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 $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,335
shares
|
$281,818
0.01% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
1,333
shares
|
$281,396
0.04% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,328
shares
|
$280,340
0.03% of portfolio
|
Q2 2025
Reduced 49.81%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,311
shares
|
$276,752
0.01% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$274,430
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
1,283
shares
|
$270,841
0.0% of portfolio
|
Q2 2025
Reduced 78.93%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,262
shares
|
$266,408
0.0% of portfolio
|
Q2 2025
Reduced 48.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,259
shares
|
$265,774
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
|
$265,563
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
1,239
shares
|
$261,552
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,238
shares
|
$261,341
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
1,219
shares
|
$257,330
0.01% of portfolio
|
Q2 2025
Reduced 68.06%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,219
shares
|
$257,330
0.23% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
1,217
shares
|
$256,908
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
1,200
shares
|
$253,320
0.04% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
1,200
shares
|
$253,320
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$253,320
0.02% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
1,192
shares
|
$251,631
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,180
shares
|
$249,098
0.03% of portfolio
|
Q4 2022
Reduced 34.81%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,180
shares
|
$249,098
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,155
shares
|
$243,820
0.0% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,153
shares
|
$243,398
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,150
shares
|
$242,765
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
1,139
shares
|
$240,442
0.06% of portfolio
|
Q2 2025
Reduced 59.18%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,138
shares
|
$240,231
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|