Assurant, Inc.

AIZ

Exchange: NYSE
Industry: Insurance Carriers, NEC
SEC CIK: 0001267238

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Assurant, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 2; 0 vs. Q2 2026
Shares held: 1.29K; +18 (+1.4%) vs. Q2 2026
Total value: $339.1K; −$1.11K (−0.3%) vs. Q2 2026
New holders: 0; 2 more added
Sold out: 0; 0 more reduced

612 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding AIZ and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2026.

Institutions holding AIZ in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Center for Financial Planning, Inc.	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
Pinnacle Bancorp, Inc.	–	–	–	–	Not filed
Copia Wealth Management	–	–	–	–	Not filed
Cetera Trust Company, N.A	–	–	–	–	Not filed
Aventura Private Wealth, LLC	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Credit Industriel Et Commercial	–	–	–	–	Not filed
Accordant Advisory Group Inc	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Sunrise Financial Services, LLC	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Dogwood Wealth Management LLC	–	–	–	–	Not filed
West Paces Advisors Inc.	–	–	–	–	Not filed
Capital Advisors, Ltd. LLC	–	–	–	–	Not filed
Bokf, NA	–	–	–	–	Not filed
Lodestone Wealth Management LLC	–	–	–	–	Not filed
Basepoint Wealth LLC	–	–	–	–	Not filed
Signature Equity Partners, LLC	–	–	–	–	Not filed
Fourth Dimension Wealth, LLC	–	–	–	–	Not filed
Richardson Financial Services Inc.	–	–	–	–	Not filed
Strengthening Families & Communities, LLC	–	–	–	–	Not filed
Addison Advisors LLC	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Alerus Financial NA	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Cedar Mountain Advisors, LLC	–	–	–	–	Not filed
Valley National Advisers Inc	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Prestige Wealth Management Group LLC	–	–	–	–	Not filed
Highline Wealth Partners LLC	–	–	–	–	Not filed
Signature Resources Capital Management, LLC	–	–	–	–	Not filed
Marquette Asset Management, LLC	–	–	–	–	Not filed
Westside Investment Management, Inc.	–	–	–	–	Not filed
Vaquero Private Wealth, Ltd	–	–	–	–	Not filed
United Financial Planning Group LLC	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Allied Private Wealth LLC	–	–	–	–	Not filed
Brown, Lisle/Cummings, Inc.	–	–	–	–	Not filed
IMA Wealth, Inc.	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Acumen Wealth Advisors, LLC	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Creative Capital Management Investments LLC	–	–	–	–	Not filed
Bay Harbor Wealth Management, LLC	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
Ankerstar Wealth, LLC	–	–	–	–	Not filed
Kilter Group LLC	–	–	–	–	Not filed
Hughes Financial Services, LLC	–	–	–	–	Not filed
Burk Holdings LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
DiNuzzo Private Wealth, Inc.	–	–	–	–	Not filed
Wall Street Access Asset Management, LLC	–	–	–	–	Not filed
Valued Wealth Advisors LLC	–	–	–	–	Not filed
Clear Street Markets LLC	–	–	–	–	Not filed
Hilton Head Capital Partners, LLC	–	–	–	–	Not filed
Manning & Napier Advisors LLC	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Colonial Trust Co	–	–	–	–	Not filed
Alpine Bank Wealth Management	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Mowery & Schoenfeld Wealth Management, LLC	–	–	–	–	Not filed
Retirement Wealth Solutions LLC	–	–	–	–	Not filed
HFM Investment Advisors, LLC	–	–	–	–	Not filed
FWL Investment Management, LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Glen Eagle Advisors, LLC	–	–	–	–	Not filed
Dunhill Financial, LLC	–	–	–	–	Not filed
Bogart Wealth, LLC	–	–	–	–	Not filed
Park Square Financial Group, LLC	–	–	–	–	Not filed
SOA Wealth Advisors, LLC.	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
Golden State Wealth Management, LLC	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Principia Wealth Advisory, LLC	–	–	–	–	Not filed
Ares Financial Consulting, LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Navigoe, LLC	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
United Community Bank	–	–	–	–	Not filed
Investors Portfolio Services LLC	–	–	–	–	Not filed