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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 2,411 | $647.0K | 0.02% | +100+4.3% | Added |
| Kestra Private Wealth Services, LLC | 2,389 | $641.6K | 0.01% | +2,389 | New |
| Coldstream Capital Management Inc | 2,381 | $639.3K | 0.01% | +166+7.5% | Added |
| Employees Retirement System of Texas | 2,370 | $636.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,330 | $625.7K | 0.00% | +2,330 | New |
| Blair William & Co | 2,296 | $616.6K | 0.00% | −54−2.3% | Reduced |
| DnB Asset Management AS | 2,270 | $609.6K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 2,242 | $602.0K | 0.11% | −2,500−52.7% | Reduced |
| Real Talk Capital, LLC | 2,237 | $600.8K | 0.45% | +67+3.1% | Added |
| KBC Group NV | 2,233 | $600.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,217 | $595.3K | 0.16% | +2,217 | New |
| Macquarie Group Ltd | 2,208 | $592.9K | 0.00% | +554+33.5% | Added |
| Clearstead Advisors, LLC | 2,199 | $590.4K | 0.01% | +182+9.0% | Added |
| Blackhawk Capital Partners LLC. | 2,186 | $587.0K | 0.19% | −37−1.7% | Reduced |
| denkapparat Operations GmbH | 2,182 | $585.9K | 0.19% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 2,174 | $583.8K | 0.24% | −200−8.4% | Reduced |
| Standard Life Aberdeen plc | 2,158 | $579.5K | 0.00% | −453−17.3% | 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 |
| Lido Advisors, LLC | 2,128 | $571.5K | 0.00% | −802−27.4% | Reduced |
| Atomi Financial Group, Inc. | 2,114 | $567.7K | 0.01% | +381+22.0% | Added |
| US Bancorp | 2,082 | $559.1K | 0.00% | +203+10.8% | Added |
| CIBC World Markets Inc. | 2,080 | $558.5K | 0.00% | −28−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 2,038 | $547.3K | 0.00% | +196+10.6% | Added |
| Ritholtz Wealth Management | 1,977 | $530.9K | 0.01% | +7+0.4% | Added |
| Fox Run Management, L.L.C. | 1,973 | $529.8K | 0.09% | +1,973 | New |
| MUFG Securities EMEA plc | 1,962 | $526.9K | 0.01% | −91−4.4% | Reduced |
| Empirical Finance, LLC | 1,960 | $526.3K | 0.02% | +60+3.2% | Added |
| Asset Management Group, Inc. | 1,947 | $522.8K | 0.08% | −217−10.0% | Reduced |
| Sanctuary Advisors, LLC | 1,946 | $522.6K | 0.00% | +49+2.6% | Added |
| iA Global Asset Management Inc. | 1,919 | $515.0K | 0.01% | −445−18.8% | Reduced |
| Bank of Nova Scotia | 1,912 | $513.4K | 0.00% | −1,466−43.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,871 | $502.5K | 0.00% | +309+19.8% | Added |
| United Capital Financial Advisers, LLC | 1,855 | $498.1K | 0.00% | −106−5.4% | Reduced |
| Nykredit A/S | 1,790 | $480.7K | 0.00% | +1,790 | New |
| Gateway Investment Advisers LLC | 1,748 | $469.3K | 0.00% | +280+19.1% | Added |
| Opal Capital LLC | 1,745 | $468.6K | 0.08% | +1,745 | New |
| Atria Investments LLC | 1,735 | $465.9K | 0.00% | +759+77.8% | Added |
| Wealthfront Advisers LLC | 1,725 | $463.2K | 0.00% | +311+22.0% | Added |
| Jackson Creek Investment Advisors LLC | 1,655 | $462.0K | 0.15% | +1,655 | New |
| Cornerstone Investment Partners, LLC | 1,718 | $461.3K | 0.02% | +1+0.1% | Added |
| Resources Investment Advisors, LLC. | 1,684 | $452.2K | 0.00% | +54+3.3% | Added |
| Gateway Wealth Partners, LLC | 1,682 | $451.7K | 0.03% | +528+45.8% | Added |
| Commonwealth Equity Services, LLC | 1,673 | $449.3K | 0.00% | +83+5.2% | Added |
| Ifrah Financial Services, Inc. | 1,632 | $438.2K | 0.11% | −15−0.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,628 | $437.2K | 0.00% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,623 | $435.8K | 0.06% | +1,623 | New |
| Cookson Peirce & Co Inc | 1,602 | $430.2K | 0.01% | +73+4.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,589 | $426.7K | 0.01% | −14−0.9% | Reduced |
| TD Private Client Wealth LLC | 1,581 | $424.5K | 0.01% | +353+28.7% | Added |
