Institutional Ownership Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ). We have compiled data on the 598 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,069
shares
|
$213,832
0.0% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
1,064
shares
|
$212,831
0.02% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,041
shares
|
$208,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
1,030
shares
|
$206,030
0.01% of portfolio
|
Q4 2024
Reduced 52.31%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
1,027
shares
|
$205,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,011
shares
|
$202,230
0.07% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$200,030
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$200,030
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
996
shares
|
$199,229
0.0% of portfolio
|
Q4 2024
Reduced 58.1%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
995
shares
|
$199,029
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
976
shares
|
$195,229
0.02% of portfolio
|
Q4 2024
Reduced 63.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
971
shares
|
$194,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
965
shares
|
$193,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
963
shares
|
$192,628
0.21% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
949
shares
|
$189,828
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
944
shares
|
$188,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
942
shares
|
$188,428
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
938
shares
|
$187,628
0.0% of portfolio
|
Q4 2024
Reduced 37.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
866
shares
|
$173,225
0.01% of portfolio
|
Q4 2018
Closed
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
862
shares
|
$172,425
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
765
shares
|
$153,022
0.0% of portfolio
|
Q4 2024
Added 133.23%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
757
shares
|
$151,422
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
723
shares
|
$144,621
0.01% of portfolio
|
Q4 2023
Added 38.24%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
713
shares
|
$142,621
0.0% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
707
shares
|
$141,421
0.0% of portfolio
|
Q4 2024
Added 0.71%
|