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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 8,644 | $2.33M | 0.01% | +38+0.4% | Added |
| Nations Financial Group Inc, | 8,632 | $2.32M | 0.11% | +8,632 | New |
| Kovitz Investment Group Partners, LLC | 8,596 | $2.31M | 0.05% | −635−6.9% | Reduced |
| Amalgamated Bank | 8,578 | $2.30M | 0.02% | −984−10.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,369 | $2.25M | 0.02% | −498−5.6% | Reduced |
| Mackenzie Financial Corp | 8,169 | $2.19M | 0.00% | −1,109−12.0% | Reduced |
| RBF Capital, LLC | 8,000 | $2.15M | 0.09% | +5,000+166.7% | Added |
| Cascade Investment Advisors, Inc. | 7,994 | $2.15M | 1.17% | −55−0.7% | Reduced |
| NEOS Investment Management LLC | 7,719 | $2.07M | 0.01% | +955+14.1% | Added |
| Utah Retirement Systems | 7,517 | $2.02M | 0.02% | −710−8.6% | Reduced |
| Captrust Financial Advisors | 7,507 | $2.02M | 0.00% | −2,514−25.1% | Reduced |
| Principal Securities, Inc. | 7,435 | $2.00M | 0.02% | +3,818+105.6% | Added |
| Virginia Retirement Systems Et Al | 6,800 | $1.83M | 0.01% | −6,540−49.0% | Reduced |
| Voloridge Investment Management, LLC | 6,750 | $1.81M | 0.01% | −23,824−77.9% | Reduced |
| Dana Investment Advisors, Inc. | 6,721 | $1.80M | 0.05% | −359−5.1% | Reduced |
| HighTower Advisors, LLC | 6,631 | $1.78M | 0.00% | −84−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,260 | $1.75M | 0.00% | +1,363+27.8% | Added |
| Allstate Corp | 6,499 | $1.75M | 0.02% | −136−2.0% | Reduced |
| QRG Capital Management, Inc. | 6,426 | $1.73M | 0.01% | +761+13.4% | Added |
| Edmp, Inc. | 6,203 | $1.67M | 1.34% | −621−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 6,093 | $1.64M | 0.02% | +354+6.2% | Added |
| Atom Investors LP | 6,034 | $1.62M | 0.14% | +6,034 | New |
| DekaBank Deutsche Girozentrale | 7,353 | $1.58M | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,885 | $1.58M | 0.15% | +5,885 | New |
| Brevan Howard Capital Management LP | 5,873 | $1.58M | 0.02% | +1,983+51.0% | Added |
| Accurate Wealth Management, LLC | 5,487 | $1.53M | 0.15% | −1,373−20.0% | Reduced |
| Stifel Financial Corp | 5,530 | $1.49M | 0.00% | +4,227+324.4% | Added |
| Blueshift Asset Management, LLC | 5,396 | $1.45M | 0.34% | −1,597−22.8% | Reduced |
| Worldquant Millennium Advisors LLC | 5,316 | $1.43M | 0.00% | −3,069−36.6% | Reduced |
| Yousif Capital Management, LLC | 5,307 | $1.43M | 0.02% | −205−3.7% | Reduced |
| Mutual of America Capital Management LLC | 5,107 | $1.37M | 0.01% | −220−4.1% | Reduced |
| CV Advisors LLC | 5,100 | $1.37M | 0.26% | +5,100 | New |
| Susquehanna International Group, LLP | 4,940 | $1.33M | 0.00% | −1,596−24.4% | Reduced |
| Swiss Life Asset Management Ltd | 4,897 | $1.31M | 0.01% | +247+5.3% | Added |
| Brown Advisory Inc | 4,874 | $1.31M | 0.00% | −358−6.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,801 | $1.29M | 0.01% | +2,668+125.1% | Added |
| Baird Financial Group, Inc. | 4,542 | $1.22M | 0.00% | −1,683−27.0% | Reduced |
| Tudor Investment Corp Et Al | 4,476 | $1.20M | 0.00% | −23,178−83.8% | Reduced |
| Portfolio Design Labs, LLC | 4,423 | $1.19M | 0.19% | −58−1.3% | Reduced |
| Holocene Advisors, LP | 4,357 | $1.17M | 0.00% | −899−17.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,333 | $1.16M | 0.00% | −5−0.1% | Reduced |
| Daiwa Securities Group Inc. | 4,284 | $1.15M | 0.00% | +202+4.9% | Added |
| Summit Trail Advisors, LLC | 4,276 | $1.15M | 0.01% | +1,080+33.8% | Added |
| SRS Capital Advisors, Inc. | 4,242 | $1.14M | 0.01% | +2,928+222.8% | Added |
| Signaturefd, LLC | 4,127 | $1.11M | 0.01% | +371+9.9% | Added |
| Toroso Investments, LLC | 4,091 | $1.10M | 0.00% | +355+9.5% | Added |
| Engineers Gate Manager LP | 4,052 | $1.09M | 0.01% | −33,734−89.3% | Reduced |
| M&T Bank Corp | 4,049 | $1.09M | 0.00% | +17+0.4% | Added |
| Ascent Group, LLC | 4,000 | $1.07M | 0.03% | −43−1.1% | Reduced |
| Caitlin John, LLC | 3,917 | $1.05M | 0.58% | +3,917 | New |
