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, Q2 2026
Institutional positions in Assurant, Inc. as of Jun 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
- Institutional holders
- 614
- +34 vs. Q1 2026
- Shares held
- 48.6M
- +1.59M (+3.4%) vs. Q1 2026
- Total value
- $13.0B
- +$2.81B (+27.4%) vs. Q1 2026
- New holders
- 99
- 225 more added
- Sold out
- 65
- 201 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 50 | $13.4K | 0.00% | +3+6.4% | Added |
| Action Point Financial Planning, LLC | 54 | $13.4K | 0.00% | +54 | New |
| Private Trust Co NA | 52 | $14.0K | 0.00% | +9+20.9% | Added |
| Accordant Advisory Group Inc | 56 | $15.0K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 57 | $15.3K | 0.00% | −393−87.3% | Reduced |
| Manchester Capital Management LLC | 58 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $16.1K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 60 | $16.1K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $16.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 65 | $17.5K | 0.00% | +65 | New |
| CoreCap Advisors, LLC | 67 | $18.0K | 0.00% | +2+3.1% | Added |
| Fortitude Family Office, LLC | 67 | $18.0K | 0.00% | +6+9.8% | Added |
| JFS Wealth Advisors, LLC | 68 | $18.3K | 0.00% | +2+3.0% | Added |
| IFP Advisors, Inc | 75 | $20.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 75 | $20.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 75 | $20.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 86 | $23.1K | 0.00% | +86 | New |
| CVA Family Office, LLC | 90 | $24.2K | 0.00% | +7+8.4% | Added |
| Smithfield Trust Co | 95 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 94 | $25.0K | 0.00% | +12+14.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 97 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $26.6K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 102 | $27.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 110 | $29.5K | 0.01% | −125−53.2% | Reduced |
| Raleigh Capital Management Inc. | 113 | $30.2K | 0.01% | 00.0% | Unchanged |
| First National Bank | 114 | $30.6K | 0.01% | +114 | New |
| Optiver Holding B.V. | 115 | $30.9K | 0.00% | +115 | New |
| Huntington National Bank | 123 | $33.0K | 0.00% | +64+108.5% | Added |
| Kemnay Advisory Services Inc. | 124 | $33.3K | 0.00% | +124 | New |
| Concord Wealth Partners | 125 | $33.6K | 0.00% | +125 | New |
| Arlington Trust Co LLC | 127 | $34.1K | 0.00% | +57+81.4% | Added |
| Larson Financial Group LLC | 127 | $34.2K | 0.00% | +93+273.5% | Added |
| Wellington-Altus USA Inc. | 158 | $34.4K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 130 | $34.9K | 0.01% | +130 | New |
| Zions Bancorporation, National Association | 131 | $35.2K | 0.00% | −3−2.2% | Reduced |
| Onefund, LLC | 133 | $35.7K | 0.02% | −4−2.9% | Reduced |
| Umb Bank N A | 139 | $37.3K | 0.00% | +22+18.8% | Added |
| Transamerica Financial Advisors, Inc. | 147 | $39.7K | 0.00% | +39+36.1% | Added |
| Smartleaf Asset Management LLC | 159 | $42.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 171 | $45.9K | 0.02% | +5+3.0% | Added |
| REAP Financial Group, LLC | 196 | $52.7K | 0.01% | +1+0.5% | Added |
| Ossiam | 200 | $53.7K | 0.00% | +200 | New |
| Bryn Mawr Trust Co | 204 | $54.8K | 0.00% | +4+2.0% | Added |
| Tema ETFs LLC | 227 | $61.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 243 | $65.3K | 0.01% | −3−1.2% | Reduced |
| Quarry LP | 251 | $67.4K | 0.01% | +35+16.2% | Added |
| Allworth Financial LP | 258 | $69.3K | 0.00% | +20+8.4% | Added |
| Parallel Advisors, LLC | 267 | $71.7K | 0.00% | −119−30.8% | Reduced |
