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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
116
shares
|
$21,817
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
105
shares
|
$19,748
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
98
shares
|
$18,431
0.0% of portfolio
|
Q1 2025
Added 71.93%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
96
shares
|
$18,055
0.0% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
95
shares
|
$17,867
0.0% of portfolio
|
Q4 2022
Reduced 79.87%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
84
shares
|
$15,798
0.0% of portfolio
|
Q3 2024
Added 1580.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
84
shares
|
$15,798
0.0% of portfolio
|
Q1 2025
Added 211.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
78
shares
|
$14,670
0.0% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
75
shares
|
$14,106
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
74
shares
|
$13,917
0.0% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
73
shares
|
$13,729
0.0% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
73
shares
|
$13,729
0.0% of portfolio
|
Q2 2025
Added 217.39%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
70
shares
|
$13,165
0.0% of portfolio
|
Q3 2023
Reduced 45.74%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
62
shares
|
$11,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
62
shares
|
$11,660
0.0% of portfolio
|
Q3 2017
Reduced 20.0%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
62
shares
|
$11,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
60
shares
|
$11,284
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
60
shares
|
$11,284
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
56
shares
|
$10,532
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
56
shares
|
$10,532
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
56
shares
|
$10,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
55
shares
|
$10,344
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
55
shares
|
$10,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
54
shares
|
$10,156
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
53
shares
|
$9,968
0.0% of portfolio
|
Q2 2025
Added 32.5%
|