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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
256
shares
|
$48,148
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
253
shares
|
$47,584
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
235
shares
|
$44,198
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
224
shares
|
$42,129
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
223
shares
|
$41,941
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
204
shares
|
$38,368
0.0% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
203
shares
|
$38,180
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
190
shares
|
$35,735
0.0% of portfolio
|
Q1 2025
Added 47.29%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
185
shares
|
$34,794
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
183
shares
|
$34,418
0.0% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
181
shares
|
$34,042
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
177
shares
|
$33,290
0.03% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
166
shares
|
$31,221
0.02% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
161
shares
|
$30,280
0.0% of portfolio
|
Q1 2025
Added 312.82%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
149
shares
|
$28,023
0.0% of portfolio
|
Q1 2025
Added 192.16%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
146
shares
|
$27,459
0.02% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
140
shares
|
$26,331
0.01% of portfolio
|
Q1 2025
Reduced 74.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
138
shares
|
$25,955
0.0% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
138
shares
|
$25,955
0.0% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
135
shares
|
$25,390
0.0% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
134
shares
|
$25,202
0.0% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
130
shares
|
$24,450
0.01% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$23,510
0.0% of portfolio
|
Q2 2023
Added 1036.36%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
125
shares
|
$23,510
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
118
shares
|
$22,193
0.0% of portfolio
|
Q2 2025
Added 187.8%
|