| FJ Capital Management LLC | 1,576 | $423.2K | 0.05% | +1,576 | New |
| Nomura Asset Management Co Ltd | 1,552 | $416.8K | 0.00% | −27−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,551 | $416.5K | 0.00% | +194+14.3% | Added |
| Farther Finance Advisors, LLC | 1,534 | $412.0K | 0.00% | +185+13.7% | Added |
| South State Corp. | 1,524 | $409.2K | 0.02% | +1,519+30,380.0% | Added |
| Meeder Advisory Services, Inc. | 1,495 | $401.5K | 0.01% | −952−38.9% | Reduced |
| MUFG Securities Americas Inc. | 1,492 | $400.6K | 0.02% | +106+7.6% | Added |
| Sterling Capital Management LLC | 1,490 | $400.1K | 0.01% | −184−11.0% | Reduced |
| North Dakota State Investment Board | 1,484 | $398.5K | 0.02% | +2+0.1% | Added |
| Merit Financial Group, LLC | 1,480 | $397.5K | 0.00% | +90+6.5% | Added |
| Northwest & Ethical Investments L.P. | 1,471 | $394.2K | 0.01% | −2,429−62.3% | Reduced |
| Korea Investment CORP | 1,455 | $390.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,444 | $387.8K | 0.00% | +1,444 | New |
| Crestmont Private Wealth LLC | 1,435 | $385.3K | 0.11% | +72+5.3% | 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 |
| Envestnet Portfolio Solutions, Inc. | 1,417 | $380.6K | 0.00% | +412+41.0% | Added |
| Vident Advisory, LLC | 1,414 | $379.7K | 0.00% | −72−4.8% | Reduced |
| Securian Asset Management, Inc | 1,355 | $375.1K | 0.01% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,390 | $373.3K | 0.00% | +1,390 | New |
| HB Wealth Management, LLC | 1,381 | $370.8K | 0.00% | +80+6.1% | Added |
| Martingale Asset Management L P | 1,352 | $363.1K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,350 | $363.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,348 | $362.0K | 0.01% | +1,348 | New |
| V-Square Quantitative Management LLC | 1,286 | $345.3K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 1,267 | $340.2K | 0.02% | +1,267 | New |
| Compass Financial Management LLC | 1,208 | $339.8K | 0.04% | +1,208 | New |
| Fieldview Capital Management, LLC | 1,257 | $337.5K | 0.10% | −589−31.9% | Reduced |
| Evolve Private Wealth, LLC | 1,242 | $333.4K | 0.02% | +1,242 | New |
| Sciencast Management LP | 1,227 | $329.5K | 0.07% | +1,227 | New |
| McElhenny Sheffield Capital Management, LLC | 1,223 | $328.4K | 0.08% | −219−15.2% | Reduced |
| Quadrant Capital Group LLC | 1,215 | $326.3K | 0.01% | −5−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 1,205 | $323.6K | 0.01% | −213−15.0% | Reduced |
| Callan Family Office, LLC | 1,193 | $320.4K | 0.01% | +36+3.1% | Added |
| Change Path, LLC | 1,186 | $318.6K | 0.01% | +254+27.3% | Added |
| Ramirez Asset Management, Inc. | 1,180 | $316.9K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,166 | $313.0K | 0.00% | −69−5.6% | Reduced |
| Claro Advisors LLC | 1,150 | $308.8K | 0.03% | +32+2.9% | Added |
| Global Retirement Partners, LLC | 1,135 | $304.8K | 0.00% | +1,135 | New |
| Catalyst Financial Partners LLC | 1,124 | $301.8K | 0.03% | −2−0.2% | Reduced |
| Calamos Wealth Management LLC | 1,121 | $301.0K | 0.01% | +47+4.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,113 | $298.9K | 0.00% | −424−27.6% | Reduced |
| SC&H Financial Advisors, Inc. | 1,110 | $298.1K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,103 | $296.2K | 0.00% | −100−8.3% | Reduced |
| First Financial Bankshares Inc | 1,095 | $294.0K | 0.01% | −96−8.1% | Reduced |
| Crestwood Advisors Group LLC | 1,094 | $293.8K | 0.00% | +1,094 | New |
| LRI Investments, LLC | 1,085 | $291.3K | 0.02% | +5+0.5% | Added |
| Apollon Wealth Management, LLC | 1,064 | $285.7K | 0.00% | +1,064 | New |
| Chicago Partners Investment Group LLC | 1,040 | $284.7K | 0.01% | +96+10.2% | Added |
| 44 Wealth Management LLC | 1,051 | $282.2K | 0.09% | +1,051 | New |