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 45 Million shares, which have been reported (via 13F filing form) to have a value of $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
99
shares
|
$20,960
0.0% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
98
shares
|
$20,748
0.0% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
95
shares
|
$20,113
0.0% of portfolio
|
Q4 2022
Reduced 79.87%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
94
shares
|
$19,901
0.01% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
90
shares
|
$19,054
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
87
shares
|
$18,419
0.0% of portfolio
|
Q2 2025
Added 210.71%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$17,784
0.0% of portfolio
|
Q3 2024
Added 1580.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
82
shares
|
$17,361
0.0% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
77
shares
|
$16,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
75
shares
|
$15,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
74
shares
|
$15,667
0.0% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
70
shares
|
$14,820
0.0% of portfolio
|
Q3 2023
Reduced 45.74%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
68
shares
|
$14,396
0.01% of portfolio
|
Q2 2025
Added 83.78%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
62
shares
|
$13,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
60
shares
|
$12,703
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
57
shares
|
$12,068
0.01% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
56
shares
|
$11,856
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
55
shares
|
$11,644
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$11,644
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
54
shares
|
$11,432
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
51
shares
|
$10,797
0.0% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
50
shares
|
$10,586
0.0% of portfolio
|
Q2 2025
Reduced 94.69%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$10,586
0.0% of portfolio
|
Q2 2025
Added 127.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
49
shares
|
$10,374
0.0% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
47
shares
|
$9,950
0.0% of portfolio
|
Q2 2025
Reduced 35.62%
|