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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 1,118 | $262.1K | 0.00% | +1,118 | New |
| Innova Wealth Partners | 978 | $262.5K | 0.11% | +38+4.0% | Added |
| Tower Research Capital LLC (TRC) | 990 | $265.8K | 0.01% | −338−25.5% | Reduced |
| WBH Advisory Inc | 1,000 | $268.5K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,004 | $269.6K | 0.07% | −755−42.9% | Reduced |
| Davenport & Co LLC | 1,004 | $269.7K | 0.00% | +1,004 | New |
| Moran Wealth Management, LLC | 1,007 | $270.4K | 0.01% | +1,007 | New |
| RiverFront Investment Group, LLC | 1,010 | $271.2K | 0.00% | +1,010 | New |
| SageView Advisory Group, LLC | 1,011 | $271.7K | 0.01% | −40−3.8% | Reduced |
| Kestra Investment Management, LLC | 1,019 | $273.6K | 0.01% | +1,019 | New |
| Maridea Wealth Management LLC | 1,022 | $274.4K | 0.03% | +1,022 | New |
| CX Institutional | 1,025 | $275.0K | 0.01% | +17+1.7% | Added |
| Cresset Asset Management, LLC | 1,047 | $281.2K | 0.00% | −19−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 1,051 | $282.2K | 0.00% | −12−1.1% | Reduced |
| 44 Wealth Management LLC | 1,051 | $282.2K | 0.09% | +1,051 | New |
| Chicago Partners Investment Group LLC | 1,040 | $284.7K | 0.01% | +96+10.2% | Added |
| Apollon Wealth Management, LLC | 1,064 | $285.7K | 0.00% | +1,064 | New |
| LRI Investments, LLC | 1,085 | $291.3K | 0.02% | +5+0.5% | Added |
| Crestwood Advisors Group LLC | 1,094 | $293.8K | 0.00% | +1,094 | New |
| First Financial Bankshares Inc | 1,095 | $294.0K | 0.01% | −96−8.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,103 | $296.2K | 0.00% | −100−8.3% | Reduced |
| SC&H Financial Advisors, Inc. | 1,110 | $298.1K | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,113 | $298.9K | 0.00% | −424−27.6% | Reduced |
| Calamos Wealth Management LLC | 1,121 | $301.0K | 0.01% | +47+4.4% | Added |
| Catalyst Financial Partners LLC | 1,124 | $301.8K | 0.03% | −2−0.2% | Reduced |
| Global Retirement Partners, LLC | 1,135 | $304.8K | 0.00% | +1,135 | New |
| Claro Advisors LLC | 1,150 | $308.8K | 0.03% | +32+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,166 | $313.0K | 0.00% | −69−5.6% | Reduced |
| Ramirez Asset Management, Inc. | 1,180 | $316.9K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 1,186 | $318.6K | 0.01% | +254+27.3% | Added |
| Callan Family Office, LLC | 1,193 | $320.4K | 0.01% | +36+3.1% | Added |
| Ameritas Advisory Services, LLC | 1,205 | $323.6K | 0.01% | −213−15.0% | Reduced |
| Quadrant Capital Group LLC | 1,215 | $326.3K | 0.01% | −5−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,223 | $328.4K | 0.08% | −219−15.2% | Reduced |
| Sciencast Management LP | 1,227 | $329.5K | 0.07% | +1,227 | New |
| Evolve Private Wealth, LLC | 1,242 | $333.4K | 0.02% | +1,242 | New |
| Fieldview Capital Management, LLC | 1,257 | $337.5K | 0.10% | −589−31.9% | Reduced |
| Compass Financial Management LLC | 1,208 | $339.8K | 0.04% | +1,208 | New |
| Johnson Financial Group, LLC | 1,267 | $340.2K | 0.02% | +1,267 | New |
| V-Square Quantitative Management LLC | 1,286 | $345.3K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,348 | $362.0K | 0.01% | +1,348 | New |
| Everence Capital Management Inc | 1,350 | $363.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,352 | $363.1K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,381 | $370.8K | 0.00% | +80+6.1% | Added |
| OpenArc Corporate Advisory, LLC | 1,390 | $373.3K | 0.00% | +1,390 | New |
| Securian Asset Management, Inc | 1,355 | $375.1K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,414 | $379.7K | 0.00% | −72−4.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,417 | $380.6K | 0.00% | +412+41.0% | Added |
| Diversify Advisory Services, LLC | 1,387 | $384.1K | 0.01% | +1,387 | New |
| Diversify Wealth Management, LLC | 1,387 | $384.1K | 0.01% | +1,387 | New |
