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 $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
94
shares
|
$19,683
0.01% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
90
shares
|
$18,846
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
87
shares
|
$18,217
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
|
$17,589
0.0% of portfolio
|
Q3 2024
Added 1580.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
78
shares
|
$16,333
0.0% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
77
shares
|
$16,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
75
shares
|
$15,705
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
74
shares
|
$15,495
0.0% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
73
shares
|
$15,286
0.0% of portfolio
|
Q2 2025
Added 217.39%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
70
shares
|
$14,658
0.0% of portfolio
|
Q3 2023
Reduced 45.74%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
68
shares
|
$14,239
0.01% of portfolio
|
Q2 2025
Added 83.78%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
62
shares
|
$12,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
60
shares
|
$12,564
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
56
shares
|
$11,726
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$11,517
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
54
shares
|
$11,307
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
54
shares
|
$11,307
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
53
shares
|
$11,098
0.0% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
51
shares
|
$10,679
0.0% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
50
shares
|
$10,470
0.0% of portfolio
|
Q2 2025
Reduced 94.69%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$10,470
0.0% of portfolio
|
Q2 2025
Added 127.27%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
47
shares
|
$9,841
0.01% of portfolio
|
Q2 2025
Reduced 83.45%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
47
shares
|
$9,841
0.0% of portfolio
|
Q2 2025
Reduced 35.62%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$9,423
0.0% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
45
shares
|
$9,423
0.01% of portfolio
|
Q1 2025
New holding
|