5K0.09%
Kestra Private Wealth Services, LLC2,389$641.6K0.01%
Mitsubishi UFJ Trust & Banking Corp2,330$625.7K0.00%
Bridgefront Capital, LLC2,217$595.3K0.16%
Sound Capital Solutions LLC2,130$572.0K0.13%
Fox Run Management, L.L.C.1,973$529.8K0.09%
Nykredit A/S1,790$480.7K0.00%
Opal Capital LLC1,745$468.6K0.08%
Jackson Creek Investment Advisors LLC1,655$462.0K0.15%
KPP Advisory Services LLC1,623$435.8K0.06%
FJ Capital Management LLC1,576$423.2K0.05%
Ci Investments Inc.1,444$387.8K0.00%
Diversify Advisory Services, LLC1,387$384.1K0.01%
Diversify Wealth Management, LLC1,387$384.1K0.01%
OpenArc Corporate Advisory, LLC1,390$373.3K0.00%
Heritage Wealth Advisors1,348$362.0K0.01%
Johnson Financial Group, LLC1,267$340.2K0.02%
Compass Financial Management LLC1,208$339.8K0.04%
Evolve Private Wealth, LLC1,242$333.4K0.02%
Sciencast Management LP1,227$329.5K0.07%
Global Retirement Partners, LLC1,135$304.8K0.00%
Crestwood Advisors Group LLC1,094$293.8K0.00%
Apollon Wealth Management, LLC1,064$285.7K0.00%
44 Wealth Management LLC1,051$282.2K0.09%
Maridea Wealth Management LLC1,022$274.4K0.03%
Kestra Investment Management, LLC1,019$273.6K0.01%
RiverFront Investment Group, LLC1,010$271.2K0.00%
Moran Wealth Management, LLC1,007$270.4K0.01%
Davenport & Co LLC1,004$269.7K0.00%
Pensionmark Financial Group, LLC1,118$262.1K0.00%
Wedmont Private Capital928$258.8K0.01%
Evergreen Capital Management LLC936$251.3K0.00%
Old National Bancorp931$250.0K0.00%
Csenge Advisory Group928$249.3K0.01%
Insigneo Advisory Services, LLC926$248.7K0.01%
Paragon Capital Management Ltd916$246.0K0.05%
Burney Co905$243.0K0.01%
Concurrent Investment Advisors, LLC895$240.4K0.00%
Astoria Portfolio Advisors LLC.893$239.9K0.04%
Ewa, LLC884$237.4K0.04%
Kestra Advisory Services, LLC852$228.9K0.00%
Empowered Funds, LLC845$226.9K0.00%
Entropy Technologies, LP833$223.7K0.01%
Atlantic Family Wealth, LLC815$218.9K0.14%
WESPAC Advisors, LLC806$216.4K0.11%
Ballentine Partners, LLC800$214.8K0.00%
Summit Financial, LLC794$213.2K0.00%
Bayforest Capital Ltd774$207.8K0.19%
Blackstone Group Inc.751$201.7K0.00%
Meeder Asset Management Inc510$136.9K0.01%
USA Financial Formulas362$97.2K0.02%
Institute for Wealth Management, LLC.300$80.6K0.01%
Ossiam200$53.7K0.00%
McDonald Partners LLC130$34.9K0.01%
Concord Wealth Partners125$33.6K0.00%
Kemnay Advisory Services Inc.124$33.3K0.00%
Optiver Holding B.V.115$30.9K0.00%
First National Bank114$30.6K0.01%
Continuum Advisory, LLC86$23.1K0.00%
Pinnacle Bancorp, Inc.65$17.5K0.00%
Action Point Financial Planning, LLC54$13.4K0.00%
West Paces Advisors Inc.48$12.9K0.00%
Bokf, NA44$11.8K0.00%
Fourth Dimension Wealth, LLC38$10.2K0.00%
Trust Co of Vermont34$9.13K0.00%
Vaquero Private Wealth, Ltd25$6.71K0.00%
Silver Grove Financial Group, Inc.24$6.45K0.00%
Allied Private Wealth LLC21$5.84K0.00%
Creative Capital Management Investments LLC17$4.57K0.00%
Ankerstar Wealth, LLC15$4.03K0.00%
Wall Street Access Asset Management, LLC12$3.22K0.00%
Manning & Napier Advisors LLC12$3.22K0.00%
Cape Investment Advisory, Inc.11$2.95K0.00%
Alpine Bank Wealth Management11$2.95K0.00%
FWL Investment Management, LLC9$2.42K0.00%
NBC Securities, Inc.9$2.42K0.00%
Golden State Wealth Management, LLC6$1.61K0.00%
Geneos Wealth Management Inc.5$1.34K0.00%
Avion Wealth4$1.00K0.00%
Navigoe, LLC4$1.00K0.00%
DecisionPoint Financial, LLC2$5490.00%
IFG Advisory, LLC2$5390.00%
Motco2$5370.00%
Activest Wealth Management2$5370.00%
Maryland Capital Advisors Inc.1$2690.00%
Darwin Advisors, LLC0$2180.00%

