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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
224
shares
|
$47,286
0.0% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
223
shares
|
$47,075
0.01% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
219
shares
|
$46,230
0.0% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
208
shares
|
$43,908
0.01% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
192
shares
|
$40,531
0.0% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
189
shares
|
$39,897
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
183
shares
|
$38,631
0.0% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
166
shares
|
$35,042
0.02% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
148
shares
|
$31,242
0.0% of portfolio
|
Q2 2025
Added 1133.33%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
146
shares
|
$30,820
0.02% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
144
shares
|
$30,398
0.01% of portfolio
|
Q2 2025
Added 193.88%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
142
shares
|
$29,976
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
140
shares
|
$29,554
0.01% of portfolio
|
Q1 2025
Reduced 74.91%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
139
shares
|
$29,342
0.0% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
138
shares
|
$29,131
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
134
shares
|
$28,287
0.0% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
125
shares
|
$26,387
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$26,387
0.0% of portfolio
|
Q2 2023
Added 1036.36%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
122
shares
|
$25,754
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
118
shares
|
$24,909
0.0% of portfolio
|
Q2 2025
Added 187.8%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
116
shares
|
$24,487
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
98
shares
|
$20,687
0.0% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
97
shares
|
$20,476
0.0% of portfolio
|
Q2 2025
Reduced 34.9%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
97
shares
|
$20,476
0.0% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
95
shares
|
$20,054
0.0% of portfolio
|
Q4 2022
Reduced 79.87%
|