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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
49
shares
|
$9,215
0.0% of portfolio
|
Q1 2025
Added 58.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
45
shares
|
$8,463
0.0% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
45
shares
|
$8,463
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
44
shares
|
$8,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
44
shares
|
$8,275
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
41
shares
|
$7,711
0.0% of portfolio
|
Q2 2024
Reduced 16.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
39
shares
|
$7,335
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
37
shares
|
$6,958
0.0% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
35
shares
|
$6,582
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
33
shares
|
$6,206
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
30
shares
|
$5,642
0.0% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
28
shares
|
$5,266
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
27
shares
|
$5,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
25
shares
|
$4,702
0.0% of portfolio
|
Q1 2021
Reduced 75.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
24
shares
|
$4,513
0.0% of portfolio
|
Q2 2023
Added 118.18%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
24
shares
|
$4,513
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
22
shares
|
$4,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
22
shares
|
$4,137
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
21
shares
|
$3,949
0.0% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
20
shares
|
$3,761
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
17
shares
|
$3,197
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
17
shares
|
$3,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
17
shares
|
$3,197
0.0% of portfolio
|
Q1 2023
Reduced 10.53%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
16
shares
|
$3,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
15
shares
|
$2,821
0.0% of portfolio
|
Q1 2024
Added 7.14%
|