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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 1,051 | $282.2K | 0.00% | −12−1.1% | Reduced |
| Cresset Asset Management, LLC | 1,047 | $281.2K | 0.00% | −19−1.8% | Reduced |
| CX Institutional | 1,025 | $275.0K | 0.01% | +17+1.7% | Added |
| Maridea Wealth Management LLC | 1,022 | $274.4K | 0.03% | +1,022 | New |
| Kestra Investment Management, LLC | 1,019 | $273.6K | 0.01% | +1,019 | New |
| SageView Advisory Group, LLC | 1,011 | $271.7K | 0.01% | −40−3.8% | Reduced |
| RiverFront Investment Group, LLC | 1,010 | $271.2K | 0.00% | +1,010 | New |
| Moran Wealth Management, LLC | 1,007 | $270.4K | 0.01% | +1,007 | New |
| Davenport & Co LLC | 1,004 | $269.7K | 0.00% | +1,004 | New |
| Aigen Investment Management, LP | 1,004 | $269.6K | 0.07% | −755−42.9% | Reduced |
| WBH Advisory Inc | 1,000 | $268.5K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 990 | $265.8K | 0.01% | −338−25.5% | Reduced |
| Innova Wealth Partners | 978 | $262.5K | 0.11% | +38+4.0% | Added |
| Pensionmark Financial Group, LLC | 1,118 | $262.1K | 0.00% | +1,118 | New |
| Wedmont Private Capital | 928 | $258.8K | 0.01% | +928 | New |
| Camden Capital, LLC | 953 | $255.9K | 0.01% | +73+8.3% | Added |
| Sax Wealth Advisors, LLC | 1,155 | $251.6K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 936 | $251.3K | 0.00% | +936 | New |
| Metis Global Partners, LLC | 934 | $250.8K | 0.01% | −14−1.5% | Reduced |
| Old National Bancorp | 931 | $250.0K | 0.00% | +931 | New |
| Csenge Advisory Group | 928 | $249.3K | 0.01% | +928 | New |
| Insigneo Advisory Services, LLC | 926 | $248.7K | 0.01% | +926 | New |
| Paragon Capital Management Ltd | 916 | $246.0K | 0.05% | +916 | New |
| Burney Co | 905 | $243.0K | 0.01% | +905 | New |
| MQS Management LLC | 897 | $240.9K | 0.29% | −475−34.6% | Reduced |
| Concurrent Investment Advisors, LLC | 895 | $240.4K | 0.00% | +895 | New |
| Astoria Portfolio Advisors LLC. | 893 | $239.9K | 0.04% | +893 | New |
| Ewa, LLC | 884 | $237.4K | 0.04% | +884 | New |
| HM Payson & Co | 881 | $236.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 858 | $230.4K | 0.05% | −129−13.1% | Reduced |
| Kestra Advisory Services, LLC | 852 | $228.9K | 0.00% | +852 | New |
| Horizon Investments, LLC | 850 | $228.3K | 0.00% | +4+0.5% | Added |
| Empowered Funds, LLC | 845 | $226.9K | 0.00% | +845 | New |
| Entropy Technologies, LP | 833 | $223.7K | 0.01% | +833 | New |
| Fifth Third Wealth Advisors LLC | 823 | $221.0K | 0.01% | −632−43.4% | Reduced |
| Atlantic Family Wealth, LLC | 815 | $218.9K | 0.14% | +815 | New |
| Assetmark, Inc | 813 | $218.3K | 0.00% | +378+86.9% | Added |
| WESPAC Advisors, LLC | 806 | $216.4K | 0.11% | +806 | New |
| Ballentine Partners, LLC | 800 | $214.8K | 0.00% | +800 | New |
| Brown Brothers Harriman & Co | 797 | $214.0K | 0.00% | +300+60.4% | Added |
| Summit Financial, LLC | 794 | $213.2K | 0.00% | +794 | New |
| AE Wealth Management LLC | 792 | $212.8K | 0.00% | −1,451−64.7% | Reduced |
| Ballast Advisors LLC | 788 | $211.6K | 0.05% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 786 | $211.1K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 774 | $207.8K | 0.19% | +774 | New |
| Resona Asset Management Co.,Ltd. | 762 | $204.2K | 0.00% | +101+15.3% | Added |
| Blackstone Group Inc. | 751 | $201.7K | 0.00% | +751 | New |
| Regions Financial Corp | 750 | $201.4K | 0.00% | −459−38.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 731 | $196.1K | 0.00% | −305−29.4% | Reduced |
