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 $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
39
shares
|
$8,232
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
35
shares
|
$7,388
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
34
shares
|
$7,177
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
33
shares
|
$6,966
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$6,333
0.0% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
29
shares
|
$6,121
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
27
shares
|
$5,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
27
shares
|
$5,699
0.0% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
25
shares
|
$5,277
0.0% of portfolio
|
Q1 2021
Reduced 75.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
24
shares
|
$5,066
0.0% of portfolio
|
Q2 2025
Reduced 93.65%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
24
shares
|
$5,066
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$5,066
0.0% of portfolio
|
Q2 2023
Added 118.18%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
22
shares
|
$4,644
0.0% of portfolio
|
Q2 2025
Reduced 73.81%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
22
shares
|
$4,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20
shares
|
$4,222
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
20
shares
|
$4,222
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
17
shares
|
$3,588
0.0% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
17
shares
|
$3,588
0.0% of portfolio
|
Q1 2023
Reduced 10.53%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
17
shares
|
$3,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
17
shares
|
$3,588
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
16
shares
|
$3,377
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
15
shares
|
$3,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
15
shares
|
$3,166
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
15
shares
|
$3,166
0.0% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
15
shares
|
$3,166
0.0% of portfolio
|
Q2 2025
Added 50.0%
|