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 45 Million shares, which have been reported (via 13F filing form) to have a value of $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,328
shares
|
$281,164
0.03% of portfolio
|
Q2 2025
Reduced 49.81%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,316
shares
|
$278,623
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$275,236
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
1,285
shares
|
$272,060
0.01% of portfolio
|
Q3 2025
Reduced 43.76%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
1,283
shares
|
$271,636
0.0% of portfolio
|
Q2 2025
Reduced 78.93%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,262
shares
|
$267,190
0.0% of portfolio
|
Q2 2025
Reduced 48.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,259
shares
|
$266,555
0.0% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
1,258
shares
|
$266,343
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,247
shares
|
$264,014
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,242
shares
|
$262,956
0.0% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
1,239
shares
|
$262,321
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,224
shares
|
$259,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
1,219
shares
|
$258,086
0.01% of portfolio
|
Q2 2025
Reduced 68.06%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
1,212
shares
|
$256,604
0.0% of portfolio
|
Q3 2025
Reduced 91.44%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$254,064
0.02% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
1,200
shares
|
$254,064
0.04% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
1,192
shares
|
$252,370
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,180
shares
|
$249,829
0.03% of portfolio
|
Q4 2022
Reduced 34.81%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,180
shares
|
$249,829
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
1,176
shares
|
$248,982
0.0% of portfolio
|
Q3 2025
Reduced 37.84%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,165
shares
|
$246,653
0.21% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,155
shares
|
$244,536
0.0% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,153
shares
|
$244,113
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,150
shares
|
$243,478
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
1,139
shares
|
$241,149
0.06% of portfolio
|
Q2 2025
Reduced 59.18%
|