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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
822
shares
|
$154,601
0.15% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
810
shares
|
$152,344
0.0% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
736
shares
|
$138,426
0.0% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
728
shares
|
$136,922
0.01% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
722
shares
|
$135,793
0.01% of portfolio
|
Q1 2025
Reduced 58.51%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
666
shares
|
$125,261
0.0% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
666
shares
|
$125,261
0.0% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
636
shares
|
$119,618
0.0% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
604
shares
|
$113,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
560
shares
|
$105,324
0.01% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
543
shares
|
$102,127
0.0% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
517
shares
|
$97,237
0.01% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
455
shares
|
$85,576
0.01% of portfolio
|
Q1 2025
Added 1650.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
426
shares
|
$80,122
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
399
shares
|
$75,043
0.0% of portfolio
|
Q2 2025
Reduced 43.08%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
378
shares
|
$71,094
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
361
shares
|
$67,896
0.05% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
344
shares
|
$64,699
0.0% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
337
shares
|
$63,382
0.0% of portfolio
|
Q3 2024
Reduced 71.96%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
308
shares
|
$57,928
0.0% of portfolio
|
Q1 2025
Reduced 70.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
289
shares
|
$54,355
0.0% of portfolio
|
Q1 2025
Reduced 62.22%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
284
shares
|
$53,414
0.05% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
282
shares
|
$53,038
0.0% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
263
shares
|
$49,465
0.0% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
261
shares
|
$49,088
0.01% of portfolio
|
Q1 2025
Added 2.76%
|