| Crestmont Private Wealth LLC | 1,435 | $385.3K | 0.11% | +72+5.3% | Added |
| Ci Investments Inc. | 1,444 | $387.8K | 0.00% | +1,444 | New |
| Korea Investment CORP | 1,455 | $390.7K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,471 | $394.2K | 0.01% | −2,429−62.3% | Reduced |
| Merit Financial Group, LLC | 1,480 | $397.5K | 0.00% | +90+6.5% | Added |
| North Dakota State Investment Board | 1,484 | $398.5K | 0.02% | +2+0.1% | Added |
| Sterling Capital Management LLC | 1,490 | $400.1K | 0.01% | −184−11.0% | Reduced |
| MUFG Securities Americas Inc. | 1,492 | $400.6K | 0.02% | +106+7.6% | Added |
| Meeder Advisory Services, Inc. | 1,495 | $401.5K | 0.01% | −952−38.9% | Reduced |
| South State Corp. | 1,524 | $409.2K | 0.02% | +1,519+30,380.0% | Added |
| Farther Finance Advisors, LLC | 1,534 | $412.0K | 0.00% | +185+13.7% | Added |
| Ronald Blue Trust, Inc. | 1,551 | $416.5K | 0.00% | +194+14.3% | Added |
| Nomura Asset Management Co Ltd | 1,552 | $416.8K | 0.00% | −27−1.7% | Reduced |
| FJ Capital Management LLC | 1,576 | $423.2K | 0.05% | +1,576 | New |
| TD Private Client Wealth LLC | 1,581 | $424.5K | 0.01% | +353+28.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,589 | $426.7K | 0.01% | −14−0.9% | Reduced |
| Cookson Peirce & Co Inc | 1,602 | $430.2K | 0.01% | +73+4.8% | Added |
| KPP Advisory Services LLC | 1,623 | $435.8K | 0.06% | +1,623 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,628 | $437.2K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,632 | $438.2K | 0.11% | −15−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,673 | $449.3K | 0.00% | +83+5.2% | Added |
| Gateway Wealth Partners, LLC | 1,682 | $451.7K | 0.03% | +528+45.8% | Added |
| Resources Investment Advisors, LLC. | 1,684 | $452.2K | 0.00% | +54+3.3% | Added |
| Cornerstone Investment Partners, LLC | 1,718 | $461.3K | 0.02% | +1+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 1,655 | $462.0K | 0.15% | +1,655 | New |
| Wealthfront Advisers LLC | 1,725 | $463.2K | 0.00% | +311+22.0% | Added |
| Atria Investments LLC | 1,735 | $465.9K | 0.00% | +759+77.8% | Added |
| Opal Capital LLC | 1,745 | $468.6K | 0.08% | +1,745 | New |
| Gateway Investment Advisers LLC | 1,748 | $469.3K | 0.00% | +280+19.1% | Added |
| Nykredit A/S | 1,790 | $480.7K | 0.00% | +1,790 | New |
| United Capital Financial Advisers, LLC | 1,855 | $498.1K | 0.00% | −106−5.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,871 | $502.5K | 0.00% | +309+19.8% | Added |
| Bank of Nova Scotia | 1,912 | $513.4K | 0.00% | −1,466−43.4% | Reduced |
| iA Global Asset Management Inc. | 1,919 | $515.0K | 0.01% | −445−18.8% | Reduced |
| Sanctuary Advisors, LLC | 1,946 | $522.6K | 0.00% | +49+2.6% | Added |
| Asset Management Group, Inc. | 1,947 | $522.8K | 0.08% | −217−10.0% | Reduced |
| Empirical Finance, LLC | 1,960 | $526.3K | 0.02% | +60+3.2% | Added |
| MUFG Securities EMEA plc | 1,962 | $526.9K | 0.01% | −91−4.4% | Reduced |
| Fox Run Management, L.L.C. | 1,973 | $529.8K | 0.09% | +1,973 | New |
| Ritholtz Wealth Management | 1,977 | $530.9K | 0.01% | +7+0.4% | Added |
| Asset Management One Co.,Ltd. | 2,038 | $547.3K | 0.00% | +196+10.6% | Added |
| CIBC World Markets Inc. | 2,080 | $558.5K | 0.00% | −28−1.3% | Reduced |
| US Bancorp | 2,082 | $559.1K | 0.00% | +203+10.8% | Added |
| Atomi Financial Group, Inc. | 2,114 | $567.7K | 0.01% | +381+22.0% | Added |
| Lido Advisors, LLC | 2,128 | $571.5K | 0.00% | −802−27.4% | Reduced |
| Optimize Financial Inc | 2,130 | $572.0K | 0.21% | −7−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,130 | $572.0K | 0.13% | +2,130 | New |
| Standard Life Aberdeen plc | 2,158 | $579.5K | 0.00% | −453−17.3% | Reduced |
| GoalFusion Wealth Management, LLC | 2,174 | $583.8K | 0.24% | −200−8.4% | Reduced |
| denkapparat Operations GmbH | 2,182 | $585.9K | 0.19% | 00.0% | Unchanged |