Sold out (65)

Institutions that held Assurant, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of AIZ in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
PFA Pension, Forsikringsaktieselskab149,485$32.6M
Prana Capital Management, LP117,528$25.6M
Thornburg Investment Management Inc44,316$9.65M
Y-Intercept (Hong Kong) Ltd16,227$3.53M
Capital Fund Management S.A.14,698$3.20M
New Age Alpha Advisors, LLC9,169$2.00M
Nissay Asset Management Corp8,532$1.86M
Landscape Capital Management, L.L.C.7,188$1.57M
ExodusPoint Capital Management, LP6,593$1.44M
Campbell & CO Investment Adviser LLC3,058$666.1K
Graham Capital Management, L.P.2,622$571.1K
Alvarez & Marsal Private Wealth Partners, LLC2,366$515.3K
ING Groep NV2,275$495.5K
Mirabella Financial Services LLP2,205$480.3K
Empower Advisory Group, LLC2,083$453.7K
Lecap Asset Management Ltd2,041$444.6K
Omers Administration Corp1,925$419.3K
AlphaGrep UK Ltd1,894$412.5K
Kentucky Retirement Systems6,004$398.0K
Qsemble Capital Management, LP1,772$386.0K
BCS Private Wealth Management, Inc.1,602$348.9K
R Squared Ltd1,589$346.1K
Wedge Capital Management L L P1,521$331.3K
Prelude Capital Management, LLC1,376$299.7K
Polymer Capital Management (US) LLC1,355$295.1K
C M Bidwell & Associates Ltd1,289$280.8K
Vontobel Holding Ltd.1,176$256.1K
Abacus Wealth Partners, LLC1,153$251.1K
WCM Investment Management, LLC1,142$246.8K
Beacon Pointe Advisors, LLC1,126$245.2K
Capstone Investment Advisors, LLC1,103$240.2K
Scientech Research LLC1,078$234.8K
Patton Fund Management, Inc.1,045$227.6K
CenterBook Partners LP991$215.8K
111 Capital946$206.0K
Aaron Wealth Advisors933$203.2K
Advisory Services Network, LLC660$143.8K
TopTier Wealth Management, LLC569$123.9K
Central Pacific Bank - Trust Division510$111.1K
Ancora Advisors, LLC395$86.0K
Steward Partners Investment Advisory, LLC340$74.0K
MAI Capital Management334$72.7K
State of Wyoming284$61.9K
Root Financial Partners, LLC246$53.6K
Annis Gardner Whiting Capital Advisors, LLC133$29.0K
Kayne Anderson Rudnick Investment Management LLC79$17.2K
Twin Peaks Wealth Advisors, LLC46$10.0K
Eldridge Investment Advisors, Inc.32$6.97K
POM Investment Strategies, LLC26$5.66K
Lloyd Advisory Services, LLC.22$4.81K
Kingdom Financial Group LLC.22$4.81K
Whipplewood Advisors, LLC22$4.79K
RWM Asset Management, LLC19$4.14K
Maseco LLP16$3.50K
Innovative Asset Advisors Group, LLC16$3.50K
Quest 10 Wealth Builders, Inc.7$1.52K
Golden State Equity Partners7$1.52K
Clayton Financial Group LLC6$1.31K
Vermillion Wealth Management, Inc.4$871
Synergy Investment Management, LLC3$653
Networth Advisors, LLC3$653
Key Capital Management, INC3$653
Curio Wealth, LLC2$436
Portus Wealth Advisors, LLC2$436
Napier Financial, LLC1$218

Not filed for Q2 2026 yet (6)

Institutions that held Assurant, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AIZ in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC22,349$4.87M
Millington Securities, LLC2,986$650.5K
CWM, LLC2,100$457.5K
Skopos Labs, Inc.1,310$285.3K
USA Financial Portformulas Corp426$92.8K
Anfield Capital Management, LLC2$436