Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 600 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 $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,118
shares
|
$391,215
0.01% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,101
shares
|
$388,075
0.11% of portfolio
|
Q2 2025
Reduced 85.88%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,065
shares
|
$381,426
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
2,025
shares
|
$374,037
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,025
shares
|
$374,037
0.0% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,022
shares
|
$373,483
0.01% of portfolio
|
Q3 2023
Added 3.53%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,021
shares
|
$373,298
0.02% of portfolio
|
Q2 2022
Added 6.82%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,999
shares
|
$369,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
1,947
shares
|
$359,630
0.03% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,930
shares
|
$356,490
0.01% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
1,892
shares
|
$349,471
0.0% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
1,862
shares
|
$343,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,860
shares
|
$343,560
0.0% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,816
shares
|
$335,433
0.0% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
1,804
shares
|
$333,216
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,803
shares
|
$333,032
0.04% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,782
shares
|
$329,153
0.0% of portfolio
|
Q3 2022
Reduced 32.24%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
1,765
shares
|
$326,013
0.11% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,755
shares
|
$324,166
0.01% of portfolio
|
Q1 2025
Reduced 25.89%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
1,727
shares
|
$318,994
0.01% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,719
shares
|
$317,516
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
1,710
shares
|
$315,854
0.03% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,685
shares
|
$311,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,664
shares
|
$307,357
0.07% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,643
shares
|
$303,478
0.02% of portfolio
|
Q1 2025
Added 31.55%
|