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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,022
shares
|
$423,406
0.01% of portfolio
|
Q3 2023
Added 3.53%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,021
shares
|
$423,197
0.02% of portfolio
|
Q2 2022
Added 6.82%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,999
shares
|
$418,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
1,959
shares
|
$410,214
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,956
shares
|
$409,586
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,925
shares
|
$403,095
0.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
1,892
shares
|
$396,184
0.0% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,839
shares
|
$385,086
0.01% of portfolio
|
Q2 2025
Reduced 43.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,835
shares
|
$384,249
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
1,822
shares
|
$381,526
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,820
shares
|
$381,108
0.22% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,816
shares
|
$380,270
0.0% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
1,804
shares
|
$377,757
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,803
shares
|
$377,548
0.04% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,784
shares
|
$373,569
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,782
shares
|
$373,150
0.0% of portfolio
|
Q3 2022
Reduced 32.24%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,778
shares
|
$372,313
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
1,762
shares
|
$368,962
0.1% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,724
shares
|
$361,005
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,715
shares
|
$359,121
0.02% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,710
shares
|
$358,074
0.03% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,690
shares
|
$353,886
0.01% of portfolio
|
Q2 2025
Reduced 81.6%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
1,666
shares
|
$348,860
0.0% of portfolio
|
Q2 2025
Reduced 92.78%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,664
shares
|
$348,441
0.07% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,651
shares
|
$345,719
0.0% of portfolio
|
Q2 2025
Reduced 90.03%
|