Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 614 institutions
Q1 2021: 401 institutionsQ2 2021: 409 institutionsQ3 2021: 421 institutionsQ4 2021: 421 institutionsQ1 2022: 428 institutionsQ2 2022: 453 institutionsQ3 2022: 429 institutionsQ4 2022: 426 institutionsQ1 2023: 417 institutionsQ2 2023: 414 institutionsQ3 2023: 420 institutionsQ4 2023: 485 institutionsQ1 2024: 509 institutionsQ2 2024: 518 institutionsQ3 2024: 524 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 548 institutionsQ3 2025: 542 institutionsQ4 2025: 566 institutionsQ1 2026: 586 institutionsQ2 2026: 614 institutions
Value heldQ2 2026: $13.0B
Q1 2021: $8.15BQ2 2021: $8.89BQ3 2021: $8.56BQ4 2021: $8.22BQ1 2022: $9.28BQ2 2022: $8.77BQ3 2022: $7.45BQ4 2022: $6.37BQ1 2023: $6.03BQ2 2023: $6.30BQ3 2023: $7.12BQ4 2023: $8.20BQ1 2024: $9.20BQ2 2024: $8.17BQ3 2024: $9.72BQ4 2024: $10.4BQ1 2025: $10.4BQ2 2025: $9.49BQ3 2025: $10.2BQ4 2025: $11.5BQ1 2026: $10.2BQ2 2026: $13.0B
Institutions holding AIZ and their total value by quarter
QuarterHoldersValue
Q2 2026614$13.0B
Q1 2026586$10.2B
Q4 2025566$11.5B
Q3 2025542$10.2B
Q2 2025548$9.49B
Q1 2025563$10.4B
Q4 2024566$10.4B
Q3 2024524$9.72B
Q2 2024518$8.17B
Q1 2024509$9.20B
Q4 2023485$8.20B
Q3 2023420$7.12B
Q2 2023414$6.30B
Q1 2023417$6.03B
Q4 2022426$6.37B
Q3 2022429$7.45B
Q2 2022453$8.77B
Q1 2022428$9.28B
Q4 2021421$8.22B
Q3 2021421$8.56B
Q2 2021409$8.89B
Q1 2021401$8.15B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q1 2026.

Institutions holding AIZ in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Center for Financial Planning, Inc.75$20.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC68$18.3K0.00%+2+3.0%Added
CoreCap Advisors, LLC67$18.0K0.00%+2+3.1%Added
Fortitude Family Office, LLC67$18.0K0.00%+6+9.8%Added
Pinnacle Bancorp, Inc.65$17.5K0.00%+65New
Copia Wealth Management62$16.6K0.01%00.0%Unchanged
Cetera Trust Company, N.A60$16.1K0.01%00.0%Unchanged
Aventura Private Wealth, LLC60$16.1K0.00%00.0%Unchanged
Manchester Capital Management LLC58$15.6K0.00%00.0%Unchanged
Credit Industriel Et Commercial57$15.3K0.00%−393−87.3%Reduced
Accordant Advisory Group Inc56$15.0K0.01%00.0%Unchanged
Private Trust Co NA52$14.0K0.00%+9+20.9%Added
Action Point Financial Planning, LLC54$13.4K0.00%+54New
Sunrise Financial Services, LLC50$13.4K0.01%00.0%Unchanged
Owl Creek Wealth Partners LLC50$13.4K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.50$13.4K0.00%+3+6.4%Added
Dogwood Wealth Management LLC50$13.4K0.01%+36+257.1%Added
West Paces Advisors Inc.48$12.9K0.00%+48New
Capital Advisors, Ltd. LLC45$12.0K0.00%00.0%Unchanged
Bokf, NA44$11.8K0.00%+44New
Lodestone Wealth Management LLC42$11.3K0.00%−6−12.5%Reduced
Basepoint Wealth LLC42$11.3K0.01%+13+44.8%Added
Signature Equity Partners, LLC39$10.4K0.00%+2+5.4%Added
Fourth Dimension Wealth, LLC38$10.2K0.00%+38New
Richardson Financial Services Inc.38$10.2K0.01%+11+40.7%Added
Strengthening Families & Communities, LLC38$10.1K0.00%00.0%Unchanged
Addison Advisors LLC36$9.67K0.00%+13+56.5%Added
Strategic Wealth Partners, Ltd.36$9.67K0.00%00.0%Unchanged
Alerus Financial NA35$9.40K0.00%00.0%Unchanged
Trust Co of Vermont34$9.13K0.00%+34New
Cornerstone Planning Group LLC32$8.74K0.00%−9−22.0%Reduced
ZRC Wealth Management, LLC32$8.59K0.00%+21+190.9%Added
Cedar Mountain Advisors, LLC30$8.06K0.00%00.0%Unchanged
Valley National Advisers Inc29$7.79K0.00%+1+3.6%Added
True Wealth Design, LLC29$7.79K0.00%+4+16.0%Added
