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 |
|---|---|---|---|---|---|
| Morgan Stanley | 777,257 | $208.7M | 0.01% | +120,272+18.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 896,364 | $240.7M | 0.66% | +198,829+28.5% | Added |
| Massachusetts Financial Services Co | 920,398 | $247.2M | 0.08% | −2,023−0.2% | Reduced |
| Bank of America Corp | 1,004,116 | $269.6M | 0.02% | +642,906+178.0% | Added |
| Price T Rowe Associates Inc | 1,143,631 | $307.1M | 0.03% | −2,883−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,199,305 | $322.0M | 0.06% | +73,899+6.6% | Added |
| Invesco Ltd. | 1,226,729 | $329.4M | 0.03% | +2820.0% | Added |
| Geode Capital Management, LLC | 1,417,209 | $379.9M | 0.02% | +10,423+0.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,427,220 | $651.8M | 0.43% | −844,823−25.8% | Reduced |
| State Street Corp | 2,541,897 | $682.6M | 0.02% | +10,481+0.4% | Added |
| Vanguard Portfolio Management LLC | 2,836,307 | $761.6M | 0.03% | −171,830−5.7% | Reduced |
| Vanguard Capital Management LLC | 3,236,936 | $869.2M | 0.02% | −6,568−0.2% | Reduced |
| Bank of New York Mellon Corp | 4,727,930 | $1.27B | 0.21% | −89,021−1.8% | Reduced |
| BlackRock, Inc. | 5,009,537 | $1.35B | 0.02% | +1,063,661+27.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −149,485−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −117,528−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −44,316−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,227−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −14,698−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −9,169−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −8,532−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,188−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,593−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,772−100.0% | Sold out |
| BCS Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Eldridge Investment Advisors, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Networth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Key Capital Management, INC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Napier Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |