Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 602 institutions that hold shares in the stock, with a total of 44.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,374
shares
|
$497,115
0.24% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
2,370
shares
|
$496,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
2,360
shares
|
$494,184
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
2,331
shares
|
$488,111
0.25% of portfolio
|
Q2 2025
Added 72.03%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
2,293
shares
|
$480,154
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,290
shares
|
$479,526
0.0% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,285
shares
|
$478,479
0.02% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,273
shares
|
$475,966
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,256
shares
|
$472,406
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
2,251
shares
|
$471,359
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,227
shares
|
$466,333
0.0% of portfolio
|
Q2 2025
Added 113.93%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,221
shares
|
$465,077
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,204
shares
|
$461,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,192
shares
|
$459,004
0.55% of portfolio
|
Q1 2024
Reduced 16.37%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,189
shares
|
$458,376
0.0% of portfolio
|
Q2 2025
Reduced 53.87%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,182
shares
|
$456,910
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
2,170
shares
|
$454,398
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
2,160
shares
|
$452,304
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,154
shares
|
$451,047
0.01% of portfolio
|
Q1 2024
Added 19.73%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
2,130
shares
|
$446,022
0.03% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
2,123
shares
|
$444,556
0.6% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,101
shares
|
$439,949
0.11% of portfolio
|
Q2 2025
Reduced 85.88%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,065
shares
|
$432,411
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
2,045
shares
|
$428,223
0.07% of portfolio
|
Q2 2025
Added 59.89%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
2,025
shares
|
$424,035
0.04% of portfolio
|
Q2 2025
New holding
|