Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 607 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 $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
1,110
shares
|
$208,768
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
1,100
shares
|
$206,888
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,084
shares
|
$203,878
0.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
1,061
shares
|
$199,552
0.0% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
1,054
shares
|
$198,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
1,053
shares
|
$198,048
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,041
shares
|
$195,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
1,030
shares
|
$193,722
0.01% of portfolio
|
Q4 2024
Reduced 52.31%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,027
shares
|
$193,158
0.04% of portfolio
|
Q2 2025
Reduced 50.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,020
shares
|
$191,841
0.0% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,011
shares
|
$190,148
0.07% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
1,006
shares
|
$189,208
0.0% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$188,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
1,000
shares
|
$188,080
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
997
shares
|
$187,515
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
986
shares
|
$185,446
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
976
shares
|
$183,566
0.02% of portfolio
|
Q4 2024
Reduced 63.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
973
shares
|
$183,001
0.01% of portfolio
|
Q2 2025
Added 34.58%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
963
shares
|
$181,121
0.21% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
942
shares
|
$177,171
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
915
shares
|
$172,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
908
shares
|
$170,776
0.02% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
901
shares
|
$169,460
0.02% of portfolio
|
Q1 2025
Added 115.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
866
shares
|
$162,877
0.01% of portfolio
|
Q4 2018
Closed
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
854
shares
|
$160,620
0.0% of portfolio
|
Q1 2025
New holding
|