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 |
|---|---|---|---|---|---|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,124
shares
|
$237,276
0.02% of portfolio
|
Q2 2025
Added 23.79%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
1,110
shares
|
$234,321
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
1,109
shares
|
$234,109
0.0% of portfolio
|
Q2 2025
Reduced 63.98%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$232,210
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$232,210
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,098
shares
|
$231,787
0.02% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
1,080
shares
|
$227,988
0.0% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,075
shares
|
$226,932
0.0% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,060
shares
|
$223,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
1,038
shares
|
$219,121
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,033
shares
|
$218,066
0.03% of portfolio
|
Q2 2025
Reduced 69.89%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
1,030
shares
|
$217,433
0.01% of portfolio
|
Q4 2024
Reduced 52.31%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,027
shares
|
$216,799
0.04% of portfolio
|
Q2 2025
Reduced 50.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,015
shares
|
$214,266
0.0% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
1,001
shares
|
$211,311
0.01% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
976
shares
|
$206,033
0.01% of portfolio
|
Q4 2024
Reduced 63.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
973
shares
|
$205,400
0.01% of portfolio
|
Q2 2025
Added 34.58%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
963
shares
|
$203,289
0.21% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
941
shares
|
$198,645
0.0% of portfolio
|
Q2 2025
Reduced 33.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
933
shares
|
$196,956
0.0% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
866
shares
|
$182,812
0.01% of portfolio
|
Q4 2018
Closed
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
862
shares
|
$181,968
0.0% of portfolio
|
Q2 2025
Reduced 98.16%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
831
shares
|
$175,424
0.14% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
799
shares
|
$168,668
0.0% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
771
shares
|
$162,758
0.01% of portfolio
|
Q2 2025
Added 5.91%
|