| Bullock Wealth Management Group | 661 | $181.2K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 662 | $178.0K | 0.00% | −1,567−70.3% | Reduced |
| Strive Financial Group ,LLC | 654 | $175.6K | 0.08% | +538+463.8% | Added |
| EverSource Wealth Advisors, LLC | 621 | $166.8K | 0.01% | +21+3.5% | Added |
| Harbor Investment Advisory, LLC | 600 | $161.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 526 | $141.4K | 0.01% | +8+1.5% | Added |
| Mather Group, LLC. | 511 | $137.2K | 0.00% | +100+24.3% | Added |
| Meeder Asset Management Inc | 510 | $136.9K | 0.01% | +510 | New |
| Atlas Capital Advisors LLC | 478 | $128.4K | 0.01% | +17+3.7% | Added |
| Covestor Ltd | 475 | $128.0K | 0.07% | +143+43.1% | Added |
| Parkside Financial Bank & Trust | 449 | $120.6K | 0.01% | +150+50.2% | Added |
| EFG International AG | 442 | $118.7K | 0.00% | +355+408.0% | Added |
| Harbour Investments, Inc. | 387 | $104.0K | 0.00% | +83+27.3% | Added |
| USA Financial Formulas | 362 | $97.2K | 0.02% | +362 | New |
| Acadian Asset Management LLC | 337 | $90.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 306 | $82.2K | 0.00% | +32+11.7% | Added |
| Institute for Wealth Management, LLC. | 300 | $80.6K | 0.01% | +300 | New |
| Parallel Advisors, LLC | 267 | $71.7K | 0.00% | −119−30.8% | Reduced |
| Allworth Financial LP | 258 | $69.3K | 0.00% | +20+8.4% | Added |
| Quarry LP | 251 | $67.4K | 0.01% | +35+16.2% | Added |
| Versant Capital Management, Inc | 243 | $65.3K | 0.01% | −3−1.2% | Reduced |
| Tema ETFs LLC | 227 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 204 | $54.8K | 0.00% | +4+2.0% | Added |
| Ossiam | 200 | $53.7K | 0.00% | +200 | New |
| REAP Financial Group, LLC | 196 | $52.7K | 0.01% | +1+0.5% | Added |
| Cromwell Holdings LLC | 171 | $45.9K | 0.02% | +5+3.0% | Added |
| Smartleaf Asset Management LLC | 159 | $42.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 147 | $39.7K | 0.00% | +39+36.1% | Added |
| Umb Bank N A | 139 | $37.3K | 0.00% | +22+18.8% | Added |
| Onefund, LLC | 133 | $35.7K | 0.02% | −4−2.9% | Reduced |
| Zions Bancorporation, National Association | 131 | $35.2K | 0.00% | −3−2.2% | Reduced |
| McDonald Partners LLC | 130 | $34.9K | 0.01% | +130 | New |
| Wellington-Altus USA Inc. | 158 | $34.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 127 | $34.2K | 0.00% | +93+273.5% | Added |
| Arlington Trust Co LLC | 127 | $34.1K | 0.00% | +57+81.4% | Added |
| Concord Wealth Partners | 125 | $33.6K | 0.00% | +125 | New |
| Kemnay Advisory Services Inc. | 124 | $33.3K | 0.00% | +124 | New |
| Huntington National Bank | 123 | $33.0K | 0.00% | +64+108.5% | Added |
| Optiver Holding B.V. | 115 | $30.9K | 0.00% | +115 | New |
| First National Bank | 114 | $30.6K | 0.01% | +114 | New |
| Raleigh Capital Management Inc. | 113 | $30.2K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 110 | $29.5K | 0.01% | −125−53.2% | Reduced |
| JPL Wealth Management, LLC | 102 | $27.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $26.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 97 | $26.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 95 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 94 | $25.0K | 0.00% | +12+14.6% | Added |
| CVA Family Office, LLC | 90 | $24.2K | 0.00% | +7+8.4% | Added |
| Continuum Advisory, LLC | 86 | $23.1K | 0.00% | +86 | New |
| IFP Advisors, Inc | 75 | $20.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 75 | $20.1K | 0.00% | 00.0% | Unchanged |