Rothschild Investment LLC29$7.79K0.00%+2+7.4%Added
Prestige Wealth Management Group LLC27$7.25K0.00%00.0%Unchanged
Highline Wealth Partners LLC27$7.25K0.00%+1+3.8%Added
Signature Resources Capital Management, LLC26$6.98K0.00%00.0%Unchanged
Marquette Asset Management, LLC25$6.71K0.00%00.0%Unchanged
Westside Investment Management, Inc.25$6.71K0.00%00.0%Unchanged
United Financial Planning Group LLC25$6.71K0.00%00.0%Unchanged
Vaquero Private Wealth, Ltd25$6.71K0.00%+25New
MV Capital Management, Inc.24$6.45K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC24$6.45K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.24$6.45K0.00%+24New
Bell Investment Advisors, Inc23$6.18K0.00%+6+35.3%Added
Allied Private Wealth LLC21$5.84K0.00%+21New
Brown, Lisle/Cummings, Inc.19$5.10K0.00%−5−20.8%Reduced
IMA Wealth, Inc.18$4.83K0.00%+6+50.0%Added
UMA Financial Services, Inc.18$4.83K0.00%+9+100.0%Added
Acumen Wealth Advisors, LLC17$4.57K0.00%00.0%Unchanged
Rialto Wealth Management, LLC17$4.57K0.00%+5+41.7%Added
Creative Capital Management Investments LLC17$4.57K0.00%+17New
Bay Harbor Wealth Management, LLC16$4.30K0.00%+5+45.5%Added
Whittier Trust Co of Nevada Inc15$4.20K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$4.03K0.00%+5+50.0%Added
Atlantic Trust, LLC15$4.03K0.00%+14+1,400.0%Added
Ankerstar Wealth, LLC15$4.03K0.00%+15New
Kilter Group LLC14$3.76K0.00%+1+7.7%Added
Burk Holdings LLC14$3.76K0.00%00.0%Unchanged
Hughes Financial Services, LLC14$3.76K0.00%+8+133.3%Added
DiNuzzo Private Wealth, Inc.13$3.49K0.00%00.0%Unchanged
Spire Wealth Management13$3.49K0.00%+1+8.3%Added
Valued Wealth Advisors LLC12$3.22K0.00%+2+20.0%Added
Wall Street Access Asset Management, LLC12$3.22K0.00%+12New
Hilton Head Capital Partners, LLC12$3.22K0.00%00.0%Unchanged
Clear Street Markets LLC12$3.22K0.00%+4+50.0%Added
Manning & Napier Advisors LLC12$3.22K0.00%+12New
Colonial Trust Co11$2.95K0.00%−4−26.7%Reduced
Sachetta, LLC11$2.95K0.00%+1+10.0%Added
Cape Investment Advisory, Inc.11$2.95K0.00%+11New
Alpine Bank Wealth Management11$2.95K0.00%+11New
Mowery & Schoenfeld Wealth Management, LLC10$2.70K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC10$2.69K0.00%+2+25.0%Added
HFM Investment Advisors, LLC10$2.69K0.00%+5+100.0%Added
Cornerstone Financial Management LLC9$2.42K0.00%+6+200.0%Added
FWL Investment Management, LLC9$2.42K0.00%+9New
NBC Securities, Inc.9$2.42K0.00%+9New
Glen Eagle Advisors, LLC8$2.17K0.00%00.0%Unchanged
Dunhill Financial, LLC7$1.93K0.00%+1+16.7%Added
Park Square Financial Group, LLC7$1.88K0.02%−3−30.0%Reduced
Bogart Wealth, LLC7$1.88K0.00%+6+600.0%Added
SOA Wealth Advisors, LLC.7$1.76K0.00%00.0%Unchanged
Private Wealth Management Group, LLC6$1.61K0.00%00.0%Unchanged
Golden State Wealth Management, LLC6$1.61K0.00%+6New
SHP Wealth Management5$1.34K0.00%−3−37.5%Reduced
SBI Securities Co., Ltd.5$1.34K0.00%00.0%Unchanged
Rossby Financial, LCC5$1.34K0.00%+1+25.0%Added
Bartlett & Co. Wealth Management LLC5$1.34K0.00%+4+400.0%Added
Geneos Wealth Management Inc.5$1.34K0.00%+5New
Central Trust Co4$1.07K0.00%00.0%Unchanged
Essential Partners LLC4$1.07K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$1.07K0.00%00.0%Unchanged
Ares Financial Consulting, LLC4$1.07K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%+4New
Navigoe, LLC4$1.00K0.00%+4New
Investors Portfolio Services LLC3$8060.00%00.0%Unchanged
AdvisorNet Financial, Inc3$8060.00%00.0%Unchanged
United Community Bank3$8060.00%00.0%Unchanged