| Teachers Retirement System of the State of Kentucky | 3,907 | $1.05M | 0.01% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 3,880 | $1.04M | 0.04% | +540+16.2% | Added |
| Mizuho Securities USA LLC | 3,879 | $1.04M | 0.02% | +851+28.1% | Added |
| Public Employees Retirement Association of Colorado | 3,876 | $1.04M | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 3,787 | $1.02M | 0.77% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,763 | $1.01M | 0.00% | +561+17.5% | Added |
| Equitable Holdings, Inc. | 3,762 | $1.01M | 0.01% | +3,762 | New |
| Pacer Advisors, Inc. | 3,715 | $998.0K | 0.00% | +1,217+48.7% | Added |
| Inceptionr LLC | 3,645 | $978.8K | 0.24% | +429+13.3% | Added |
| Mayport, LLC | 3,626 | $973.7K | 0.15% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,621 | $972.5K | 0.00% | −1,036−22.2% | Reduced |
| ISAM Funds (UK) Ltd | 3,600 | $966.7K | 0.68% | −1,067−22.9% | Reduced |
| Frec Markets, Inc. | 3,588 | $963.5K | 0.09% | +3,588 | New |
| Sequoia Financial Advisors, LLC | 3,535 | $949.3K | 0.00% | +735+26.3% | Added |
| Cambria Investment Management, L.P. | 3,529 | $947.6K | 0.05% | +297+9.2% | Added |
| UniSuper Management Pty Ltd | 3,442 | $924.3K | 0.00% | −4,140−54.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,415 | $917.2K | 0.00% | −4,941−59.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,297 | $885.4K | 0.02% | −34−1.0% | Reduced |
| Tectonic Advisors LLC | 3,271 | $878.3K | 0.04% | +3+0.1% | Added |
| Laird Norton Trust Company, LLC | 3,262 | $875.9K | 0.02% | −297−8.3% | Reduced |
| Impact Partnership Wealth, LLC | 3,257 | $874.6K | 0.09% | +737+29.2% | Added |
| Savant Capital, LLC | 3,231 | $868.3K | 0.00% | +22+0.7% | Added |
| Storebrand Asset Management AS | 3,208 | $861.4K | 0.00% | −1,827−36.3% | Reduced |
| Nomura Holdings Inc | 3,187 | $855.8K | 0.00% | +1,876+143.1% | Added |
| Stoneridge Investment Partners LLC | 3,004 | $839.0K | 0.55% | −2,931−49.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,098 | $831.9K | 0.00% | −53−1.7% | Reduced |
| Norinchukin Bank, The | 3,069 | $824.1K | 0.01% | −10.0% | Reduced |
| Machina Capital S.A.S. | 3,064 | $822.8K | 0.13% | −447−12.7% | Reduced |
| NorthRock Partners, LLC | 3,056 | $820.7K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,046 | $818.0K | 0.00% | −4,306−58.6% | Reduced |
| Natixis | 3,010 | $808.3K | 0.00% | −9,324−75.6% | Reduced |
| Glenmede Trust Co NA | 2,963 | $795.7K | 0.00% | −382−11.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,913 | $782.2K | 0.01% | +1,610+123.6% | Added |
| Havemeyer Place LP | 2,883 | $774.2K | 0.08% | −4,133−58.9% | Reduced |
| WBI Investments | 2,880 | $773.4K | 0.19% | −106−3.5% | Reduced |
| Maryland State Retirement & Pension System | 2,867 | $769.9K | 0.01% | +436+17.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,838 | $762.1K | 0.00% | +132+4.9% | Added |
| GAMMA Investing LLC | 2,764 | $742.2K | 0.03% | +342+14.1% | Added |
| Hartford Investment Management Co | 2,753 | $739.3K | 0.02% | −146−5.0% | Reduced |
| Boothbay Fund Management, LLC | 2,733 | $733.9K | 0.01% | +1,674+158.1% | Added |
| Syon Capital LLC | 2,724 | $731.5K | 0.03% | +309+12.8% | Added |
| Commerce Bank | 2,632 | $706.8K | 0.00% | −129−4.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,605 | $699.5K | 0.03% | +282+12.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,563 | $688.3K | 0.00% | +531+26.1% | Added |
| Tobias Financial Advisors, Inc. | 2,529 | $679.1K | 0.09% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,526 | $678.3K | 0.00% | −70−2.7% | Reduced |
| AlphaCore Capital LLC | 2,512 | $674.5K | 0.01% | +682+37.3% | Added |
| Louisiana State Employees Retirement System | 2,500 | $671.3K | 0.01% | −100−3.8% | Reduced |
| Colony Group, LLC | 2,487 | $668.0K | 0.00% | −1,818−42.2% | Reduced |
| Bessemer Group Inc | 2,461 | $661.0K | 0.00% | +47+1.9% | Added |