| Institute for Wealth Management, LLC. | 300 | $80.6K | 0.01% | +300 | New |
| Cullen/Frost Bankers, Inc. | 306 | $82.2K | 0.00% | +32+11.7% | Added |
| Acadian Asset Management LLC | 337 | $90.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 362 | $97.2K | 0.02% | +362 | New |
| Harbour Investments, Inc. | 387 | $104.0K | 0.00% | +83+27.3% | Added |
| EFG International AG | 442 | $118.7K | 0.00% | +355+408.0% | Added |
| Parkside Financial Bank & Trust | 449 | $120.6K | 0.01% | +150+50.2% | Added |
| Covestor Ltd | 475 | $128.0K | 0.07% | +143+43.1% | Added |
| Atlas Capital Advisors LLC | 478 | $128.4K | 0.01% | +17+3.7% | Added |
| Meeder Asset Management Inc | 510 | $136.9K | 0.01% | +510 | New |
| Mather Group, LLC. | 511 | $137.2K | 0.00% | +100+24.3% | Added |
| Quent Capital, LLC | 526 | $141.4K | 0.01% | +8+1.5% | Added |
| Harbor Investment Advisory, LLC | 600 | $161.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 621 | $166.8K | 0.01% | +21+3.5% | Added |
| Strive Financial Group ,LLC | 654 | $175.6K | 0.08% | +538+463.8% | Added |
| Vestcor Inc | 662 | $178.0K | 0.00% | −1,567−70.3% | Reduced |
| Bullock Wealth Management Group | 661 | $181.2K | 0.08% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 731 | $196.1K | 0.00% | −305−29.4% | Reduced |
| Regions Financial Corp | 750 | $201.4K | 0.00% | −459−38.0% | Reduced |
| Blackstone Group Inc. | 751 | $201.7K | 0.00% | +751 | New |
| Resona Asset Management Co.,Ltd. | 762 | $204.2K | 0.00% | +101+15.3% | Added |
| Bayforest Capital Ltd | 774 | $207.8K | 0.19% | +774 | New |
| Canada Post Corp Registered Pension Plan | 786 | $211.1K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 788 | $211.6K | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 792 | $212.8K | 0.00% | −1,451−64.7% | Reduced |
| Summit Financial, LLC | 794 | $213.2K | 0.00% | +794 | New |
| Brown Brothers Harriman & Co | 797 | $214.0K | 0.00% | +300+60.4% | Added |
| Ballentine Partners, LLC | 800 | $214.8K | 0.00% | +800 | New |
| WESPAC Advisors, LLC | 806 | $216.4K | 0.11% | +806 | New |
| Assetmark, Inc | 813 | $218.3K | 0.00% | +378+86.9% | Added |
| Atlantic Family Wealth, LLC | 815 | $218.9K | 0.14% | +815 | New |
| Fifth Third Wealth Advisors LLC | 823 | $221.0K | 0.01% | −632−43.4% | Reduced |
| Entropy Technologies, LP | 833 | $223.7K | 0.01% | +833 | New |
| Empowered Funds, LLC | 845 | $226.9K | 0.00% | +845 | New |
| Horizon Investments, LLC | 850 | $228.3K | 0.00% | +4+0.5% | Added |
| Kestra Advisory Services, LLC | 852 | $228.9K | 0.00% | +852 | New |
| Hilltop National Bank | 858 | $230.4K | 0.05% | −129−13.1% | Reduced |
| HM Payson & Co | 881 | $236.6K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 884 | $237.4K | 0.04% | +884 | New |
| Astoria Portfolio Advisors LLC. | 893 | $239.9K | 0.04% | +893 | New |
| Concurrent Investment Advisors, LLC | 895 | $240.4K | 0.00% | +895 | New |
| MQS Management LLC | 897 | $240.9K | 0.29% | −475−34.6% | Reduced |
| Burney Co | 905 | $243.0K | 0.01% | +905 | New |
| Paragon Capital Management Ltd | 916 | $246.0K | 0.05% | +916 | New |
| Insigneo Advisory Services, LLC | 926 | $248.7K | 0.01% | +926 | New |
| Csenge Advisory Group | 928 | $249.3K | 0.01% | +928 | New |
| Old National Bancorp | 931 | $250.0K | 0.00% | +931 | New |
| Metis Global Partners, LLC | 934 | $250.8K | 0.01% | −14−1.5% | Reduced |
| Evergreen Capital Management LLC | 936 | $251.3K | 0.00% | +936 | New |
| Sax Wealth Advisors, LLC | 1,155 | $251.6K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 953 | $255.9K | 0.01% | +73+8.3% | Added |
| Wedmont Private Capital | 928 | $258.8K | 0.01% | +928 | New |